Author Topic: NVDA - Nvidia  (Read 6953 times)

Liberty

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Re: NVDA - Nvidia
« Reply #20 on: September 14, 2020, 11:37:30 AM »
On one hand, ARM has been a great company pre Softbank acquisition and they pretty much own non-x86 CPU space.

On the other hand, they've been design and license shop, which made ARM architecture so attractive and adopted. If NVDA decides to manufacture ARM CPUs, ARM licensees won't be happy. If NVDA continues to design and license, they are somewhat limited in revenues, features, products, etc. (though margins/profits from licensing are very high).

It's gonna be quite interesting integration and growth challenge IMO.

Disclosure: I hold NVDA stock. No plans to buy or sell here.

Check out the call this morning, Jensen's pretty clear about their plans there, both to keep the open license model, and how they will integrate the ARM stack to compete in the data-center.

If you want the cliffs notes, i'll publish my notes via email on the call on Wed morning.


Liberty

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Re: NVDA - Nvidia
« Reply #21 on: September 15, 2020, 08:57:32 AM »