Arm, every mention
30 scenes (2022) · ← back to Arm
tap a year for its mentions
every year 2022 anyone Ben Gilbert 38David Rosenthal 34John Bathgate 4Brinton Johns 3
Verbatim, from the transcripts: the passages where Arm comes up
Qualcomm · Acquired
- ▶ 2:02:32 Ben Gilbert For anyone who listened to our ARM episode, you'll remember the difference between ARM makes a instruction set architecture that you can license, or you can go big with them and just buy one of the actual ARM design ships off the shelf.
- ▶ 2:02:49 Ben Gilbert Snapdragons use an off-the-shelf ARM design for their CPU.
- ▶ 2:02:54 Ben Gilbert Apple just uses the ARM instruction set, but has done their own custom design to get the most performance.
- ▶ 2:03:03 Ben Gilbert The Nuvia team can just do their own custom design of chips and actually be differentiated from stock ARM CPUs, just like Apple is doing.
- ▶ 2:03:22 David Rosenthal A standard issue ARM.
- ▶ 2:03:24 Ben Gilbert Arm design.
- ▶ 2:04:41 Ben Gilbert But either way, Nuvia seems to be the ticket, because if you can custom design chips using the ARM ISA, but be like the performance of Apple Silicon, I don't care what you're putting those in, that's a really good, powerful thing.
- ▶ 2:13:39 Ben Gilbert Uh, an example is MediaTek, who not only makes the baseband modem chip, but also systems on a chip using the stock arm CPU designs.
- ▶ 2:14:00 Ben Gilbert Android phones are using MediaTek, and so Qualcomm kind of needed to buy Nuvia in order to differentiate the CPU and not just be using the stock ARM design that MediaTek and everyone else is using on much cheaper chips.
Nvidia: The Machine Learning Company (2006-2022) · Acquired
- ▶ 36:12 David Rosenthal It was a full-on system on a chip for smartphones, competing directly with Qualcomm, with Samsung, like it was a processor, like an ARM-based CPU.
- ▶ 1:16:55 David Rosenthal NVIDIA was gonna buy ARM.
- ▶ 1:17:03 Ben Gilbert Everyone out there, Jensen, their IR person, different tech people who are being interviewed on various podcasts, were talking about the whole strategy and how excited they are to own ARM and how NVIDIA is gonna be, you know, it's good on…
- ▶ 1:17:17 Ben Gilbert Much better if we add ARM, and here's all the cool stuff we're gonna do with it, and then it doesn't happen.
- ▶ 1:17:24 Ben Gilbert And now you've got dozens of hours of people talking about the strategy, so you're almost like, it's funny that now, after listening to all that, I'm sort of like disappointed with NVIDIA's ambition on its own without having the strategic…
- ▶ 1:17:38 David Rosenthal We should revisit arm at some point.
- ▶ 1:17:39 David Rosenthal We did do the soft bank acquiring arm episode years and years ago now, but.
- ▶ 1:17:46 David Rosenthal You know, you think arm like they are a CPU architecture company whose primary use case is mobile and smartphones, right?
- ▶ 1:18:13 David Rosenthal Yeah, like, everything Arm does is, like, great, and that's fine, but, like, we want to own the data center.
- ▶ 1:18:17 David Rosenthal When we say we want to own the data center, we want to own everything in the data center, and we think Arm chips, Arm CPUs, can be really a really important part of that.
- ▶ 1:18:26 David Rosenthal Arm is not focusing right now enough on that.
- ▶ 1:18:36 David Rosenthal And indeed, this year, Nvidia announced they are making a data center CPU, an arm-based data center CPU called Grace to go with the new Hopper architecture for their latest GPU.
- ▶ 1:19:03 Ben Gilbert So the objectors to that acquisition, and it's a good objection, and this is ultimately, I think, why they abandoned it, because I got the regulatory pressure on this, is ARM's business is simple.
- ▶ 1:19:18 Ben Gilbert So even Apple, who designs their own chips, is licensing the ARM instruction set, and so in order to use that, I don't know what it actually is, 20 keywords or so that, that can get,
- ▶ 1:19:30 Ben Gilbert You know, if you want to use these instructions, you have to license it from ARM.
- ▶ 1:20:00 Ben Gilbert So, NVIDIA, you're a fabulous chip company, you're a vertically integrated business model, are you gonna stop allowing ARM licenses to other people?
- ▶ 1:20:32 Ben Gilbert And how cool would it be if you could use that stuff on ARM designed IP, either just the using the ISA or also using the actual designs that people license from them.
- ▶ 1:20:42 Ben Gilbert How cool would it be if, because we were one company, we were able to make all of that stuff available for ARM chips as well?
- ▶ 1:25:51 David Rosenthal Well, and, you know, thinking about increasing that gross margin further, and what we were talking about a minute ago with Arm and the licensing, so at the Analyst Day around GTC this year,
Nvidia: The GPU Company (1993-2006) · Acquired
- ▶ 1:01:24 David Rosenthal Arm.
- ▶ 1:01:25 Ben Gilbert ARM, ASML, Qualcomm, and Broadcom?