Authors: Mark Nossokoff, Alex Norton
Publication Date: September 2020
Length: 2 pages
An acquisition of Arm Technologies by Nvidia could transform the global microprocessor market, while significantly expanding the influence of the GPU-maker. If the deal comes to pass, it will merge two top-tier semiconductor firms under one roof, giving the new company access to a much larger combined market. That enables some important synergies, but also brings with it a few discordant elements. The most prominent advantage to Nvidia is the addition of Arm’s CPU IP and design expertise to the company’s own GPU assets. The addition of Arm would enable Nvidia to provide a more diverse set of offerings, expanding its market considerably, especially in the mobile and IoT markets. Furthermore, by taking advantage of the expertise within Arm, Nvidia would potentially be better able to develop integrated CPU-GPU hybrid products for its traditional PC and datacenter markets.
On April 16, 2018, Hewlett Packard Enterprise (HPE) in conjunction with SUSE and Arm teamed up with three leading UK universities to form the Catalyst UK program with the objective of accelerating the adoption of HPC by industry in the UK. The three-year program will center on the installation of an Arm processor-based supercomputer deployment spread across the University of Edinburgh, the University of Bristol, and the University of Leicester, due to be completed in summer 2018. In addition, the program is looking to reach out to UK industry to jointly develop Arm-based applications and workflows. Hyperion Research believes this effort is an important indicator of the UK’s commitment to building an indigenous HPC ecosystem centered on Arm processors, and one that could have wider implications for bolstering Arm-based HPC adoption in future European HPC designs.
April 2018 | Quick Take
This Quick Take presents the new Hyperion Research forecast compared to the previous (May 2018) five-year HPC forecast. The HPC market grew faster than expected in 2018 at 15.6% growth over 2017, resulting in sales of $14.5 billion for the year.
May 2019 | Quick Take