By: Doug S (foo.delete@this.bar.bar), August 20, 2022 9:56 pm
Room: Moderated Discussions
Wes Felter (wmf.delete@this.felter.org) on August 20, 2022 5:42 pm wrote:
> Doug S (foo.delete@this.bar.bar) on August 20, 2022 5:17 pm wrote:
>
> > > > > But getting Amazon to license the Nuvia cores for a future Gravitron... that might work.
>
> > The architectural license does not permit sublicensing of designs. Considering that core licensing is how
> > ARM makes the overwhelming majority of its revenue, why in the world would they allow that at any price?
> >
> > This is not going to happen, Qualcomm will be able to sell chips, not license Nuvia cores.
>
> So it ends up being Qualcomm Graviton with Nuvia cores instead of AWS Graviton with Nuvia
> cores. Qualcomm can "own" the overall chip and license any necessary IP from AWS.
>
> It reminds me of a case where Juniper licensed some IP to IBM to be included in an
> IBM SoC which was then sold back to Juniper (and then it was canceled of course).
I'm skeptical Amazon would give up the control of their platform. Nuvia cores are better than ARM cores but not enough better to make it worth giving up control to a company that may also supply your competition.
> Doug S (foo.delete@this.bar.bar) on August 20, 2022 5:17 pm wrote:
>
> > > > > But getting Amazon to license the Nuvia cores for a future Gravitron... that might work.
>
> > The architectural license does not permit sublicensing of designs. Considering that core licensing is how
> > ARM makes the overwhelming majority of its revenue, why in the world would they allow that at any price?
> >
> > This is not going to happen, Qualcomm will be able to sell chips, not license Nuvia cores.
>
> So it ends up being Qualcomm Graviton with Nuvia cores instead of AWS Graviton with Nuvia
> cores. Qualcomm can "own" the overall chip and license any necessary IP from AWS.
>
> It reminds me of a case where Juniper licensed some IP to IBM to be included in an
> IBM SoC which was then sold back to Juniper (and then it was canceled of course).
I'm skeptical Amazon would give up the control of their platform. Nuvia cores are better than ARM cores but not enough better to make it worth giving up control to a company that may also supply your competition.
| Topic | Posted By | Date |
|---|---|---|
| Qualcomm's second server act, after Centriq cancellation | Beastian | 2022/08/18 11:43 AM |
| Qualcomm's second server act, after Centriq cancellation | me | 2022/08/18 12:22 PM |
| Qualcomm's second server act, after Centriq cancellation | Matt Sayler | 2022/08/19 06:32 AM |
| Qualcomm's second server act, after Centriq cancellation | Anon4 | 2022/08/20 09:16 AM |
| Qualcomm's second server act, after Centriq cancellation | Groo | 2022/08/20 09:37 AM |
| Qualcomm's second server act, after Centriq cancellation | dmcq | 2022/08/20 04:31 PM |
| Qualcomm's second server act, after Centriq cancellation | Doug S | 2022/08/20 05:17 PM |
| Qualcomm's second server act, after Centriq cancellation | Wes Felter | 2022/08/20 05:42 PM |
| Qualcomm's second server act, after Centriq cancellation | Doug S | 2022/08/20 09:56 PM |
| Qualcomm's addressable market appears limited | Doug S | 2022/08/20 11:12 AM |
