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wAYshzRtw

51 karma · joined September 12, 2020

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wAYshzRtw··on Proposed acquisition of ARM Limited by NVIDIA: public interest intervention
Yes, that's the plan.
wAYshzRtw··on Proposed acquisition of ARM Limited by NVIDIA: public interest intervention
Makes sense. I think it's going to be a lot more difficult for Nvidia to argue against this, rather than if the intervention had been about competition or something.
wAYshzRtw··on Proposed acquisition of ARM Limited by NVIDIA: public interest intervention
Because the nature of this acquisition is completely different. SoftBank left Arm mostly alone; i.e. brand survived, all offices survived, etc. If this deal goes through, Arm will get fully integrated into Nvidia. There won't be an "Arm" anymore.
wAYshzRtw··on Proposed acquisition of ARM Limited by NVIDIA: public interest intervention
> Under the powers set out in the Enterprise Act 2002, the Secretary of State for Digital, Culture, Media and Sport is able to intervene on national security grounds.

> The Competition and Markets Authority (CMA) will prepare a report on the competition and national security aspects of the proposed transaction.

So it's being framed as a national security threat, interesting.

wAYshzRtw··on SoftBank set to sell UK’s Arm Holdings to Nvidia for $40B
> However, I can't see how they will avoid enormous conflicts of interest between Nvidia and other competing Arm customers and that this will be to the detriment of everyone who makes and uses Arm based products (except Nvidia).

Yes, this. I see people talk about this but not enough imo. How on earth would Nvidia ever be allowed to purchase Arm? That's a massive conflict of interest. I know the rules don't really matter when we're talking about companies this large but this is so blatant, to me.