Arm designs the proccessor architecture that underpins almost every mobile processor and most of the embedded (aka non PF) designs. The Apple CPUs are based on the arm architecture but they took an architectural license years ago.As an NVDA stock holder this headline caught my eye tonight. $40B!!! Holy Sh!t!! I don't even know what Arm Holdings does! I've got to look it up.
Nvidia (NASDAQ:NVDA) has confirmed it's buying Arm Holdings for $40B from SoftBank (OTCPK:SFTBY).The deal is expected to be immediately accretive to non-GAAP EPS and gross margin, Nvidia says.Reports yesterday noted that Arm and Nvidia have been talking for weeks and that a potential deal was...seekingalpha.com
The challenge here is that if NVIDIA owns ARM, will they also license out their best designs to their competitors? Did ferrari sell their best engines to customers? All the other players know this. Hence, I think the big winner in the embedded space will be SIFIVE and the RISCV architecture.