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  • 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." [View news story]
    Good article. But I think the Nvidia Shield praise is a bit over the top. I don't have high hopes for it.
    Jun 19, 2013. 12:55 PM | Likes Like |Link to Comment
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