nVidia makes most of their money selling computer accelerators and/or dGPUs. They don't have a serious competitor in the phone market, and it's roundly-suspected that NV makes very little off the Switch, since Nintendo is using an old-and-probably-discounted version of Tegra (TX1). Automotive makes them a little money, but not that much, and they're slowly losing ground there.
The problem nVidia has today is that they're reliant on proprietary technology without complete leverage to force people to use it.
But you forgot to add that nvidia also screwed everyone that did the mistake of working with them, just ask Sony, MS or apple.
Hell, they even screwed their own paying customers (disabling physx if an AMD gpu was also installed on the same system)
Investment wise and given the current stablished profits from Arm, there is no way for then to recoup their money, so trust me, they have a plan and it wont include the lube for the receiving ends.
nVidia has been devilishly difficult to deal with in the past. They may well raise hell in the phone market, or they may not. But if they don't lay down $40 billion now, there may be no nVidia in the future. So we will see. I do think we'll see NV GPU IP in future ARM reference builds, with all the unpleasant side-effects that you might expect (Panfrost may be in big trouble).
ARM acquisition about survival (Score:5, Insightful)
nVidia makes most of their money selling computer accelerators and/or dGPUs. They don't have a serious competitor in the phone market, and it's roundly-suspected that NV makes very little off the Switch, since Nintendo is using an old-and-probably-discounted version of Tegra (TX1). Automotive makes them a little money, but not that much, and they're slowly losing ground there.
The problem nVidia has today is that they're reliant on proprietary technology without complete leverage to force people to use it.
Re: ARM acquisition about survival (Score:1)
Amazing post.
But you forgot to add that nvidia also screwed everyone that did the mistake of working with them, just ask Sony, MS or apple.
Hell, they even screwed their own paying customers (disabling physx if an AMD gpu was also installed on the same system)
Investment wise and given the current stablished profits from Arm, there is no way for then to recoup their money, so trust me, they have a plan and it wont include the lube for the receiving ends.
Re: ARM acquisition about survival (Score:2)
nVidia has been devilishly difficult to deal with in the past. They may well raise hell in the phone market, or they may not. But if they don't lay down $40 billion now, there may be no nVidia in the future. So we will see. I do think we'll see NV GPU IP in future ARM reference builds, with all the unpleasant side-effects that you might expect (Panfrost may be in big trouble).