Probably a mixture of both, I think NVIDIA had a chance to push ARM to new heights it would also have forced them to be far more open.
Longer term the market might be in a better position with a public ARM.
I think a lot of the concerns around NVIDIA were driven by hyperbolic statements and memes.
ARM is a good example of a monumental success and relative failure as in their cores and their architecture is in everything but they never have been able to capitalize on their success at the same scale at least as far as it goes for converting it into revenue which sits only at around $2B per year.
NVIDIA on the other hand has mastered capitalizing on every success no matter how small it is.
Overall as acquisitions go on paper it was a good match. It would’ve given ARM access to a lot of capital, engineering resources and a driven management with a strategic vision.
NVIDIA would’ve gotten the ability to set the path for one of the most commonly used CPU architecture and being able to offer a completely vertically integrated solution to both enterprise and end consumers.
Arguably NVIDIA could achieve the latter on its own too at least by licensing ARM I do think it’s a shame that they don’t have an x86 license too. ARM on the other hand would need to undergo a massive change to get into the position they arguably deserve to be in.
Longer term the market might be in a better position with a public ARM.
I think a lot of the concerns around NVIDIA were driven by hyperbolic statements and memes.
ARM is a good example of a monumental success and relative failure as in their cores and their architecture is in everything but they never have been able to capitalize on their success at the same scale at least as far as it goes for converting it into revenue which sits only at around $2B per year.
NVIDIA on the other hand has mastered capitalizing on every success no matter how small it is.
Overall as acquisitions go on paper it was a good match. It would’ve given ARM access to a lot of capital, engineering resources and a driven management with a strategic vision.
NVIDIA would’ve gotten the ability to set the path for one of the most commonly used CPU architecture and being able to offer a completely vertically integrated solution to both enterprise and end consumers.
Arguably NVIDIA could achieve the latter on its own too at least by licensing ARM I do think it’s a shame that they don’t have an x86 license too. ARM on the other hand would need to undergo a massive change to get into the position they arguably deserve to be in.