Discussion

• @nvidia @nvidia on x

  NVIDIA to Acquire Arm for $40 Billion, Creating World's Premier Computing Company for the Age of AI. https://nvidianews.nvidia.com/ ... https://twitter.com/...

• @jaygoldberg @jaygoldberg on x

  Nvidia for Arm first impressions - Softbank almost doubles its money in 3 years, Arm execs get $1.5b, RISC-V gets a huge boost. Nvidia can use its stock to buy an important asset, but a lot could go wrong - customers/competitors regulators, and China. https://digitstodollars.com/…

• @meiriontweets Meirion Jones on x

  Hermann Hauser (who I interviewed back in 1982 in his Acorn BBC Micro days when he was sparring with Sinclair) says on @BBCr4today Nvidia takeover of ARM is an ‘absolute disaster’ for the UK https://www.telegraph.co.uk/ ...

• @alistairmbarr Alistair Barr on x

  When SoftBank bought Arm in 2016, Nvidia was worth about $30 billion. Now Nvidia is valued at $300 billion https://www.bloomberg.com/... via @technology

• @automaticzen M.H. Williams on x

  Wait. What the shit? This is a big, big move for Nvidia. Also Apple has been trying to get rid of Nvidia in Pros and now they own Arm. LOL. https://www.theverge.com/...

• @glynmoody Glyn Moody on x

  it's ridiculous that the most important chip company in the world is British, but not owned by anyone in the UK. UK gov should buy it if it wants “trillion-dollar” companies... https://twitter.com/...

• @stephennellis Stephen Nellis on x

  2/ Nvidia's move to license out its GPU assets is a massive shift, but there are still a lot of unanswered questions about how it will work. I'm already hearing from folks who view it as a way to get over the regulatory hurdle (more on that below)....

• @telegraphtech @telegraphtech on x

  “I think this is terrible.” The £31bn sale of chip designer Arm to Nvidia is an “absolute disaster” for Cambridge, the UK and Europe, co-founder Hermann Hauser has said (👇). Get the full story here: https://www.telegraph.co.uk/ ... https://twitter.com/...

• @business @business on x

  SoftBank shares surged as much as 10% after the company reached a deal to sell chipmaker Arm and revived talks about taking the group private https://www.bloomberg.com/... https://twitter.com/...

• @scientists4eu @scientists4eu on x

  Letting UK tech industry's best assts get sold off to US companies is not how we build the UK into a tech power. This happened while Cummings & crew were looking the other way with their Operation Moonshot over-priced farce. https://twitter.com/...

• @ctnzr Bryan Catanzaro on x

  I'm thrilled about @nvidia's proposed acquisition of @arm. Working together, we will make technology better from embedded devices to the biggest data centers. And Applied Deep Learning Research will discover even more interesting problems to work on. https://blogs.nvidia.com/...

• @stephennellis Stephen Nellis on x

  5/ However, there's a very good chance that Nvidia doesn't have any interest in jacking up prices - what it really wants is to offer an alternative to the dominance of x86. Which Intel and AMD - both of which compete with Nvidia - will fight tooth and nail.

• @sbyrnes Sean Byrnes on x

  Wow, this is big news. They will move Arm out of the UK, just not right away. https://twitter.com/...

• @ilovecomputers @ilovecomputers on x

  Well, this news sucks. Like when Oracle bought Sun https://twitter.com/...

• @mgsiegler M.G. Siegler on x

  To think this is the “b-side” of tech deals today... 😳 https://twitter.com/...

• @markhachman Mark Hachman on x

  It's official: Nvidia buys Arm for up to $40 billion, combining Nvidia's leading GPU business with Arm's dominance of the smartphone industry. But Nvidia's positioning it as an AI play. Will antitrust regulators buy that? https://www.pcworld.com/...

• @pitdesi Sheel Mohnot on x

  Great blog from Jensen Huang about the future of $NVDA and arm- all about AI. Jensen is criminally underrated as a CEO. He started the company and has been CEO since '93; the company is worth more than $CRM, $NFLX, $INTC, $NKE but you never hear his name. https://blogs.nvidia.com…

• @notpatrick Patrick Beja on x

  Nvidia might be the best run company in the tech hardware sector... this acquisition would make them an unavoidable behemoth in almost every segment of the chip market. Still remember when they were just a GPU company only 5 years ago... https://www.bloomberg.com/...

• @donal888 Don Clark on x

  Nvidia seems confident about closing the Arm deal, but it will take 18 months https://www.nytimes.com/...

• @wongmjane Jane Manchun Wong on x

  I wonder how the Nvidia acquisition of Arm will affect the neutrality of the ARM architecture, for example, how will that affect Apple Silicon in the future, whose processing unit is currently ARM-based, considering that Apple and Nvidia don't really have a good relationship http…

• @om @om on x

  Meet the new king of Silicon. With one stroke, Nvidia has become the most important company of the intelligence age. Today might just be the darkest day for @intel. https://twitter.com/...

• @stroughtonsmith Steve Troughton-Smith on x

  Nvidia potentially positioning itself to be the Intel of the next several decades. Big, big move https://twitter.com/...

• @benjisales Benji-Sales on x

  A letter from Nvidia CEO Jensen Huang to employees today on the huge acquisition of Arm makes one thing abundantly clear Nvidia is all in on being a major player in the world changing technology of AI. Nearly the entire letter focuses on advancing AI tech https://blogs.nvidia.com…

• @rolfewinkler Rolfe Winkler on x

  SoftBank gets 25% return on ARM. Nasdaq up 115% over same period.

• @stephennellis Stephen Nellis on x

  3/ This is the rare deal that will likely get pushback almost universally - from customers, from regulators, and from all countries involved. Even the US may have a bone to pick with the notion of licensing out the crown jewels of AI to China.

• @1jrice Jordan Rice on x

  This is a big deal (both literally and figuratively) combining dominance in GPU design, with highly efficient microcontroller and microprocessor design and licensing. Wow. https://www.bloomberg.com/...

• @ricfulop Ric Fulop on x

  Wow! And just like that Intel is toast https://twitter.com/...

• @rdrv3 @rdrv3 on x

  I sure hope NVIDIA doesn't fuck this up. After the disaster that was Denver, and NVIDIA's general ambitions in computing, I have little confidence they will not use this to abuse market position. https://www.ft.com/...

• @bdsams Brad Sams on x

  Qualcomm rn 😅 https://twitter.com/...

• @backlon Dieter Bohn on x

  Apple: *Declines to use Nvidia graphics cards in Macs for years.* Apple: *Moves entire Mac lineup to Arm architecture* Nvidia: 🤪🤪🤪 https://twitter.com/...

• @gigastacey Stacey Higginbotham on x

  I think this is a bonkers amount to pay for ARM and I'm a fan of ARM. https://www.wsj.com/...

• @deantak Dean Takahashi on x

  If Nvidia buys Arm, how open will it remain? https://venturebeat.com/...

• @subburama Subbu Rama on x

  With this, Nvidia is the new juggernaut in the datacenter semiconductor space. Quite possible this may happen soon across the datacenter s/Intel/Nvidia/ ... The coming decade is gonna be interesting to watch as I expect battle like the one happened btw intel & Amd in the 2000s ht…

• @reneritchie Rene Ritchie on x

  Probably nothing? Apple has something akin to a perpetual license to the instruction set so aside from maybe a new address to send any recurring payments to, Apple is pretty much in control of their own silicon destiny. (Also probably why they had little interest in buying.) http…

• @stevejang Steve on x

  fascinating chat tonight re: Nvidia's plans for ARM by CEO Jensen. in response to conflict & neutrality concerns, he promises to keep ARM on open-to-all IP licensing model and separate from Nvidia mfg. this'll be an coup if they get this past the FTC. https://www.forbes.com/...

• @tomwarren Tom Warren on x

  Good insight into the Nvidia Arm deal here 👇 https://twitter.com/...

• @patrickmoorhead Patrick Moorhead on x

  Talked with both @NVIDIA's Jensen Huang and @ARM's @simonsegars about the $40B deal. https://www.forbes.com/...

• @naveengrao Naveen Rao on x

  Wow, this is a huge moment in the world of computing. It shows 1) the importance of holistic systems approach to computing, 2) as predicted, AI is redefining computing. Going all-in on AI was Nvidia's best move https://www.forbes.com/...