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In a strategy shift, Nvidia (NVDA) is offering to license its Kepler GPU architecture, as well...

In a strategy shift, Nvidia (NVDA) is offering to license its Kepler GPU architecture, as well as "visual computing" IP, to other chipmakers looking to power mobile hardware. Kepler serves as the foundation for much of Nvidia's PC/workstation GPU lineup, as well the GPU within its next-gen Tegra 5 (Logan) processor. Nvidia's move puts it into competition with GPU core licensing leader Imagination (IGNMF.PK), and also ARM's (ARMH) fast-growing Mali GPU core business. Potential licensees include Qualcomm (uses home-grown GPUs), Intel (ditto), Apple (Imagination client), and Samsung (Imagination and Mali client). Tough competition for Tegra may have influenced Nvidia's decision.
Comments (4)
  • Ah ha. Been arguing for that for a while.
    18 Jun 2013, 05:29 PM Reply Like
  • Good shift in strategy! Developer support has always been nVidia's strongpoint. If given the choice many developers would be happy to work with nVidia IGPs as primary dev platforms/devices. Even if they lose the SoC battle, they might win on the GPU IP front.
    18 Jun 2013, 05:40 PM Reply Like
  • Nvidia is better off converting competitors to customers.
    18 Jun 2013, 08:48 PM Reply Like
  • This is really bad for Imagination. Neutral for ARM.
    18 Jun 2013, 09:08 PM Reply Like
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