Intel faces a tough future as Nvidia becomes the absolute category-king in the modern microprocessor business; Nvidia market cap is about $300 billion for Intel’s $209 billion. With ARM in the arms of Nvidia, there is a new order right now. Yes, Nvidia is acquiring one of the most important technology companies in the world right now for $40 billion. ARM which makes a spectacular Central Processing Unit (CPU) technology is largely the operating system of modern mobile computing.
With Nvidia’s AI technology being armed by these CPUs, you have a new basis of competition in the market, with industry-shaping implications for players like Intel. As that happens, Softbank goes home with a “profit” of $8 billion. The Japanese company (there is nothing soft in its name with its fat bank account) bought ARM for $32 billion four years ago.
Uniting NVIDIA’s AI computing with the vast reach of Arm’s CPU, we will engage the giant AI opportunity ahead and advance computing from the cloud, smartphones, PCs, self-driving cars, robotics, 5G, and IoT.
NVIDIA will bring our world-leading AI technology to Arm’s ecosystem while expanding NVIDIA’s developer reach from 2 million to more than 15 million software programmers.
Our R&D scale will turbocharge Arm’s roadmap pace and accelerates data center, edge AI, and IoT opportunities.
Arm’s business model is brilliant. We will maintain its open-licensing model and customer neutrality, serving customers in any industry, across the world, and further expand Arm’s IP licensing portfolio with NVIDIA’s world-leading GPU and AI technology.
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