The stunning news that Nvidia was moving to acquire ARM Holdings for $40 billion has led many in the tech industry to consider the possible implications of this merger.
The first thing that comes to my mind is the relationship between ARM and the many licensees that use technologies developed by ARM. Currently, Nvidia is the leader in graphics cards (GPUs). Nvidia also has a somewhat poor relationship with Apple, is that a potential conflict of interest? Does Nvidia have the power to sever all the licensing relationships with ARM’s various partners? ARM chips are used everywhere, so any company that relies on ARM licenses would have justification to be concerned.