> (and incidentally why couldn't they do that anyway?)
Why try to compete on merit when you can swoop in and dictate the market to do your bidding? Coming at it from this perspective, it's looking like almost the same old Nvidia again :)
> Take one example. So Nvidia / Arm invest heavily in data center focused designs - are they really going to offer this IP to Ampere / Amazon on equal terms when compared to an Nvidia CPU? As Ben says 'color me skeptical'.
That I don't believe, indeed. They will crush their datacenter competition, but I think the server market here might ironically a bit more flexible in moving to different ISAs when compared to mobile.
Absolutely! I think actually the biggest constraint on Nvidia will be 'bandwidth' (management not memory!). Where do they focus their energies and where do they leave the Arm ecosystem alone.
Incidentally Intel's stock seems to have risen over the last day or so which is a bit surprising given the datacenter story?
Why try to compete on merit when you can swoop in and dictate the market to do your bidding? Coming at it from this perspective, it's looking like almost the same old Nvidia again :)
> Take one example. So Nvidia / Arm invest heavily in data center focused designs - are they really going to offer this IP to Ampere / Amazon on equal terms when compared to an Nvidia CPU? As Ben says 'color me skeptical'.
That I don't believe, indeed. They will crush their datacenter competition, but I think the server market here might ironically a bit more flexible in moving to different ISAs when compared to mobile.