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.
Hyperion Research Reports HPC Server Market Beats Forecast for Full-Year 2018
Earl Joseph, Alex Norton and Steve Conway
Worldwide factory revenue for the high-performance computing (HPC) technical server market jumped for the full-year 2018 by 15.6% over the exceptionally strong 2017 calendar year period to $13.7 billion. The 2018 result was 6.2% higher than Hyperion Research's forecast $12.9 billion figure for the year.
April 2019 | Quick Take
IBM’s Q System One: One More Piece of the Larger Puzzle
IBM's recent announcement of their new Q System One universal quantum computer is yet another milestone in the firm's long-term commitment to transitioning quantum computing (QC) hardware from one-off research status into a capable commercial offering. Although the new Q System One, as announced, does not demonstrate any significant advances in current quantum computing capability, as measured by the number of qubits per system, it does show that IBM can design and manufacture a system that, at the right price, could be attractive to a wide range of users looking to integrate quantum computing into their overall R&D process.
January 2019 | Quick Take