Intel leads consortium for chiplet production: AMD, Qualcomm, Arm, TSMC, and Samsung make up a dream team of silicon producers, but the exclusion of Nvidia and Apple raises questions.

Nvidia ends quest to purchase Arm for $40B: The merger that collapsed under regulatory pressure and potential lawsuits serves as a cautionary tale in a frenzied Big Tech M&A environment.

Regulator reprisal could lead to Nvidia ending pursuit of Arm: Cancellation of $40 billion acquisition could be a red flag for Big Tech mergers in 2022.

TSMC is responsible for producing most Apple, Qualcomm, Nvidia, and AMD chips and is also a key supplier of chips for EVs. The company planned to spend $44 billion in 2022 to expand global operations and get ahead of efforts in various countries to bring chip production to their shores.

Over the course of three days ending Monday, Apple, Microsoft, Tesla, Amazon, Alphabet, Nvidia, and Meta lost over $1 trillion in value combined, per CNBC. Meanwhile, throwback companies like Campbell Soup, General Mills, and J.M. Smucker outperformed Big Tech. It’s not just tech behemoths that are suffering.

The devices feature a built-in Nvidia Jetson chipset, 1 TB of storage, and a high-resolution 3D camera to track the entire factory floor, per Forbes. In addition to monitoring overall operations, the system can analyze human bodies in motion, including movement of the torso, limbs, and joints, looking for red flags, per Core77.

The news: Nvidia CEO Jensen Huang announced that the company is open to using Intel’s foundries to increase future output of GPUs, per The Register. Why it's worth watching: Intel has been promoting its plans to pivot into becoming a foundry for other chipmakers.

Many game and design platforms, such as Roblox, Nvidia, Unity, and Epic, are also collectively spending billions on acquiring or building their own developer tools for the metaverse. At the same time, Google, Snap, Niantic, and other location-data companies are building computer-readable 3D maps of the world.

Signatories included AMD CEO Lisa Su, Intel CEO Pat Gelsinger, GlobalFoundries CEO Thomas Caulfield, Micron Technology CEO Sanjay Mehrotra, and Nvidia General Counsel Timothy Teter. The Creating Helpful Incentives for the Production of Semiconductors (CHIPS) for America Act could help kick-start more aggressive onshore development and production of silicon and components in the US.

The Samsung Gaming Hub platform is being made in partnership with three game streaming companies: Nvidia, Utomik, and Google Stadia. Stadia Pro members will be able to stream games in 4K, but Samsung hasn’t said if the gaming hub will require its own subscription.

Since Nvidia competes with many of Arm’s customers, regulators worry that Nvidia could use its position to put competitors at a disadvantage. In context, over 200 billion chips have been made for various devices based on designs from Arm (more than from any other company on record).

Nvidia offers VRWorks developer tools and the Omniverse 3D simulation platform for developers. All these investments will lead to:. Smaller and more powerful devices. Better chips, edge computing, and 5G will all serve to shrink the size of the computers needed to generate AR and VR—as well as the latency or responsiveness of the devices. Better projection technologies will also shrink device sizes.

Take, for example, Ouva’s patient monitoring solutions, which are powered by Nvidia Clara Guardian. When a 100-bed facility implements those solutions to automate patient flow, it has the potential to generate $11 million in savings per year, said Renee Yao, global healthcare AI startups lead at Nvidia.

Many game and design platforms such as Roblox, Nvidia, Unity, and Epic are also investing in the metaverse. We’re at the beginning of a surge in AR and VR devices. AR shipments will jump from 1 million in 2021 to 21 million in 2025, and VR shipments from 8 million to 29 million, according to the International Data Corporation.

No shows: Despite surging interest in all things AR/VR and metaverse related, there was a dearth of announcements pertaining to the future of the internet, possibly because proponents like Meta and Nvidia pulled out of the show at the last minute. Also notably missing were smartwatch and wearable announcements, indicating that interest in this segment has cooled.

While this methodology has been pioneered with Samsung, it has the potential to become an industry standard for manufacturers like NVIDIA and IBM, which are looking to ramp up bespoke chip design. AI has the potential to change how chips are made.

In January 2021, Nvidia announced it was expanding its variety of 5G provider partnerships for its GeForce Now cloud gaming platform to expand to more countries. 5G’s positive effect on cloud gaming will also benefit the esports market.

This is unacceptable to companies like Microsoft, Google, and Nvidia, which instead believe that Apple is trying to protect Arcade and its lucrative App Store business. Even so, most hypercasual games that have a short life span probably will never go the subscription route.