Nvidia’s Analyst Day demonstrated the company is now the leading force in the data center. They have risen to this crest on the back of some incredible execution, and their rise shows the very powerful wave washing through the market for compute semis。
RISV V’s leading proponent SiFive has some great momentum, but it also faces many obstacles ahead.
Arm is cutting jobs in advance of its IPO – we think their reasons for these cuts are likely misplaced, and probably creates more problems for them in the years ahead.
We believe, with increasing conviction, that the market for IoT chips is not going to go to Arm. But it is not going to go to x86 or Intel either. It is going to go RISC V.
It is now likely that Arm will go public. As a public company they may finally have to face up to the challenges facing them.
If Nvidia cannot buy Arm – the company is probably an IPO candidate, or possibly the target of a consortium of competing buyers with a private equity company providing arms length governance.
AWS announced updates to two of its chips last week. And while we wonder why they didn’t announce more, their new chips demonstrate just how serious they are about rolling their own silicon (and how big Intel’s problems are).
FUD, Channel, Software and Prices – Intel looks to be reaching the end of its competitive response playbook – cutting prices on their flagship products is not a good look for the company/
What is Going on with Arm China? – Arm’s China JV has gone fully rogue, declaring independence, adding quite a wrinkle to this ongoing drama.
Idle Speculation on Nvidia and Arm – Could Nvidia’s acquisition plans for Arm break? Probably not, but Arm customers hate the deal, regulators do not seem to like it either, and it is possible Softbank could find better ROI with an alternative path.