Although the deal isn’t done yet, the announcement has been made. Now, the whole news cycle is dominated by Nvidia. Here are my two cents as a developer uses these chips for development.
First, Nvidia is a big player when it comes to AI and machine learning. I cannot think of any competitors to CUDA cores. If Nvidia has the right intention and plays their cards right, I wouldn’t be surprised if some of Nvidia’s desktop-level features trickle down to ARM SoC. Since the majority of smartphones uses some ARM based chips, this could be revolutionary.
Second, Nvidia’s competitor AMD has one advantage. AMD also makes CPU along with GPU. With ARM, Nvidia now has a way to come up with specialized products to further reduce AMD’s market share. We might more efficient systems overall.
Third, Nvidia has a bad reputation with the Linux community. Nvidia never really cooperated with open source community. As an open-source supporter myself, I’m afraid of the changes Nvidia will bring in the future. As a company, I can see Nvidia growing. If I had the money, I would buy their stock now. But as they grow bigger, they might bring negative results for the open-source community.
Fourth, speaking of open source, Nvidia is a US-based company. That would mean Chinese phone manufacturers will not be able to use ARM in the future. Does this mean RISC-V will finally get the boost I was expecting?
Waiting patiently to see how this turns out.