- Aug 1, 2005
Yup, the reference ARM designs will be filled with NVIDIA GPU IP, licensees will likely pay a lot more than they do now but they won’t have any choice since most likely the reference NVIDIA version will be far better than a barebone ARM cpu that can have an AMD gpu bolted on to it. Just think, you get millions of Android phones with DLSS capable SoC that can run circles around anything even Apple can make. Google will probably give NVIDIA corporate fellatio and everyone else will fall in line. It will be AMD who loses out and in the long run Intel will be crying too when NVIDIA manages to get Windows for ARM + native PC games (or ported from x86) with top tier “built for GeForce” optimizations that you will not get on x86. Imagine buying a 6090 or whatever in the future and on Windows ARM you get 20-30% higher FPS because nvidia hobbles their stuff on x86. That will be the nail in the coffin for both AMD and Intel. Jensen is a very smart guy, the last of the Steve Jobs types in this industry. That’s why I always laugh when people try to measure Lisa Su against him. Sure she’s an ok leader but she’s not even in the same league as him.Yeah, that's the obvious thing (which I brought up in one of these threads, lol). It's the best way to break into the market and stop the cometition. Like AMD licensing/building a GPU with Samsung for ARM. This will be a thing of the past Why fight your way in when you can buy your way in. It's not dumb by any means, and a lot of businesses do this all the time. They can license their IP for a "small" up-charge with the ARM core and get their product into possibly billions of devices over the next decade. Of course, nothing was stopping them from doing this already, like AMD is doing with Samsung, but owning the market makes it much simpler than trying to compete . I'm not saying this as good or bad, it's just businesses and how they work.