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(The Verge)   NVIDIA to Acquire Arm for $40 Billion. Leg to come in future driver update   (theverge.com) divider line
    More: Repeat, ARM architecture, Central processing unit, chipmaker Arm, Microprocessor, Artificial intelligence, division of Nvidia, SoftBank acquisition, Nvidia CEO Jensen Huang  
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326 clicks; posted to Fandom » on 14 Sep 2020 at 12:58 PM (10 weeks ago)   |   Favorite    |   share:  Share on Twitter share via Email Share on Facebook



Voting Results (Smartest)
View Voting Results: Smartest and Funniest

 
2020-09-14 12:48:56 PM  
12 votes:
This magnitude of this acquisition cannot be overstated. This is HUGE.
 
2020-09-14 1:22:49 PM  
4 votes:
AMD and Apple already have ARM licenses, so unless NVidia wants to upset the apple cart immensely (and possibly put itself in the hot seat of a serious anti-trust lawsuit), its probably going to let Apple and AMD keep their licensing.  As far as I understand, Apple has an in-perpetuity license for ARM, I don't know how long AMD's license lasts, but assuming theirs is fairly long-lasting and ironclad, that leaves Intel as the odd man out in the long run.

A lot of different linux distributions can run on ARM architecture, Apple's OSes can run on ARM and Windows 10 can run on ARM to some degree as far as I know.  This leave Intel in a hell of a bind if Apple's market share and switch away from x86_32 to ARM causes a greater market shakeup.  Considering NVidia has competition with GPUs, and if it allows Apple and AMD to continue to use ARM licensing, it has no incentive to give Intel (a company that already burned it once in a major deal) any leeway.  We may be witnessing the moment Intel starts its steady decline into obscurity and death.

If Intel is forced to come to the table, its going to have to cough up a lot.  x86_32 would definitely be on the table (assuming its even worth anything going forward), as would a number of other technologies.  If Intel does manage to survive, its only going to be because they were forced to fork over some things in order to stay relevant in an increasingly hostile environment for their market share.

Beyond that, I have no idea what NVidias intentions are.  They might be trying to get into the horserace  of ARM-based desktops and laptops for linux/windows users as Apple pursues the same (but with their own OS), or they might be trying to gain profits from controlling ARM licensing going forward.  Whatever it is, this has the potential to shake up home and business computing for the next 5-10 years easily.
 
2020-09-14 1:15:20 PM  
4 votes:
Arm A2x, A5x, A7x, basically runs most computers you don't really consider to be a computer (and some things you do like phones and SBCs)
In tech terms, this is a bigger merger than AMD/ATI, and that was back when AMD operated their own fab.
 
2020-09-14 12:51:18 PM  
4 votes:

Marcus Aurelius: Apple is not going to be happy about this.


Neither will Intel or AMD.
 
2020-09-15 6:11:27 PM  
2 votes:

Carter Pewterschmidt: BullBearMS: New Windows exploit lets you instantly become admin.

"It basically allows any attacker on the local network (such as a malicious insider or someone who simply plugged in a device to an on-premise network port) to completely compromise the Windows domain. The attack is completely unauthenticated: the attacker does not need any user credentials."

LOL.

Typical Microsoft.  You can completely own the entire enterprise network from a remote computer.

Typical Microsoft?

Pro tip: You can log into macOS High Sierra as root with no password
A trivial-to-exploit flaw in macOS High Sierra, aka macOS 10.13, allows users to gain admin rights, or log in as root, without a password.
The security bug can be triggered via the authentication dialog box in Apple's operating system, which prompts you for an administrator's username and password when you need to do stuff like configure privacy and network settings.
If you type in "root" as the username, leave the password box blank, hit "enter" and then click on unlock a few times, the prompt disappears and, congrats, you now have admin rights. You can do this from the user login screen, too.
The vulnerability effectively allows someone with physical access to the machine to log in, cause extra mischief, install malware, and so on. You should not leave your vulnerable Mac unattended, nor allow remote desktop access, until you can fix the problem.

This MS vulnerability needs quite skilled knowledge to exploit. The Apple vulnerability only needed anyone to type Root as the login and press enter.


We know you're dumb, but if you don't know the difference between completely owning the entire Windows Domain across the network and needing to have physical possession to take over a single machine, you're dumber than I thought.
 
2020-09-15 12:09:28 AM  
2 votes:
New Windows exploit lets you instantly become admin.

"It basically allows any attacker on the local network (such as a malicious insider or someone who simply plugged in a device to an on-premise network port) to completely compromise the Windows domain. The attack is completely unauthenticated: the attacker does not need any user credentials."

LOL.

Typical Microsoft.  You can completely own the entire enterprise network from a remote computer.
 
2020-09-15 6:31:00 PM  
1 vote:

BullBearMS: We know you're dumb, but if you don't know the difference between completely owning the entire Windows Domain across the network and needing to have physical possession to take over a single machine, you're dumber than I thought.


Well actually I was wondering how dumb you have to be to think a Windows security flaw had anything to do with ARM, which is the topic of this thread. Windows was only mentioned in passing in one comment, and Microsoft wasn't mentioned once until you bought it up.

So you apparently are so dumb that you don't know the difference between ARM and Windows.

/And you also tried to give Apple credit for "founding ARM" when they did nothing of the sort.
 
2020-09-15 12:49:50 AM  
1 vote:

The_Homeless_Guy: SansNeural: The_Homeless_Guy: WeatherNerd:

Arm licensing is worth something but the profits it makes aren't worth a 40 billion dollar investment.

I agree, in terms of dollars in/out of a balance sheet.  I thought Softbank's $31B was unreasonable.  But an owner like Softbank can only measure value in terms of profit, whereas NVIDIA could make ARM a part of its future business and technology plans for decades to come.

Agree. It is only worth that much if Nvidia has bigger plans. SoftBank is very lucky this wasn't another of their failures.


SansNeural: Now nearly every *person*, 1st world and otherwise, has at least one device with an ARM processor inside.  That means ARM based SoCs from a vast array of different companies threaten to eclipse Intel and AMD in both processors shipped and dollars exchanged for same.  Office PCs, gaming PCs and servers that can justify using power-hungry but fast processors still exist, but their days may be numbered.  NVIDIA knows they *must* be able to survive beyond the grave of PC gaming, which is already being threatened by mobile gaming.

The ARM buy may be a move that NVIDIA wouldn't have pursued hard if Softbank hadn't been shopping the sale, but it is a pretty natural fit to help them ensure relevance in the future.


NVIDIA has been diversifying for years.  While gaming may be their bread and butter still, their conferences are focused on using GPUs as compute in many fields. GPUs are powering machine learning and deep learning technologies, and they will be instrumental in technologies like self driving cars.

You'd be surprised where you will find NVIDIA products.

The ARM acquisition will help them push SOC packages that combine their GPU technology with small, low powered CPUs.  While there will be benefits for desktops and laptops, I don't believe this is where NVIDIA is main focus with the acquisition is.
 
2020-09-14 11:18:55 PM  
1 vote:

BullBearMS: Pop quiz:  Which three companies founded ARM?

Spoiler alert:  One of them is Apple.


Rather misleading. ARM technology and processors were created by Acorn and developed by them for years. ARM Holdings was created later in partnership with Apple. But Apple had nothing to do with the creation and development of the chips at first. Apple even demanded that ARM be changed from Acorn RISC Machines to Advanced RISC Machines because they didn't want a rival computer brand associated with them. If Apple had indeed "founded ARM" then Acorn would never have been in the acronym.

Typical Apple fan. Crediting Apple for inventing stuff they took from others.
 
2020-09-14 10:48:36 PM  
1 vote:

Marcus Aurelius: Apple is not going to be happy about this.


Pop quiz:  Which three companies founded ARM?

Spoiler alert:  One of them is Apple.

According the the mobile chip guy at Anandtech, Apple's perpetual contract with ARM is so comprehensive that it still allows them to control the pace at which chip features are released today.

Apple didn't bid for ARM because they already have all the legal rights to ARM's tech they need.

Qualcomm, on the other hand, is about to get screwed.
 
2020-09-14 9:02:45 PM  
1 vote:

SansNeural: The_Homeless_Guy: WeatherNerd:

Arm licensing is worth something but the profits it makes aren't worth a 40 billion dollar investment.

I agree, in terms of dollars in/out of a balance sheet.  I thought Softbank's $31B was unreasonable.  But an owner like Softbank can only measure value in terms of profit, whereas NVIDIA could make ARM a part of its future business and technology plans for decades to come.


Agree. It is only worth that much if Nvidia has bigger plans. SoftBank is very lucky this wasn't another of their failures.
 
2020-09-14 2:19:22 PM  
1 vote:

GardenWeasel: LoneCoon: GardenWeasel: This magnitude of this acquisition cannot be overstated. This is HUGE.

My brain tells me this important, but it's dropping the ball on why.

Intel/AMD are the past and the present. ARM is the future.


Intel/AMD are the past.  ARM is the present and future.

There, FTFY.  To explain a little: PCs were once Intel's bread and butter.  And soon servers became their delicious, melty cheese filling.  AMD has been their since near the beginning, usually pushing the economy chips and often keeping Intel innovating.  NVIDIA survived the SuperVGA shootouts along with also-ran ATI, but both putting graphics in PC.

At one time almost every 1st world household had at least one PC.  That starting transitioning to laptops, but then came smartphones, tablets and chromebooks.  Intel and AMD had nothing that could sip power as well as a well-crafted ARM System-on-a-Chip (SoC) for a battery-limited handheld or netbook.  ARM designs kept growing in processing power and mobile features capability when Intel's best mobile offering (in response) was the weak-kneed and relatively thirsty Atom.  A large part of that feature growth has been because anyone can license the ARM processor designs and add whatever other features they think their chip needs.

Now nearly every *person*, 1st world and otherwise, has at least one device with an ARM processor inside.  That means ARM based SoCs from a vast array of different companies threaten to eclipse Intel and AMD in both processors shipped and dollars exchanged for same.  Office PCs, gaming PCs and servers that can justify using power-hungry but fast processors still exist, but their days may be numbered.  NVIDIA knows they *must* be able to survive beyond the grave of PC gaming, which is already being threatened by mobile gaming.

The ARM buy may be a move that NVIDIA wouldn't have pursued hard if Softbank hadn't been shopping the sale, but it is a pretty natural fit to help them ensure relevance in the future.
 
2020-09-14 2:16:32 PM  
1 vote:

GardenWeasel: LoneCoon: GardenWeasel: This magnitude of this acquisition cannot be overstated. This is HUGE.

My brain tells me this important, but it's dropping the ball on why.

Intel/AMD are the past and the present. ARM is the future.


I forget. How many processor architectures are we up to that were supposed to replace x86 in the marketplace?
 
2020-09-14 2:09:39 PM  
1 vote:
Fark user imageView Full Size
 
2020-09-14 1:48:50 PM  
1 vote:

GardenWeasel: This magnitude of this acquisition cannot be overstated. This is HUGE.


You misspelled BAD.
 
2020-09-14 1:35:49 PM  
1 vote:
Time to start the bidding wars to buy up MIPS.
 
2020-09-14 1:30:15 PM  
1 vote:

Marcus Aurelius: Apple is not going to be happy about this.


Why would apple care? ARM !== Apple Silicon (uses in-house versions of the ISRs), in fact Apple owns the rights to make whatever they want using the ISRs. ARM itself is not connected to Apple in any way. There was a pretty good write-up that explained it, but essentially Apple bought the rights to basically do whatever they want with the existing instruction sets and architecture, without royalty or further licensing from ARM... So... in simpler words... nobody will bat an eye.
 
2020-09-14 1:26:29 PM  
1 vote:
WeatherNerd:
Beyond that, I have no idea what NVidias intentions are.  They might be trying to get into the horserace  of ARM-based desktops and laptops for linux/windows users as Apple pursues the same (but with their own OS), or they might be trying to gain profits from controlling ARM licensing going forward.  Whatever it is, this has the potential to shake up home and business computing for the next 5-10 years easily.

My guess is taking out the middle man for CPU's/GPU's and just releasing single chip processors that do it all - which is the way processor development is and has been heading, which is why Intel has started in on the GPU game. 

nVidia has also done a lot of work with ARM in the mobile market, this is a way for them to corner that market and make some more money.
 
2020-09-14 1:10:26 PM  
1 vote:

Psylence: Marcus Aurelius: Apple is not going to be happy about this.

Maybe an ARM Mac won't be completely shiat at gaming.... AHAHAHAHAHAHAHAHA


Really depends on the games you play. I'm in a 9x/dosbox groove right now
 
2020-09-14 12:58:07 PM  
1 vote:
Coming soon - Teensy with a HD graphics processor.
 
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