NVIDIA to Acquire Arm — Imagine Being Jensen Huang for a Moment
This IDC Market Perspective examines NVIDIA's proposed acquisition of Arm, which, if approved, will potentially change the datacenter, edge, and cloud server markets in profound ways. NVIDIA IP inserted into Arm processors and licensed to Arm manufacturers may yield compute efficiencies and capabilities that were not possible before. But Arm has struggled in the datacenter and cloud for many years, and while the mobile market will be a revenue generator for NVIDIA with Arm, the server market will become a battlefield. What is more, for all participants in this space, Arm neutrality will be essential, especially for the Chinese Arm licensees."This acquisition has huge potential," said Peter Rutten, research director at IDC's Infrastructure Group. "But the immense technological possibilities of an NVIDIA-Arm server processor will have to overcome the server market realities of deeply entrenched market participants that too are rapidly advancing new technologies."
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