BCB Cyber Explores… Compute & Data Science – NVIDIA to ACQUIRE ARM, Part 1

What Does it Mean for NVIDIA to Buy ARM???

To break this question down for the masses we really need to dissect the parts of this deal. And to start, its important to ask why its important in the most basic way possible and, to do so in the words of the architect of this deal, NVIDIA’s CEO Jensen Huang…

In an age where many already think of the internet as infinite already, let’s just stop and let that sink in for everyone… “thousands of times bigger than the internet we enjoy today.” Not tens or hundreds, but thousands! For the man who helped create the GPU in the first place to make such a statement, it means something. We should be listening.

More importantly, this gives us a great place to start. We need to know who NVIDIA and ARM are, to better understand what all this is about. And for us at BCB Cyber, its a great introduction to Compute and Data Science because it allows us to start with how Nvidia has already been changing the world and how computer processing has such an impact on our lives.

Again, with that GPU (Graphics Processing Unit) thing. For those that don’t know its actually pretty simple and breaks down to the number of cores inside a computer processor, you know the thing that runs a computer. BasicsExplained, H3Vtux does a great job of setting this scene in the video below and gives us a great intro to the GPU.

So how does NVIDIA fit into that tech picture of the GPU and how has that one device become so dominant a player where “Artificial Intelligence” is the keyword on everyone’s minds. Again, Jensen has clued us in…

Nvidia’s website tell the tale for this integration even more cleanly in its downloadable brochure….

For Nvidia, its all about the full gamut of innovation in it’s “stack:” the chips/systems, algorithms (plainly put, specific computer instructions to solve a problem), and applications themselves all taken together. More specifically, its about the next era of computing utilizing this technological amalgamation.

Nvidia hasn’t stopped there though, in 2020 they acquired Mellanox, a data connection company, that expanded their global reach. In doing so, they are creating the platform whereby they can integrate some of the world’s best communications technologies for data centers (digital communications warehouses) with the Nvidia stack. In doing so, they are creating the capacity for a global reach Artificial Intelligence powered by Nvidia.

All this leads now to ARM, and that is where we will pick up next week.

Full disclosure while we are not sponsored by any element described here, we are long on Nvidia (means we own and plan to continue to own Nvidia stock for the long term).

See you next time on BCB Cyber.