Strictly speaking, the possible options for the release of server processors under the NVIDIA brand were described in the question itself, and Jensen Huang simply approved all the ideas mentioned by the author. As before, Arm customers will be able to license individual cores to build their own server processors. Some may ask NVIDIA to design a custom processor, but the company is willing to offer some kind of “reference” processors that can be modified to suit the needs of a particular client.

In its presentation, NVIDIA focused on the ability to adapt its ecosystem to accelerate the development of new processors with Arm architecture and platforms based on them. We are talking not only about the financial potential, but also the computing resources involved in the analysis of certain problems. Huang added that he wants to make the ecosystem as rich and diverse as possible so that Arm customers have the maximum number of options available.

Arm already has the Neoverse reference platform for server processor development, and NVIDIA wants to accelerate its development. The corresponding solutions are already offered by AWS (Amazon), Marvell, and Ampere (not to be confused with the GPU architecture of the same name). It is difficult to say how these companies will react to the transfer of Arm under the control of NVIDIA – the latter in this sense should not compete with them directly. Most of the experts interviewed by the Seeking Alpha resource agree that Arm’s success in the future will depend precisely on NVIDIA’s ability to maintain neutrality towards customers and an open platform.

Jefferies claims that after the deal with Arm, NVIDIA will have up to 80% of the components of the server ecosystem at its disposal, and RBC experts warn that this poses a certain threat to Intel’s position in the server segment. NVIDIA shares rose 5.82% after yesterday’s announcements of their intentions to buy Arm.