- Nov 14, 2011
My theory is that Nvidia wants to sell their GPU IP to mobile vendors. They tried this back in 2013, but as far as I can tell nobody took them up on it: https://www.fool.com/investing/general/2013/12/29/nvidias-gpu-licensing-plan-is-clever.aspxI'm still trying to wrap my head around what the long-term vision is for Nvidia to own ARM...
If they wanted to re-enter the mobile space, they already have an ARM license and they currently made chips that have ARM processors with Nvidia GPUs. If they wanted to go into datacenters with their own CPU, again they already own an ARM license and can develop their own products already. ARM is an IP house which makes money from licensing, not from selling products, so what's in it for Nvidia? Is it because they eventually want to license out an ARM core that has NVLink built-in?
If they can sell it as a bundle deal with an ARM CPU, that puts them in a better position.