"NVidia have to build a processor that competed in ALL of Intel's markets"
I try to stay out of these sort of speculations because it is totally out of my bailiwick but I find the following comments by the ARMH CEO informative.
Warren East Q410 CC “They’re extending their Tegra family around Cortex-A15, but also they’ve become an architecture licensee for new products smoothing out in the computing spectrum. So taking ARM right across the computing spectrum in future, that’s their plans. “ “Well, really we – it’s a bit early to start for us to start speculating too much on exactly where ARM is going to get to in the computing space. I mean we’re saying there is a potential there and what we are highlighting on the chart was actually the potential for the Cortex-A processor. “
Q310 CC “So we’ve said that all we can say about that agreement on its own. More generally about what the ARM partnership is doing in this space. Right now, we’re seeing people experiment with the chips. Chips developed to-date are targeted at high-end smartphones, they’re not ideal for server applications. And so we’re seeing semiconductor companies experimenting by building different system chips around our microprocessors cores to target that space. The one agreement announced about the architecture licensee is just one example of that. We’re not really, therefore, expecting any material impact as far as royalty is concerned, for several years, hence I think this is a 2013 by the time we see the server chips hitting the market. And then we’re going to have design-in ramps and so on. So it’s going to be really something, before there’s a material movement it’s going to be in the sort of five years and beyond period.” http://seekingalpha.com/article/249992-arm-holdings-ceo-discusses-q4-2010-results-earnings-call-transcript http://seekingalpha.com/article/232356-arm-holdings-ceo-discusses-q3-2010-results-earnings-call-transcript
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