Season 5 · Episode 132
Nvidia & Arm: The East Coast Perspective
April 23, 202128m 26s
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Show Notes
This week’s podcast: Nvidia is as dominant in its area of expertise — GPUs, as Arm is in its area of expertise — processor core designs. Each already has an enormous amount of market power. Is letting them combine a good idea? A critical look at the proposed combination of Nvidia and Arm with analyst Mike Feibus, who’s got a new report examining the potential merger.