Today Nvidia has woken up seeing how the shares are growing around 6 percent (from $ 486.58 yesterday to $ 541.89 at the time of writing), and this is due to the purchase announcement of ARM, And it is that this will enormously revolutionize the technology industry in the coming years, starting with the fact that Nvidia will not only be able to manufacture from its own servers or supercomputers only using its technology without the need to increase the coffers of Intel or AMD but also the possibility of creating your own consumer processors following the steps of Apple or Qualcomm to also create consumer equipment without dependence on anyone.
This is not mere assumptions, it is what is really going to happen, and Jensen Huang himself has already warned and made it clear that seeing Nvidia CPUs in the future is a possibility, and this he did not tell us, he told him your investors on a conference call.
Timothy Prickett Morgan, of the English outlet The Next Platform, asked Jensen Huang: ” Will you really do an implementation of something in the purest Neoverse style first and make a CPU with the Nvidia brand to take it to the data center? Will you make the chip with a reference design for those who just want it and will you help them execute it? “
“Well, in the first place you have made an amazing observation, and that is that all three options are possible,” said Jensen Huang, “[…] So now with our backing and Arm’s serious backing, the world can turn on its head. stand on that foundation and realize they can build server CPUs. Now some people would like to license the cores and build a CPU themselves (referring to Apple). Some people may decide to license the cores and ask us to build those CPUs or that we modify ours. “
“It is not possible for a company to build each of the versions of them, but we will have the entire network of partners around Arm who can take whatever architectures we can think of and depending on what is best for them, either license the core , have a semi-custom chip made, or have a chip that we have made, any of those options are available. Any of those options are available, we are open for business and we would like the ecosystem to be as rich as possible, with as many options as possible. “
Nvidia could also push specific Nvidia GPU optimizations such as consistency between CPU and GPU memory on the ARM architecture, which would incentivize other Nvidia graphics chip makers in their solutions. This approach could help solidify Nvidia’s position as the leading provider of AI solutions in the data center.
Nvidia’s aspirations could be even bigger than “just” building its own CPUs. Stepping away, pending regulatory approval, Nvidia will have CPUs, GPUs, networking / interconnects, and DPUs all under one roof. These represent the most fundamental components required to build servers, and it’s easy to imagine that Nvidia has a broader plan to eventually design its own vertically integrated servers with networks and software that ties them together into what Jensen Huang commonly refers to as a ” computing unit. at the data center level. “
Thanks to the purchase of ARM by Nvidia, the landscape of the server market will change dramatically in the future, and the purchase of Nvidia will further reinforce that companies stop using AMD or Intel processors in the consumer market (Apple ) or servers (Amazon). A faster cadence of innovations in the ARM architecture could certainly pose a threat to the position of the x86 architecture, with Intel and its Xeons being the hardest hit, as AMD is on the right foot by notably increasing the raw power of its processors each year with more moderate energy consumption.