• Guest, The rules for the P & N subforum have been updated to prohibit "ad hominem" or personal attacks against other posters. See the full details in the post "Politics and News Rules & Guidelines."

Nvidia has approached Softbank and is considering buying ARM Holdings

Page 13 - Seeking answers? Join the AnandTech community: where nearly half-a-million members share solutions and discuss the latest tech.

ThatBuzzkiller

Golden Member
Nov 14, 2014
1,078
205
106
Even if no one else would review or block the acquisition, the CCP would've at least stepped up and demanded that there'd be major concessions before the deal could go through ...

It's not just Nvidia that would've faced sanctions from China but SoftBank Group would've likely faced sanctions as well. Are SoftBank Group willing to effectively let ~27.5% (currently worth ~$170B USD) of their stake in the Alibaba Group become paperweight overnight ?
 

DeathReborn

Platinum Member
Oct 11, 2005
2,351
265
126
Historically, obviously yes. I guess that it must be a bit less clear how they (& the politicians) might behave post Brexit.
I'd say post Brexit they'll be more erratic, possibly more dogmatic. They will however still approve deals with conditions that they never hold them to account for (Facebook & WhatsApp, Oculus etc re. separate data for example).
 
  • Like
Reactions: Gideon

guidryp

Golden Member
Apr 3, 2006
1,353
1,498
136
  • Like
Reactions: Gideon

Stuka87

Diamond Member
Dec 10, 2010
5,479
1,267
136
Bit of updated news on this item. Qualcomm has contacted regulators in the US, EU, and China that it is against nVidia's proposed acquisition as it fears nVidia will try and become a gate keeper of ARM, which would give them huge power of much larger companies like Qualcomm (and Apple and such). The FTC is currently in the second stage of approval where it has requested information from SoftBank, nVidia, and ARM.

 

Karnak

Senior member
Jan 5, 2017
219
306
136
Qualcomm is not the only one according to Bloomberg, even Microsoft and Google are against the acquisition. Not a surprise IMO. And one of them want's more than just "complain" about it...

Some of the world’s largest technology companies are complaining to U.S. antitrust regulators about Nvidia Corp.’s acquisition of Arm Ltd. because the deal will harm competition in an area of the industry that is vital to their businesses.

Alphabet Inc.’s Google, Microsoft Corp. and Qualcomm Inc. are among companies worried about the $40 billion deal and are asking antitrust officials to intervene, said people familiar with the process who asked not to be identified because they weren’t authorized to speak publicly. At least one of the companies wants the deal killed. Nvidia shares fell 1.6% in New York trading on Friday.
 
  • Like
Reactions: NTMBK

scannall

Golden Member
Jan 1, 2012
1,800
1,289
136
nVidia's business practices haven't really earned them a lot of trust over the years. Personally I think a consortium of say Apple, Google, Mediatek, Qualcomm, nVidia and others who want to buy in, each having an equal share and setting it up as independent would be the best solution.
 

ThatBuzzkiller

Golden Member
Nov 14, 2014
1,078
205
106
Qualcomm complaining about tech gate keepers, is fine irony.
There's a fine difference between having an industry standard dictated by an oligopoly vs a pure monopoly ...

Qualcomm doesn't have sole control over wireless telecommunications standards since that responsibility goes to 3GPP which includes other corporations like Samsung or Huawei so Qualcomm is pretty much forced to share their power with others inside 3GPP ...

Meanwhile, CUDA as a GPU compute standard has a near total monopoly on the professional GPU compute market is controlled behind a single corporation which is none other than Nvidia!

The last time Qualcomm tried to control wireless standards with their own hands was when they introduced CDMA which didn't see much adoption outside of America and they then established 3GPP2 where other members amounted to nothing more than puppets for Qualcomm since they were calling all the shots around the organization. Both of them ended in failure since CDMA networks are shutting down and 3GPP2 was effectively disbanded so there's practically no legacy symbolizing Qualcomm's unilateral dominance in wireless standards while CUDA has still haunted the GPU compute and professional rendering communities for the last good decade ...
 
Last edited:
  • Like
Reactions: Tlh97 and NTMBK

Steltek

Platinum Member
Mar 29, 2001
2,874
630
136
Well, Nvidia is officially facing their first bump in the road (hopefully with more to come) in their quest to buy Arm:


Most governments usually use "national security grounds" to represent the hill they are willing to die on, so we'll see how this turns out.

Plus, they haven't even gotten to the hard part (i.e. China) yet....
 

uzzi38

Golden Member
Oct 16, 2019
1,753
3,498
106
Well, Nvidia is officially facing their first bump in the road (hopefully with more to come) in their quest to buy Arm:


Most governments usually use "national security grounds" to represent the hill they are willing to die on, so we'll see how this turns out.

Plus, they haven't even gotten to the hard part (i.e. China) yet....
By the way, it's also an investigation into competitive impacts as well.

The Competition and Markets Authority (CMA) will prepare a report on the competition and national security aspects of the proposed transaction. The CMA has until midnight on 30 July 2021 to complete and submit this report to the Secretary of State.
From the source: Proposed acquisition of ARM Limited by NVIDIA Corporation: public interest intervention - GOV.UK (www.gov.uk)
 

gdansk

Senior member
Feb 8, 2011
690
387
136
Good. We should be keeping UK tech out of US hands.
ARM is thoroughly international at this point. It's already owned by a Japanese company. Designs come not only from the UK but Texas and France too. I'd say ending up in US ownership would not be a problem as long as it some holding company and not a technology company. But Nvidia is rather worrisome given their past licensing behavior.
 

scannall

Golden Member
Jan 1, 2012
1,800
1,289
136
ARM is thoroughly international at this point. It's already owned by a Japanese company. Designs come not only from the UK but Texas and France too. I'd say ending up in US ownership would not be a problem as long as it some holding company and not a technology company. But Nvidia is rather worrisome given their past licensing behavior.
A consortium of all the big ARM players and everyone wanting a buy in with equal shares to each would be the best bet. Let ARM run itself and be independent.
 
  • Like
Reactions: Tlh97 and Saylick

Steltek

Platinum Member
Mar 29, 2001
2,874
630
136
ARM is thoroughly international at this point. It's already owned by a Japanese company. Designs come not only from the UK but Texas and France too. I'd say ending up in US ownership would not be a problem as long as it some holding company and not a technology company. But Nvidia is rather worrisome given their past licensing behavior.
It'll be a big problem for China, though, especially given the worsening status of US/China relations at this point. And China does effectively, for all intents and purposes, have the ability to block the acquisition entirely if they wish.

I expect China's bargaining position with Nvidia will start out as "we wouldn't even bother to piss on you to put you out if you were on fire" and will go downhill from there. Nvidia will have to make MAJOR concessions to get Chinese approval, and any concessions of that level will have repercussions on both US and British approval processes.

With Nvidia being Nvidia, I have every reason to doubt (absent a miracle) they have the ability to pull this off at this point.
 

Thala

Golden Member
Nov 12, 2014
1,263
571
136
Well, Nvidia is officially facing their first bump in the road (hopefully with more to come) in their quest to buy Arm:


Most governments usually use "national security grounds" to represent the hill they are willing to die on, so we'll see how this turns out.

Plus, they haven't even gotten to the hard part (i.e. China) yet....
Indeed i would expect China to be the strongest opponent - having ARM in the hands of a US company looks to me a no-go from Chinas point of view. This holds in particular since it does not matter what NVidia as a company agrees to - as we have seen the US government can easily overrule any prior agreements.
 

soresu

Golden Member
Dec 19, 2014
1,684
871
136
Designs come not only from the UK but Texas and France too.
I think going forward the Austin design team may be moved elsewhere to prevent US claims of ARM tech ownership.

Lessons learned and all that.

It would be a shame for multiple generations of ARM cores of a given design team in the future to become unlicensable to lucrative clients simply because of political factors.
 

Thibsie

Senior member
Apr 25, 2017
209
197
116
I would have thought, some of them.already moved to AMD. Or is this the source of the collab between Samsung and AMD about RDNA for mobile ??
 

ASK THE COMMUNITY

TRENDING THREADS