# Nvidia & Arm: The East Coast Perspective

- Show: [EE Times Current](https://hardwarepodcasts.com/podcast/ee-times-current)
- Published: 2021-04-23
- Length: 28m
- Page: https://hardwarepodcasts.com/podcast/ee-times-current/2021-04-23-nvidia-arm-the-east-coast-perspective
- Listen: https://www.eetimes.com/podcasts/eetoa-ep132/

## Summary

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.

## Chapters

- [0:00](https://hardwarepodcasts.com/podcast/ee-times-current/2021-04-23-nvidia-arm-the-east-coast-perspective#t=0) Introduction: Nvidia and Arm Market Dominance
- [4:46](https://hardwarepodcasts.com/podcast/ee-times-current/2021-04-23-nvidia-arm-the-east-coast-perspective#t=286) Regulatory Framework: Why the Deal is Different
- [6:29](https://hardwarepodcasts.com/podcast/ee-times-current/2021-04-23-nvidia-arm-the-east-coast-perspective#t=389) Political Climate: Washington's Skepticism of Big Tech
- [9:36](https://hardwarepodcasts.com/podcast/ee-times-current/2021-04-23-nvidia-arm-the-east-coast-perspective#t=576) Competitor Concerns and Antitrust Harm
- [15:57](https://hardwarepodcasts.com/podcast/ee-times-current/2021-04-23-nvidia-arm-the-east-coast-perspective#t=957) Geopolitical Hurdles: China and SoftBank
- [19:16](https://hardwarepodcasts.com/podcast/ee-times-current/2021-04-23-nvidia-arm-the-east-coast-perspective#t=1156) Technological Lock-in: CUDA, NVLink, and Project Grace
- [24:15](https://hardwarepodcasts.com/podcast/ee-times-current/2021-04-23-nvidia-arm-the-east-coast-perspective#t=1455) Conclusion: Odds Against the Deal and UK Review

## Topics

- [Policy, trade & tariffs](https://hardwarepodcasts.com/topic/policy-trade-and-tariffs)
- [Intellectual property](https://hardwarepodcasts.com/topic/intellectual-property)
- [Growth, exits & acquisitions](https://hardwarepodcasts.com/topic/growth-exits-and-acquisitions)

## Most relevant to

large enterprises

## Mentioned

- Nvidia (company)
- Arm Holdings (company)
- Mike Feibus (other)
- Cerebras (company)
- Qualcomm (company)
- MediaTek (company)
- Marvell (company)
- FTC (other)
- Alumina (company)
- Grail (company)
- Facebook (company)
- Instagram (product)
- Amazon (company)
- Google (company)
- Intel (company)
- Project Grace (product)
- NVLink (product)
- CUDA (product)
- Omniverse (product)
- SoftBank (company)

## Related episodes from other shows

- [Episode 61: A Holistic Analysis of Nvidia](https://hardwarepodcasts.com/podcast/the-circuit/2024-04-03-episode-61-a-holistic-analysis-of-nvidia) (The Circuit)
- [Episode 119: Computex, Google I/O, Dell Tech World, and more](https://hardwarepodcasts.com/podcast/the-circuit/2025-05-27-episode-119-computex-google-i-o-dell-tech-world-and-more) (The Circuit)
- [Episode 31: The Arm F1 and Pending IPO](https://hardwarepodcasts.com/podcast/the-circuit/2023-08-28-episode-31-the-arm-f1-and-pending-ipo) (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 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)

## Citing this page

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