# Fear & Loathing on the M&A Trail

- Show: [EE Times Current](https://hardwarepodcasts.com/podcast/ee-times-current)
- Published: 2021-02-26
- Length: 25m
- Page: https://hardwarepodcasts.com/podcast/ee-times-current/2021-02-26-fear-loathing-on-the-m-a-trail
- Listen: https://www.eetimes.com/podcasts/eetoa-124/

## Summary

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.

## Chapters

- [0:00](https://hardwarepodcasts.com/podcast/ee-times-current/2021-02-26-fear-loathing-on-the-m-a-trail#t=0) Introduction: Nvidia-Arm Deal and Automotive Sensor APIs
- [5:03](https://hardwarepodcasts.com/podcast/ee-times-current/2021-02-26-fear-loathing-on-the-m-a-trail#t=303) Automotive Sensor Integration and the Need for Standard APIs
- [7:50](https://hardwarepodcasts.com/podcast/ee-times-current/2021-02-26-fear-loathing-on-the-m-a-trail#t=470) Kronos Group and Recognize on Open Standards for Edge AI
- [12:23](https://hardwarepodcasts.com/podcast/ee-times-current/2021-02-26-fear-loathing-on-the-m-a-trail#t=743) Mike Feibus on the Nvidia-Arm Acquisition and Industry Fear
- [19:10](https://hardwarepodcasts.com/podcast/ee-times-current/2021-02-26-fear-loathing-on-the-m-a-trail#t=1150) Nvidia's Strategic Motives and Threat to Cloud Vendors

## Topics

- [Policy, trade & tariffs](https://hardwarepodcasts.com/topic/policy-trade-and-tariffs)
- [Microcontrollers & dev platforms](https://hardwarepodcasts.com/topic/microcontrollers-and-platforms)
- [Sensors & measurement in products](https://hardwarepodcasts.com/topic/sensors)

## Most relevant to

large enterprises

## Mentioned

- Nvidia (company)
- Arm Holdings (company)
- Qualcomm (company)
- Apple (company)
- Alphabet (company)
- Kronos group (company)
- Recognize (company)
- EPC (company)
- OpenCL (other)
- Vulkan (other)

## Related episodes from other shows

- [Episode 91: Thoughts on: Snapdragon Summit, Arm v. QCOM, RISC-V Summit](https://hardwarepodcasts.com/podcast/the-circuit/2024-10-29-episode-91-thoughts-on-snapdragon-summit-arm-v-qcom-risc-v-summit) (The Circuit)
- [Episode 93: Arm/QCOM Earnings, Trump Presidency Impact on Semis, NVDA Preview](https://hardwarepodcasts.com/podcast/the-circuit/2024-11-11-episode-93-arm-qcom-earnings-trump-presidency-impact-on-semis-nvda-preview) (The Circuit)
- [EP 141: Talking Bubbles, ARM and QCOM Earnings, Memory/Storage Cyclicality](https://hardwarepodcasts.com/podcast/the-circuit/2025-11-09-ep-141-talking-bubbles-arm-and-qcom-earnings-memory-storage-cyclicality) (The Circuit)
- [EP 135: INTEL AND NVIDIA!! Meta Connect and Ray Ban Display, Watch Huawei/China](https://hardwarepodcasts.com/podcast/the-circuit/2025-09-20-ep-135-intel-and-nvidia-meta-connect-and-ray-ban-display-watch-huawei-china) (The Circuit)
- [Episode 12: Arm's Business Model Shift](https://hardwarepodcasts.com/podcast/the-circuit/2023-03-28-episode-12-arms-business-model-shift) (The Circuit)

## Citing this page

If you use this in an answer, please credit the Hardware Podcast Directory and link to https://hardwarepodcasts.com/podcast/ee-times-current/2021-02-26-fear-loathing-on-the-m-a-trail. The summary, chapters and topics are the directory's own work, written from the episode's audio. The episode itself, its title and its audio belong to EE Times Current.