News U.S. FTC Adds Hurdles to Nvidia's Arm Takeover

[Admin]

FTC expresses concerns about Nvidia-Arm deal, Nvidia discusses remedies.

U.S. FTC Adds Hurdles to Nvidia's Arm Takeover : Read more

 

[Neilbob]

"Nvidia badly needs CPU assets to address data centers, high-performance computing (HPC), edge computing, and automotive segments."

This is the part I don't understand about all this: other Arm licensees are addressing these, and other, markets without needing to actually claim ownership of Arm. What is stopping Nvidia from doing the same?

 

[Jim90]

"Nvidia badly needs CPU assets to address data centers, high-performance computing (HPC), edge computing, and automotive segments."

This is the part I don't understand about all this: other Arm licensees are addressing these, and other, markets without needing to actually claim ownership of Arm. What is stopping Nvidia from doing the same?

Quite simply, nothing. What Nvidia is, in fact, seeking in their takeover bid is to eventually control/re-write that very licensing so that today's deals are at serious risk of becomming much, much less attractive in the future. The level of very public anti-competitive practices Nvidia has been involved with in the past is the primary reason they're having 'issues' with this takeover - remember that old saying "a leopard never changes its spots".

 

[renz496]

"Nvidia badly needs CPU assets to address data centers, high-performance computing (HPC), edge computing, and automotive segments."

This is the part I don't understand about all this: other Arm licensees are addressing these, and other, markets without needing to actually claim ownership of Arm. What is stopping Nvidia from doing the same?

Having a direct control still better else they need to follow ARM pace. Before this nvidia place their bet on IBM. it seems that IBM are not aggressive enough for nvidia. Else nvidia probably will not going to make their own server CPU (Grace). Nvidia probably want ARM to push the server side more aggressively and rapidly to storm intel/AMD x86. Nvidia can "accelerate" ARM development by funding more R&D money.

 

[bigdragon]

I don't trust Nvidia to be a good steward of the ARM IP. Seeing them run into trouble with more regulatory bodies is a welcome sight. I don't think remedies should be a thing here -- just block Nvidia from controlling ARM for competitive reasons. The risk of Nvidia doing something abusive with the licensing model is too high especially given past conflicts with rivals and market shenanigans.

Don't get me wrong -- I want to see Nvidia continue to grow and maintain profitability. I don't think further consolidation in the chip design industry will help businesses or consumers in the long run though.