Making Dollars And Sense Of Arm Holdings
The only thing stronger than having absolute control, as happens in monopolies and oligopolies, is the strength that comes from numbers. …
The only thing stronger than having absolute control, as happens in monopolies and oligopolies, is the strength that comes from numbers. …
Imagine, if you will, that Nvidia had launched its forthcoming “Grace” Arm server CPU three years ago instead of early next year. …
There is a likelihood that we could see both British chip designer Arm Holdings and one of its server-focused startup adherents, Ampere Computing, go public this year, as indicated by recent rumors of the first and news from Ampere itself this morning that it has confidentially filed for an initial public offering. …
While a $1.25 billion hit to the Nvidia books after the company terminated its $40 billion deal to acquire chip designer Arm Holdings from Japanese conglomerate SoftBank Group this week is a big deal, the fact that Nvidia and SoftBank were going to see a lot of regulatory scrutiny and IT market resistance is no surprise. …
Many of us have been wracking our brains why Nvidia would spend a fortune – a whopping $40 billion – to acquire Arm Holdings, a chip architecture licensing company that generates on the order of $2 billion in sales – since the deal was rumored back in July 2020. …
IT organizations are funny creatures, indeed. On the one paw, they are eternally optimistic about the prospects for new technologies, and on the other paw, they are extremely resistant to change because of the economic and technical risks that change requires. …
For the past decade, we have documented the attempted rise of ARM processors in the datacenter, specifically in general purpose servers. …
Private equity firm Silver Lake Partners has an appetite for tech, and securing funding for Dell to take itself private and then go out and buy EMC and VMware is now going to take a backseat in terms of deal size – and in potential ripple effects in the datacenter – now that chip giant Broadcom is making an unsolicited bid, backed by Silver Lake, to take over often-times chip rival Qualcomm. …
China represents a huge opportunity for chip designer ARM as it looks to extend its low-power system-on-a-chip (SoC) architecture beyond the mobile and embedded devices spaces and into new areas, such as the datacenter and emerging markets like autonomous vehicles, drones and the Internet of Things. …
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