By: James (no.delete@this.thanks.invalid), June 4, 2022 4:46 am
Room: Moderated Discussions
Doug S (foo.delete@this.bar.bar) on June 3, 2022 8:57 am wrote:
> Though I wonder how long they will stay at Qualcomm. Buyouts like that of Nuvia might require the
> founders to work for them for 2 to 3 years, but Qualcomm wants them to design CPUs for phones and
> PCs, not servers. That's exactly the situation that caused them to leave Apple and form their own
> server focused startup. If they weren't happy at Apple not being able to design server focused
> CPUs, why would they be happy at Qualcomm doing the same? Especially now that they are a lot richer
> than they were before and will have the ability to do pretty much whatever they want.
If I was running Qualcomm...
I'd explain that it's easier (with Qualcomm's backing) to get into clients first, and establish a profitable phone / tablet / laptop business around Nuvia cores. Once the R&D for the cores is paid for by the client business, it's much easier to deliver a credible roadmap for the server parts (the same way Intel and AMD have done it) and much harder for Intel or AMD to undercut them on price.
A slower way to the server market, but a surer path.
> Though I wonder how long they will stay at Qualcomm. Buyouts like that of Nuvia might require the
> founders to work for them for 2 to 3 years, but Qualcomm wants them to design CPUs for phones and
> PCs, not servers. That's exactly the situation that caused them to leave Apple and form their own
> server focused startup. If they weren't happy at Apple not being able to design server focused
> CPUs, why would they be happy at Qualcomm doing the same? Especially now that they are a lot richer
> than they were before and will have the ability to do pretty much whatever they want.
If I was running Qualcomm...
I'd explain that it's easier (with Qualcomm's backing) to get into clients first, and establish a profitable phone / tablet / laptop business around Nuvia cores. Once the R&D for the cores is paid for by the client business, it's much easier to deliver a credible roadmap for the server parts (the same way Intel and AMD have done it) and much harder for Intel or AMD to undercut them on price.
A slower way to the server market, but a surer path.