Nvidia Acquisition of Arm Could Reshape Chip Market
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.
Seasonal Changes in Q1 HPC Server Growth from 2004 to 2018
Alex Norton, Bob Sorensen, Earl Joseph and Steve Conway
First quarter 2018 HPC server revenues were strong, with notable high quarter over quarter growth from the first quarter of last year. Hyperion Research has been analyzing the data to ascertain what these numbers mean and what they may indicate about full-year 2018 in HPC. These assessments incorporate Hyperion Research discussions with a global base of people in the HPC sector as well as an analysis of the Hyperion Research QView database, a long-standing collection of quarterly revenues and projections for the major HPC vendors.
July 2018 | Quick Take
Cray Reinvents Itself Again and Will Build a Second DOE Exascale System
Steve Conway and Earl Joseph
Major government buyers we interviewed consistently named Cray as one of the handful of global supercomputer makers capable of true innovation at the system architecture level. These vendors maintain their ability to stay at the forefront of the HPC market by continually reinventing themselves and their products. Cray's capture of the $600 million CORAL 2 contract to deliver the 1.5-exaflops Frontier supercomputer to ORNL in 2021 is the company's latest demonstration of its ability to mutate in response to the evolving HPC market environment.
May 2019 | Quick Take