The next strategic inflection point in computing will be the cloud expanding to the edge, involving highly parallel computer architectures connected to hundreds of billions of IoT devices. Nvidia is uniquely positioned to dominate that ecosystem, and if it does indeed acquire Arm within the next few weeks , full control of the Arm architecture will virtually guarantee its dominance.
Every 15 years, the computer industry goes through a strategic inflection point, or as Jefferies US semiconductors analyst Mark Lipacis calls it, a tectonic shift, that dramatically transforms the computing model and realigns the leadership of the industry. In the ’70s the industry shifted from mainframe computers, in which IBM was the dominant company, to minicomputers, which DEC (Digital Equipment Corporation) dominated. In the mid-’80s