There is a tremendous difference between designing an IP and putting out a chip. I have worked for two of the three companies you mention.

You make a valid point. Nvidia does indeed make servers and handheld game consoles. Why not? And yes, I probably would buy an Nvidia laptop–if I was spending someone else’s money….

Let’s hope that ARM Holdings can remain as a more neutral IP provider and Publicly Owned as well.

Any company is only as good as its workforce… and Arm has very good engineers. However, Apple and Qualcomm, for example, both have superior chips to anything Arm has put out.

RICS-V for new World Domination of Embedded solutions.

Color me skeptical. I think ARM does a lot that people aren’t going to do open source and people aren’t going to want to do themselves if they can avoid it. And if a move to RISC-V were to happen, I think it would happen anyway, I’m not sure a sale to NVIDIA would accelerate it.

ARM wasn’t making money or generating much revenue. Things that don’t make money must be unlocked, if possible, or supported. And once it starts being supported it’s going to become a mess. Are CPU cores the same as OS kernals? An OS kernal seems like a utility. People can make requests and things can be added. Competitive CPU cores need innovation. Isn’t it a whole lot easier to innovate a CPU core when you have control over the ISA?

Synopsis annual revenue, they’re both EDA tools and design kit enterprise, is twice that of Holdings. SNPS market cap is currently $30 Billion.

To Nvidia ARM is worth another business as process saturates, only of which a small portion is valuable to Nvidia’s core business, ARM would place Nvidia into an entirely different type of business that is certainly a life boat.

As a once licensee partner manager at ARM Inc., no licensee would approve being placed under Nvidia’s umbrella. ARM Holdings umbrella is often times in recent years questioned by licensees many of which to get out from under ARM procured architectural licenses to better control their own destinies.

ARM acquisition by Softbank for $32 billion, during a divergence of public and market attention parallel the UK EU referendum, parliamentary lack of attention purposefully timed by some for ARMs take at a price to good to be true and that no one would match. This was an IP grab by Softbank and a personal power grab by some operating within Holdings. The IP grab has obviously gone stale. And it not that ARM did not need the money, as the regular frequency of stock price pops between A15 and A72 space slowed in time.

Pursuant Softbank ARM, ARM value is questionable until sorting out security of ARM competitive IP, if, and how much has fallen into the hands of cartel syndicate operations.

Best option is for the British government to nationalize ARM while the security of competitive IP is determined, which will be difficult if and until it shows up at any legitimate foundry operation. Then, too reprivatize ARM I would suggest a consortium of foundry operations into process production which foundries definitively rely and the design tool and whole kit divisions.

ARM is worth a couple of crown jewels which is what the crown jewels are for; emergencies.

Mike Bruzzone, Camp Marketing