[mohankumar246]

Along with cpu's ARM also makes mobile gpu ip (Mali), nvidia as well in their tegra. I would be surprised if this deal went through.

[rbirkby]

Mali was an ARM acquisition. It makes sense for NVidia to smash Mali and RTX together to allow Android manufacturers to compete against Apple.

Apple built their GPU studio from ex-Imagination staff and will introduce 3 GPUs over the next year: Sicilian, Tonga, Lifuka to support their mobile and desktop plans.

The question is whether ARM will sub license this combined GPU tech, or if it will be NVidia silicon only.

[ece]

I think Android manufacturers need SoCs with 16MB L3 shared across the CPU+GPU+DSP+NN like the A13 more than they need RTX in a GPU.