Hardware Podcasts

Fear & Loathing on the M&A Trail

EE Times Current · 26 Feb 2021 · 25m

What this episode covers

Industry analyst Mike Feibus joins EE Times to discuss the perils of Nvidia's proposed $40 billion acquisition of Arm, noting that while opposition from companies like Apple, Qualcomm, and Alphabet is rumored, public resistance is muted due to fear of retribution. Feibus explains that Nvidia’s goal is to control the data center architecture by tying Arm cores to its GPUs, which threatens to drain cloud vendors' motivation to invest in their own silicon designs. The episode also covers the automotive industry's struggle with sensor integration, highlighting the Kronos group's effort to establish standard APIs to allow developers to access data from diverse sensor suppliers without proprietary barriers.

Most relevant to

large enterprises

Topics

Mentioned

Companies
Nvidia, Arm Holdings, Qualcomm, Apple, Alphabet, Kronos group, Recognize, EPC
Also
OpenCL, Vulkan

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