Probably nothing? Apple has something akin to a perpetual license to the instruction set so aside from maybe a new address to send any recurring payments to, Apple is pretty much in control of their own silicon destiny.
— Rene Ritchie (@reneritchie) September 14, 2020
(Also probably why they had little interest in buying.) https://t.co/voUnlHYVMc
Talked with both @NVIDIA's Jensen Huang and @ARM's @simonsegars about the $40B deal. https://t.co/A5WeBqiHRh
— Patrick Moorhead (@PatrickMoorhead) September 13, 2020
Wow, this is a huge moment in the world of computing. It shows 1) the importance of holistic systems approach to computing, 2) as predicted, AI is redefining computing. Going all-in on AI was Nvidia's best movehttps://t.co/y1wvwiEzPd
— Naveen Rao (@NaveenGRao) September 14, 2020
fascinating chat tonight re: Nvidia’s plans for ARM by CEO Jensen.
— steve (@stevejang) September 14, 2020
in response to conflict & neutrality concerns, he promises to keep ARM on open-to-all IP licensing model and separate from Nvidia mfg.
this’ll be an coup if they get this past the FTC. https://t.co/qKsNZUrn55
Good insight into the Nvidia Arm deal here ? https://t.co/SRXTh6Uoa2
— Tom Warren (@tomwarren) September 14, 2020
With this, Nvidia is the new juggernaut in the datacenter semiconductor space. Quite possible this may happen soon across the datacenter s/Intel/Nvidia/ ... The coming decade is gonna be interesting to watch as I expect battle like the one happened btw intel & Amd in the 2000s https://t.co/UydlrM6GxM
— Subbu Rama (@Subburama) September 14, 2020