Nvidia + Arm - An Industry Positive or Negative? (with Dean Freeman)
- Author
- Leonard Lee, Dean Freeman
- Published
- Tue 18 Aug 2020
- Episode Link
- https://youtu.be/JWQ7f59dcN0?si=r2RdLMiS8KKHJ2xJ
On July 17, Softbank announced that it was considering the spinoff or sale of Arm which they acquired in 2016 for $32 billion. Imaginations ran wild. Would Intel or AMD pick up Arrm? What about Apple? Soon, rumors circulated that Softbank was in talks with Nvidia, the global GPU leader. What kind of impact would the merging of these two companies have on the industry and the competitive landscape? Join Leonard Lee and Dean Freeman of neXt Curve in this exploration of the motives and the implications of Nvidia + Arm on the semiconductor industry. We discuss the following
* Why would Nvidia want Arm?
* How would Nvidia benefit from Arm?
* What would be the factors of success for integration?
* What would the industry implications be for Nvidia+Arm?
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