Nvidia + Arm将极大地改变技术格局

英伟达上周宣布，他们将以400亿美元的价格收购Arm，这将通过英伟达股票和现金的结合来实现。 这将导致一些激动人心的变化。 有趣的是，史蒂夫·乔布斯曾经生活过。 可能是苹果试图购买Arm而不是Nvidia。 史蒂夫（Steve）和蒂姆·库克（Tim Cook）在纵向整合方面处于同一页面上，但是蒂姆会着眼于监管问题而不去做这笔交易，乔布斯本可以全力以赴，并有可能做到这一点。 如果苹果这样做了，他们将有效地（随着时间的推移）将大多数竞争对手从Arm的关键方面或完全从Arm锁定。 但是那没有发生。 Nvidia收购了Arm，而这次收购可能会使苹果面临更高的风险。 这使Nvidia成为了授权行业的核心，这将是一个重要的游戏改变者。

原文：Nvidia last week announced they are buying Arm for US$40 billion -- to be met through a combination of Nvidia shares and cash. This will result in some exciting changes.

It is interesting to realize that had Steve Jobs lived; it likely would have been Apple attempting to buy Arm rather than Nvidia. Steve and Tim Cook were on the same page when it comes to vertical integration, but where Tim would look at the regulatory problems and not do this deal, Jobs would have been full steam ahead and likely gotten it done.

Had Apple done this, they would have effectively locked out (over time) most of their competitors either from critical aspects of Arm, or Arm entirely. But that didn't happen. Nvidia bought Arm, and this acquisition may put Apple at higher risk. This puts Nvidia at the heart of an industry pivot toward licensing, which will be a significant game changer.