Seeking Alpha

The Street reacts favorably to Nvidia's (NVDA +7.3%) decision to license its GPU cores and...

The Street reacts favorably to Nvidia's (NVDA +7.3%) decision to license its GPU cores and related IP to other mobile processor developers, rather than simply pin its mobile hopes on Tegra sales. "If there was ever a way for Nvidia to get into Apple, the IP licensing angle is likely it," says Raymond James, which thinks the move could also limit traction for ARM's (ARMH -0.8%) Mali GPU cores. Evercore is less optimistic about Apple, stating checks point to "significant internal GPU design efforts" at the company. It views Samsung as a possibility, but adds the Korean electronics giant is "cycling through IP vendors and chip suppliers."
Comments (3)
  • Anton Wahlman
    , contributor
    Comments (1023) | Send Message
     
    You also have to consider this article this morning: http://bit.ly/16gC65d
    19 Jun 2013, 11:21 AM Reply Like
  • Gtius
    , contributor
    Comment (1) | Send Message
     
    Good article. But I think the Nvidia Shield praise is a bit over the top. I don't have high hopes for it.
    19 Jun 2013, 12:55 PM Reply Like
  • Jeach!
    , contributor
    Comments (847) | Send Message
     
    Great decision by Nvidia and great for the industry in general!

     

    The ARM ecosystem moves from only a few choice to yet one more (a good one at that).

     

    Kind of was inevitable... couldn't predict timing, but not too much of a surprise.

     

    Now, we just have to wait (about 1 or 2 quarters) for AMD to announce the same.
    19 Jun 2013, 12:32 PM Reply Like
DJIA (DIA) S&P 500 (SPY)
ETF Tools
Find the right ETFs for your portfolio:
Seeking Alpha's new ETF Hub
ETF Investment Guide:
Table of Contents | One Page Summary
Read about different ETF Asset Classes:
ETF Selector

Next headline on your portfolio:

|