Arm is suing Qualcomm over its acquisition of Nuvia and Qualcomm's plans to use Nuvia's designs across its portfolio. I extract some of the most pertinent parts from the complaint and explain why this is such a big deal in the industry. Note this is my perspective, not legal advice.
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Timestamps
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00:00 Introduction and Background
02:40 What is Arm and what do they do?
05:44 What is Qualcomm's business with Arm?
06:28 Qualcomm Centriq 2400 Failed
07:11 Qualcomm relies on Arm designs
09:17 What is Nuvia?
12:34 Why Qualcomm Spent $1.4B for Nuvia
13:54 What is Nuvia's IP?
14:39 Arm asserts it has a contractual right via change-in-control of Nuvia
16:29 A fun tech industry story on CiC
17:28 Arm Terminated Nuvia's license
18:26 Walking through the Arm and likely Qualcomm Positions
19:35 Industry Impact
21:21 Wrap-up
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Other STH Content Mentioned in this Video
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- AMD, Arm, and Intel in the 2022-2023 Data Center: [ Ссылка ]
- Ampere Server CPUs: [ Ссылка ]
- Qualcomm Centriq 2400 Launch: [ Ссылка ]
- Gigabyte Qualcomm Centriq 2400 Server: [ Ссылка ]
- Analyzing key Centriq 2400 headwinds: [ Ссылка ]
- Qualcomm Centriq 2400 Presentation: [ Ссылка ]
- Qualcomm Centriq 2400 at Hot Chips 29: [ Ссылка ]
- Centriq 2400 running Windows Server 2016 on Arm: [ Ссылка ]
- An Arm Opportunity with CSPs: [ Ссылка ]
- Latest Nuvia funding round: [ Ссылка ]
