ARM CPU development might speed up as Nvidia might want to fight in server market.
ARM GPU (Mali) was not competitive for long time, so drastic changes are welcome.
Qualcomm and Samsung don't have custom cores. Qualcomm tweaks vanilla Cortex A, while Samsung ditched it's custom CPU team and...
Oh yes, I'm sure everyone would love to cooperate with company which increases license fee 100x :D
I'm sure they'd have tons of clients lining up to ask for possibility to cooperate.
/s
Who is "all others" that Nvidia competes withs? In their main GPU market they compete with Intel and AMD. Both of these companies would love ARM to fail as it's their future competitor. I'm sure AMD would love to trade failing ARM for ditching security ARM core in their CPU.
Why would Nvidia spend >40 mld/bn $ to hurt... um ... who exactly? Intel and AMD will be pleased if ARM CPUs will fail, Mellanox rather doesn't care about ARM. So who (from Nvidia competitors) would really loose when Nvidia acquires ARM?
How certain (reliable leaks) it is that Nvidia will be using SS 8LPP? Samsung has further improved 8 nm process, design for high clock/high power 8LPU, which seems like a better solution for big, power hungry and highly clocked GPUs.
For Golden Cove you have to wait till 2021 and it should be 10nm++ (or 10nm+++ if you count Cannon Lake as 1st generation of 10nm).
Intel Atom core is tiny, very tiny, but when it comes to PPA (perf/mm^2) it is real beast. 4 Tremont Atom cores are slightly smaller than single Willow Cove core...
In pure performance old Y line might be ahead of Lakefield because of higher PL2. However, when it comes to idle power consumption or battery life Lakefield should be way ahead.
I'm 99% sure Lakefield will "fails and costs lots of money", that's usually the case when you release bleeding edge product with hope that it's technology will be useful for later generations. After almost 1 year from being announced we get 2 SKUs and so far only 2 design wins. No way it can pay...
I think Lakefield might be realease mainly to get experience with 3D chiplet stacking (afaik, noone did that before?), to iron out issues which for sure did/will appear during designing, manufacturing such SKU. But overall, I agree that Lakefield is super late. Ttemont core was unveiled 8 months...
There were some rumours about Ampere RTX 30 series that it will include DLSS 3.0. Making DLSS as common as possible is very reasonable, will boost Nvidia performance a lot. Tho, rumours are only rumours till RTX release, so don't take it for granted...
Well, in same article you have:
Maybe if Samsung allocated more resources into SARC, results would be better. Also, this graph indicates bigger jump of performance for M6 core.
According to rumours DLSS 3.0 is supposed to work with every game with TAA implemented. They'll just suggest using those games and Ampere GPUs will run circles around Turing/Pascal.
You know DIY is small market with highest % of tech enthusiasts (knowledge wise, not $$$ wise)? More important market is for example laptops. When Intel had CPU shortage DIY was least import for them.
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