Why Tesla's Elon Musk Is Reportedly Opposing Nvidia's Proposed Arm Buy

Benzinga2021-08-30

Nvidia Corporation NVDA's deal to acquire U.K. chipmaker Arm Holdings hasn't been consummated yet even after nearly a year has elapsed since it wasannounced.

What Happened: South Korean electronics giant Samsung and U.S. ecommerce giantAmazon, Inc.AMZNas well as EV giantTesla, Inc.TSLAare among a bevy of corporations that have voiced their opinions against the Nvidia-Arm deal, the U.K. Telegraph reported.

The deal is under anti-trust review in the U.S., and it has recentlyemergedthat U.K.'s Competition and Markets Authority has raised serious concerns and has sought an in-depth investigations into the proposed combination.

Why It Matters For Tesla: Before Tesla began using in-house chips for its autonomous driving technology, it sourced its supply from Nvidia. The company began rolling out its own chips in 2019, with Musk touting the silicon as the "best chip in the world..by a huge margin."

Tesla's self-driving chip uses ARM processors. The in-house FSD chip announced in 2019 was a fill system-on-chip manufactured using Samsung's 14-nm process with 12 64-bit ARM cores organized as three clusters of quad-core Cortex-A72 cores operating at 2.2 GHz. Last year, reports suggested Tesla was working on HW4.0 self-driving chip using Taiwan Semiconductor Manufacturing Company Limited TSM's 7nm process.

Earlier this year, reports suggested Tesla is partnering with Samsung on a 5nm chip for self-driving.

With Tesla's self-driving chips now heavily reliant on the ARM architecture, it is no surprise that the EV giant is positioning itself in the opposition camp to the Nvidia's Arm deal.

Nvidia shares closed Friday's session 2.57% higher at $226.36.

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精彩评论

  • ychong87
    2021-08-31
    ychong87
    1 year deal still hanging. Such slow response unlike Chinese regulations 
  • psion
    2021-08-30
    psion
    Comment and like pl
  • JunHaoT
    2021-08-30
    JunHaoT
    No idea
  • LimJY
    2021-08-30
    LimJY
    [无语] 
  • gky
    2021-08-30
    gky
    Like
  • DragonKing
    2021-08-30
    DragonKing
    Yeah...like pls.
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