David Rosenthal: belief

Transcript context

…Now you've got dozens of hours of people talking about the strategy. It's funny that now, after listening to all that, I'm sort of disappointed with NVIDIA's ambition on its own without having the strategic assets of Arm. Yeah, we should revisit Arm at some point. We did do the Softbank acquiring Arm episode years and years ago now. You think of Arm, they are a CPU architecture company whose primary use case is mobile and smartphones. It's like everything that Intel screwed up back in the misguided mobile era. Now they're going and buying the most important company in that space. It's interesting. Again, in the Ben Thompson interview, Jensen talks all about this. Maybe this is just testifying in retrospect, but I don't think so. He's like, it was about the data center. Everything Arm does is great and that's fine, but we want to own the data center. When we say we want to own the data center, we want to own everything in the data center. We think Arm chips, Arm CPUs, can be a really important part of that. Arm is not focusing, right now, enough on that. Why would they? Their core market is mobile. We want them to do that. We think there's a huge opportunity. We want to dwell on them and do that. Indeed, this year, NVIDIA announced they are making an Arm-based data center CPU called Grace to go with the new Hopper architecture for their latest GPU. There's Grace and Hopper, of course, the Rear Admiral Grace Hopper, I think. I think that's right.…

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