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.
I think with the advent of 100/400Gb LAN switches and RoCE Infiniband should be just about dead. Even Mellanox doesn't seem to push it over Ethernet. I don't see much of a future for it going forward.
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: (Score:2)
Re:ARM acquisition about survival (Score:2)
A fair point. Kinda makes you wonder why they bought out Mellanox at all, but . . . oh well.