Discussion

• @stephennellis Stephen Nellis on x

  2/ This move is much more important for Qualcomm than the dollar figures suggest. First, this gets Qualcomm back into the custom CPU core game in a big way. Qualcomm once made custom cores but in recent years has mostly relied on cores directly licensed from Arm.

• @iancutress @iancutress on x

  @PatrickMoorhead @Qualcomm @nuvia_inc That's my fear. GW3/John/Manu wanted to make server CPUs, not smartphone CPUs, that's why NUVIA exists. How long before they up and leave? Perhaps a minimum 24 months is tied into the sale etc

• @andreif7 Andrei F. on x

  It also dawned upon me that if Qualcomm treats Nuvia CPUs the same they do Adreno GPUs, we'll never actually get to hear any technical or architectural details about them.

• @iancutress @iancutress on x

  More of today's 💻💻🥔 news. @Qualcomm acquires Apple CPU architects. Good idea from Qualcomm, but are we still going to see @nuvia_inc's server ambitions come to light? https://www.youtube.com/...

• @hardwarecanucks Hardware Canucks on x

  The fallout of this will take years & years to realize...but we may have just seen one of the biggest moves in the tech industry. https://www.qualcomm.com/...

• @ohmdee @ohmdee on x

  Really glad Qualcomm picked them up rather than Apple. https://twitter.com/...

• @iancoldwater Ian Coldwater on x

  @justincormack Still think Nuvia sounds like a birth control method

• @stephennellis Stephen Nellis on x

  3/ Apple has done significant custom core work over the past decade that is showing up in its performance with the M1 chip in Macs but will really become obvious when its next round of chips hit this year.

• @greengart Avi Greengart on x

  This is potentially a huge shift in computing. @apple has shown that you can get more performance out of the @arm instruction set than Arm's designs. @nuvia was aiming at the server market, but @Qualcomm explicitly plans to use it for mobile and PC, too. https://www.qualcomm.com/…

• @cdemerjian Charlie Demerjian on x

  My story about #Qualcomm buying #Nuvia just went up: https://www.semiaccurate.com/ ... Nothing amazing, I think it is a really good fit for Qualcomm and if they integrate it right, it will be a win/win.

• @jckgld Jack Gold on x

  This is a major acquisition for @qualcomm as it will strengthen its position in high performance computing and provide an advanced engineering capability to attack new and expanded markets. @nuvia_inc will enable Qcomm to move upstream in market. https://www.qualcomm.com/...

• @nuvia_inc @nuvia_inc on x

  We are excited to be joining @Qualcomm and see it as an opportunity to deliver on our mission to reimagine silicon design and create a new class of high-performance compute platforms together. #siliconreimagined https://www.qualcomm.com/...

• @whatthebit Stefan Constantine on x

  You know the people who designed Apple's chips? They left to start their own company. And Qualcomm just bought them. $AAPL $QCOM https://www.anandtech.com/...

• @stephennellis Stephen Nellis on x

  1/ Qualcomm says it will acquire Nuvia, a chip startup founded by former Apple chip execs, for ~$1.4 billion. Link here: https://www.reuters.com/...

• @stephennellis Stephen Nellis on x

  Also worth reading Qualcomm's press release w/ quotes from 18 partners supporting this deal, including Microsoft, Google, Samsung & PC & car makers. There's an entire ecosystem that seems to want to see Qualcomm take the fight to Apple and Intel - https://www.qualcomm.com/... htt…