You might think Nvidia, Intel, and AMD are all fighting each other, and if you look at their marketing, well, most of the time you’re right. But they’re also companies that rely heavily on each other’s technology, especially when it comes to free devices like gaming laptops and even supercomputers.
Take a look at CES 2022 and you’ll find a lot of laptops with AMD CPUs and Nvidia GPUs, or Intel CPUs and Nvidia GPUs. There might even be odd AMD GPUs. But what’s particularly fascinating is that Nvidia cited this complementary relationship as one of the reasons it should be allowed to buy British chipmaker Arm for $40 billion.
One of the main concerns raised about Nvidia’s Arm deal is that it would hurt competition in chip manufacturing and design.Recent Nvidia and Arm releases to UK government website.
In some ways, that means the Nvidia and Arm deal has come under scrutiny for its ability to affect Nvidia’s main rivals, Intel and AMD. That’s what interests us PC gamers, and it’s a surprising addition to Nvidia’s rivals.
“The decision disparaged Intel, AMD, and hundreds of RISC-V supporters because they could never compete with Arm,” the argument reads.
“No industry observer can seriously think that Intel, AMD and Arm’s other competitors are so incompetent that they can’t even compete with Arm. Intel and AMD are industry leaders, not losers. Computers choose x86 for good reason. Intel and AMD CPUs are not going anywhere, they will compete with Arm for the foreseeable future.”
Nvidia does rely on AMD’s x86 offerings in many ways because it requires high-performance CPU power, which AMD’s EPYC chips can provide. Both companies dominate x86, and really need some serious processor power, whether from an Arm-based device or something, to get them out of it. It’s still strange to see Nvidia being so popular on paper.
In their arguments, Nvidia and Arm also highlight how important Intel’s influence is, explaining that even with their combined strength, it can’t easily beat Intel. They also offered some harsh words to those who want Nvidia’s competitors to have their say on the Nvidia-Arm deal, and you wouldn’t expect less.
“Antitrust law protects competition – it does not give customers and competitors veto power over acquisitions.”
Jen-Hsun Huang has a pretty good take on AMD and Intel, but Nvidia needs to think hard to get a chance to close the Arm acquisition. The company is facing serious opposition to its Arm deal, and if it comes to fruition, proving that its combined quality won’t be so dangerous to competition is key to ultimately uniting Nvidia and Arm.