And so the corporate wars have begun
this post was submitted on 23 Oct 2024
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With the understanding that both of these are publicly traded multi-billion-dollar corporations and therefore neither should be trusted (albeit Arm Holdings has about 1/10 of the net assets), I feel like I distrust Arm less on this one than whatever Qualcomm is doing on their coke-fueled race to capitalize on the AI bubble.
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(3 replies)
I wonder if their recent bid to take over Intel, is related.
The irony would be very thik as Qualcomm played a big role in killing Intel's 2010er efforts to enter the mobile sector.
Qualcomm is not trying to take over Intel.
Not only has it been denied by both parties, it would 100% not go ahead. Additionally, it would invalidate the x86 cross-licence that AMD and Intel have, meaning Intel would no longer be able to make modern x86 CPUs. Frankly it's also somewhat doubtful Qualcomm wants to take Intel on.
The rumour was likely someone trying to pump up the stock and sell.
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Part of the reason why when people were saying they wanted competition to unseat x86, I didn't want it to be ARM based, because I knew 100% that ARM would jump in and do some shit to rake in more profit and negate all the potential cost savings to the consumer. As long as theres a single(or in the case of x86, essentially (but technically not) duopoly) that controls all the options for one of the options, then it's not a good form of competition.