Hardware Podcasts

Nvidia & Arm: The East Coast Perspective

EE Times Current · 23 Apr 2021 · 28m

What this episode covers

Analyst Mike Feibus joins EE Times to critique Nvidia's proposed acquisition of Arm, arguing it is an anti-competitive move that threatens the open processor ecosystem. Feibus highlights regulatory skepticism from Washington, the chaotic status of SoftBank's ownership, and Nvidia's strategy to lock in developers via proprietary technologies like CUDA and NVLink. He assesses the deal's odds at 4-to-1 against, citing timing and geopolitical hurdles, particularly in China.

Most relevant to

large enterprises

Topics

Mentioned

Companies
Nvidia, Arm Holdings, Cerebras, Qualcomm, MediaTek, Marvell, Alumina, Grail, Facebook, Amazon, Google, Intel, SoftBank
Products
Instagram, Project Grace, NVLink, CUDA, Omniverse
Also
Mike Feibus, FTC

Related episodes from other shows

Other shows on the same ground, closest first.

  • The Circuit · 49m

    Episode 61: A Holistic Analysis of Nvidia

    Ben Bajarin and Jay Goldberg conduct a holistic analysis of Nvidia, arguing that while competitors like AMD, Intel, Grok, Etched, and Cerebras exist, they currently pose limited threats due to incomplete hardware-software stacks. The hosts emphasize that Nvidia's CUDA ecosystem and the 'moat' of its complete platform create high switching costs for hyperscalers like Google, Microsoft, and Amazon, who continue to buy Nvidia despite developing custom silicon. They identify custom silicon from hyperscalers and the potential slowdown in performance gains as the primary risks to Nvidia's dominance, alongside regulatory scrutiny and US-China trade tensions.

    Chips, FPGAs & semiconductorsConnected products & IoT
    8 chapters

  • The Circuit · 37m

    Episode 119: Computex, Google I/O, Dell Tech World, and more

    Analysts Ben Bajarin and Jay Goldberg discuss Computex, Google I/O, and Dell Tech World, highlighting NVIDIA's strategic pivot with NVLink Fusion to accommodate custom silicon and its geopolitical challenges in China. They analyze Google's consumer AI advancements, specifically Gemini Live Video, while debating the monetization of generative AI and the shift toward edge computing. The conversation also covers the competitive dynamics in China's software market and the evolving infrastructure needs for on-premise and edge AI factories.

    Connected products & IoTChips, FPGAs & semiconductors
    8 chapters

  • The Circuit · 42m

    Episode 31: The Arm F1 and Pending IPO

    Ben Bajarin and Jay Goldberg analyze Arm's F-1 IPO filing, highlighting SoftBank's aggressive exit strategy and the company's heavy reliance on mobile revenue from just five customers, including a litigious Qualcomm. They discuss the low average royalty of 11 cents per chip, the complex Arm China joint venture, and the potential for business model shifts toward compute subsystems. The hosts also assess the IPO's impact on future semiconductor listings, particularly Ampere, noting that a successful Arm launch is critical for market confidence in the sector.

    Fundraising & investorsPricing, margins & unit economics
    8 chapters

  • The Circuit · 37m

    Episode 93: Arm/QCOM Earnings, Trump Presidency Impact on Semis, NVDA Preview

    Ben Bajarin and Jay Goldberg analyze recent earnings from Arm and Qualcomm, highlighting Arm's conservative guidance and ongoing lawsuit with Qualcomm, while noting Qualcomm's strong automotive diversification despite margin pressures from TSMC price hikes. They discuss the potential impact of the Trump presidency on semiconductor policy, focusing on government support for Intel, tariffs, and trade relations with China. Finally, they preview Nvidia's upcoming earnings, noting that Blackwell demand remains supply-constrained by TSMC packaging capacity, with concerns about future demand sustainability and H100 pricing.

    Chips, FPGAs & semiconductorsPolicy, trade & tariffs
    5 chapters

  • The Circuit · 45m

    EP 135: INTEL AND NVIDIA!! Meta Connect and Ray Ban Display, Watch Huawei/China

    Ben Bajarin and Jay Goldberg analyze NVIDIA's $5B investment in Intel and their joint development of CPU-GPU systems for data centers and PC chiplets, discussing the strategic implications for AMD, ARM, and Intel's Foundry business. They review Meta's new Ray-Ban Meta Display AR glasses, noting the $799 price point, the utility of the small display for translation and visual overlays, and the trade-offs regarding eye tracking and field of view. Finally, they discuss Huawei's rapid progress in building a domestic semiconductor supply chain, including non-EUV lithography capabilities, signaling a significant shift in the global chip landscape.

    Chips, FPGAs & semiconductorsIndustrial & consumer product design
    8 chapters

The summary, chapters and topics are generated from the episode’s audio by this directory, not written by EE Times Current. The episode itself belongs to its publisher.