As we reported earlier, Nvidia has signed an agreement to purchase Arm for $40 billion. Commenting on the deal, Nvidia’s CEO Jensen Huang confirmed the inescapable assumption that Nvidia-branded processors may enter the market in the future. They will take Nvidia’s competition with Intel and AMD to a new level.
According to the head of Nvidia, there are several options for using Arm. In particular, Nvidia may start offering cores under its own brand for licensing, may release reference implementations on the market or perform development of semi-custom solutions based on ready-made cores. The source notes that Nvidia will have full control over the command set and it is unclear whether it will share all future innovations in the Arm architecture with licensees.
In any case, with intellectual property in the field of processors (Arm), boosters (Nvidia) and high-speed network connections (Mellanox), the company can contribute to the creation of a server ecosystem based on Arm. As we know, Nvidia already manufactures several Arm-based processors for low-power applications, but access to Arm’s engineering talents will undoubtedly speed up the development of specialized chips for data centers.
We can count on optimizing the Arm architecture for use with Nvidia GPUs, for example in terms of consistent CPU and GPU memory access, which will encourage other chip makers to use Nvidia GPUs in their solutions. This approach can help strengthen Nvidia’s position as a leading provider of artificial intelligence solutions for data centers.