> Number one is this: as you know, we would love to take Nvidia’s IP through ARM’s network. Unless we were one company, I think the ability for us to do that and to do that with all of our might, is very challenging. I don’t take other people’s products through my channel! I don’t expose my ecosystem to to other company’s products. The ecosystem is hard-earned — it took 30 years for Arm to get here — and so we have an opportunity to offer that whole network, that vast ecosystem of partners and customers Nvidia’s IP. You can do some simple math and the economics there should be very exciting.
If Nvidia truely sees ARM as an opportunity kill off Mali and expand Geforce's install base, they might create an incentive for themselves to keep the ARM ecosystem alive. Note this is a pretty credible take I think - Samsung's next Exynos processor will have Radeon graphics and Nvidia can quickly nip that stuff in the bud by this (assuming Geforce is better and cheaper). If this plays out this way would simply be great for the ARM ecosystem. If Nvidia can sell Geforce like ARM sells Mali and leave the ARM ecosystem truly intact, I don't think many will lament the demise of Mali (although I expect some counterviews for this on HN :) ).
Having Geforce be a commanding presence in the ARM ecosystem might be a big problem for the future diversity of GPU vendors though, but that's something I'm interested in seeing play out at least. I do hope AMD can take the battle to Nvidia on ARM too, and that Qualcomm and PowerVR find ways to stay relevant.