It’s an exciting time for chip nerds! While AMD and Intel battle in the CPU space, AMD and NVIDIA battle in the GPU area. Now, it looks like we might be seeing a more balanced fight in the years to come. NVIDIA CEO Jensen Huang recently hinted that we might see NVIDIA CPUs soon. Read on!
We had reported yesterday about the announcement of NVIDIA acquiring Arm, for a whopping $40 billion. This has started the chatter around how NVIDIA will be driving ARM forward, with the company itself saying that they’re looking at leveraging AI with this acquisition. During the briefing with The Next Platform, Tom’s Hardware reports that Jensen talked about what NVIDIA could do when asked this question:
“Will you actually take an implementation of something like Neoverse first and make an Nvidia-branded CPU to drive it into the data center? Will you actually make the reference chip for those who just want it and actually help them run it?”
“Well, the first of all you’ve made an amazing observation, which is all three options are possible. So now with our backing and Arm’s serious backing, the world can stand on that foundation and realize that they can build server CPUs. Now, some people would like to license the cores and build a CPU themselves. Some people may decide to license the cores and ask us to build those CPUs or modify ours.”
“It is not possible for one company to build every single version of them,” Huang continued, “but we will have the entire network of partners around Arm that can take the architectures we come up with and depending on what’s best for them, whether licensing the core, having a semi-custom chip made, or having a chip that we made, any of those options are available. Any of those options are available, we’re open for business and we would like the ecosystem to be as rich as possible, with as many options as possible.”
NVIDIA has a good track record with ARM chips with its Tegra line. If NVIDIA decides to join the foray, data-center, or consumer-faced, it will be a three-way fight. AMD, Intel, and NVIDIA will be competing in both, CPU as well as GPU spaces. Apple will be playing “fourth fiddle” as it runs with its own ARM-based Apple Silicon. Exciting times ahead!
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