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Yes they will - Nvidia doesn't do CPUs.
It would make good sense for Nvidia to combine ARM core with Nvidias GPU acceleration prowess (think supercomputers) - rival to AMD / ATI combo (APUs etc).
Also good play for machine learning and assisted driving tech - which Nvidia is big in
What they are not good on is their drivers on Linux. So while GPUs on ARM will get better it will definitely be on closed hardware/OS.
 
Well, that sucks. Ten years from now will be the next Apple transition away from third-party instruction sets when Apple wants to be independent of licensing fees and ARM politics. Then we’ll have to go through yet another Apple transition period.
No more fees. They purchased it and they can do whatever they want with it.
 
Hopefully apple will wake up and us install Nvidia drivers in OS X.
Imagine if NVIDIA gets petty and says: No macOS NVIDIA drivers, no license... lol.

I'm confused by these posts, what stops NVIDIA from shipping macOS drivers again for their devices? Unless the expectation is some how Apple should write NVIDIA's drivers for them but that's not really how that works for Windows though.
 
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Intel has positioned themselves onto the side of a cliff. Apple has committed to arm and if NVIDIA and Apple can put their differences aside, and if they can get Microsoft on board to refocus on arm support than they could really push a knife into Intel and cut out the mobile market while leaving AMD with the high end CPU market. Meanwhile AMD will continue to chase NVIDIA on GPUs and Apple will chase AMD on CPUs.

Leaving Intel to become IBM.
Except any company partnering with NVidia has always come out losing. It's why Intel and AMD worked against NVidia entering the x86 market.
 
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Who on Earth is disliking this comment?? Why would you be against Apple allowing the best graphics cards on the planet back on macOS??
Cause this does nothing to ease Apple/NVidia relations that is dead and the gap will probably widen.
 
Smart business move by Nvidia honestly. I imagine they're looking to diversify to become more competitive against AMD and Intel in the long term, and this feels like 'skating to where the puck is going.'

I doubt this will have much impact on Apple, but I'd be worried if I were Qualcomm or Texas Instruments.
 
SemiAccurate doesn't think it's a good idea...


TBH I can see the logic in Charlie's argument. Every AMD CPU and GPU has a few ARM cores on it ( like ARM SC300 secure core in AMD PSP, & other microcontrollers etc). It would be unrealistic to assume AMD would want NVidia to know about those roadmaps and detailed dates.

And AMD isn't the only one who are using those microcontrollers with Secure core, Cortex-M, Cortex-R etc.
 
For people who haven't figured out why Apple is not interested...

1. Apple already has a perpetual license for at least ARMv8.

2. Apple can lure away a LOT of engineers for $40 billion. That has always been their strategy. Why buy the company?
If Nvidia moves the ARM R&D away from the UK, Apple already has a site close by that I'm sure would be a natural home for those who don't want or can't move. That would lose a lot of talent from ARM but I get the feeling that Nvidia don't really care. They just want the IP.
 
But why would Nvidia have to spend $40 billion to acquire ARM? They could have done all of that all along. Buying ARM doesn't solve the problems of having to design and manufacture high-performance ARM CPUs and somehow overcome the >99% marketshare of x86 in the datacenter and PC markets, as well as the dominance of Qualcomm on non-Apple mobile devices (remember that Nvidia doesn't have a cellular modem).

Agree, except that Amazon is already doing exactly that: they license ARM, and have an AWS-CPU built by a foundry like TSMC, heck even Intel has an ARM license since 1998.

Both Windows and Intel have reached de-facto monopoly; are cash cows who's only innovation is clever marketing.
 
I'm confused by these posts, what stops NVIDIA from shipping macOS drivers again for their devices? Unless the expectation is some how Apple should write NVIDIA's drivers for them but that's not really how that works for Windows though.

Apple approves all drivers for MacOS, and both Nvidia and Apple are stubbornly holding their ground. Nvidia could release unsigned drivers which require SIP to be disabled, but that is never going to happen. A decade long rift between Nvidia and Apple has led to the current situation. The details are of course obscured, but Apple's hardline push for Metal to be the only graphics API in MacOS has definitively closed the door.
 
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How is Nvidia "pushing ARM on Windows"? Nvidia is primarily focused on the datacenter as their growth sector. But they will be squeezed by server CPU/GPGPU combinations by both Intel (Xeon + Xe and Habana AI processors) and AMD. Discrete GPUs in laptops will mostly go away since AMD APUs and Intel CPUs with Xe-based iGPUs will be fast enough. If Nvidia isn't careful, they will be left with just the high-end graphic card market, which is comparatively small.
Everything is about datacenters nowadays. Even Nvidia’s brand new Ampere is focused on datacenters. Guess what... they tend to trickle down to consumer levels.
 
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Apple approves all drivers for MacOS, and both Nvidia and Apple are stubbornly holding their ground. Nvidia could release unsigned drivers which require SIP to be disabled, but that is never going to happen. A decade long rift between Nvidia and Apple has led to the current situation. The details are of course obscured, but Apple's hardline push for Metal to be the only graphics API in MacOS has definitively closed the door.
But why is the discussion about drivers and not the hardware? The drivers Nvidia used to provide were only for pre-2013 Mac Pros that had been upgraded later. All the other Macs have AMD or integrated graphics, except for a few old ones like the 2012 high-end retina MBP. Seems really niche.
 
What Apple should acquire instead is TSMC
Dear gods, no! One thing Apple doesn't seem to have a lot of experience doing is building things as a service for commercial customers. Taking on TSMC would saddle them with huge capital costs, reduce their future flexibility in manufacturing partners, and push them into a business they just don't have the temperament for.

I expect Apple will continue buying little players here and there with the ability to add custom silicon extensions to the core ARM architecture. That targeted acquisition model has worked well for them to date.
 
Fantastic to see Nvidia buying ARM, I think from this we can expect to see a lot of exciting CPU's, probably something special for the next Switch.
 
It wouldn't have made any sense for Apple to buy ARM:

  • It does not bring any value to their current or future core business
  • They would have had to deal with all of ARM's customers, which would have sparked multiple conflicts of interest
  • Therefore they wouldn't have got regulatory permission anyway
  • Nvidia or any other buyer can not cut off their access to license new ARM instruction sets
  • Even the price is rather on the lofty side
Absolutely no surprise here.
 
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Hopefully apple will wake up and us install Nvidia drivers in OS X.

More likely they will switch to their own GPU.

The Nvidia thing is a part of their business relationship, nothing to wake up to - it’s not like they don’t know people would want Nvidia cards on Macs. It’s all just business.
 
Imagine if NVIDIA gets petty and says: No macOS NVIDIA drivers, no license... lol.

Why is that “a lol”?

Anyway, Nvidia can’t really threaten Apple even if they wanted to. Apple does their own chip design and the ARM instruction set they already own and use can’t be taken away.
 
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This purchase is completely independent of Apple doing badass GPUs in their own SoCs, and as others have said, I doubt they care one bit. They are already doing that and getting better at it.



Because, see above. Why bet against Srouji and his merry band of SoC designers? Neither Nvidia nor AMD are going anywhere soon, but again, Apple probably doesn't care. They're doing their own thing.

if Apple was indifferent, then why would Apple not provide nvidia with tools to update the graphics driver? Because they hate the company so much for ruining the user experience with 2008 MacBook pros with lousy graphics card. Internally, Apple is probably really angry at SoftBank for selling the ARM to Nvidia. (Apple probably thought maybe Google or Oracle couldve

Apple is likely indifferent. They have a long term ISA license. They’d never be allowed to buy ARM themselves, and their dispute with NVidia is strictly business, not political.

If Apple’s dispute with nvidia is strictly business, then why would Apple refuse to allow Nvidia to update the graphic drivers needed for their GPUs to work with latest macs externally? When a company goes this far to prevent even a drivers from being updated, it’s beyond business, it’s officially petty and deep hatred toward a company.

Well they can transition to another instruction set in twenty years, but they better not do it before that.
I don’t think it’s really in anyone’s interest to fragment the instruction set.

Apple may not have any other option given their deep hatred towards Nvidia.
 
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Many tech journalists all appear to be going with the same angle for the purchase, that Nvidia want to get a foothold into the very profitable server market and buying ARM will allow them to do that.

What is interesting to note is that the article written for the BBC indicates that Softbank who bought ARM previously had an agreement with the UK government that the ARM headquaters would stay in the UK until 2021

Softbank made commitments to secure jobs and keep ARM's headquarters in the UK until September next year. (2021)

Therefore unless the UK government works out a new deal with Nvidia, Nvidia could honor that orignial condition.
 
Some questions...

Why did Arm sell themselves to SoftBank?

And why is SoftBank selling them just 4 year later?
 
1. Apple has a perpetual ARMv8.2 license.
2. Apple is also the leading company working with ARM on ARMv9, so I would bet they have that license as well.

Basically Apple has everything covered in terms of CPU IP, and likely NPU and GPU IP for the next 10+ years. Anything else is too far in the future they shouldn't really be worrying much about.
 
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