Last night, the Arm v. Qualcomm story broke. I rushed out a Arm Sues Qualcomm over Nuvia IP Misappropriation and Trademark Infringement piece just as I was departing for early birthday celebrations. This morning, feeling older, I was able to record a video stepping through what Arm is saying, including using a few diagrams to help a bit better than the wall of text yesterday.
Arm v. Qualcomm the Video
The idea with this video is to walk through some of the most important parts of the complaint and try to get at the main issue that Arm is alleging. This is more of a podcast-style video since we do not have lots of hardware B-roll or anything like that. Put this on in the background and then feel free to chat about it (or share it) at this weekend’s Labor Day BBQ’s if you are in the US.
As always, we suggest opening the video in its own tab, browser, or app for a better viewing experience. The embedded viewer works, but it is not as good and the YouTube site and apps have listen-only modes as an example.
The Arm v. Qualcomm suit is a huge deal in the technology industry that will have far-reaching implications beyond just the Nuvia IP. It felt like a video topic even though it is pushing the really cool Intel QuickAssist video until next week.
For those that saw yesterday, this suit is very interesting to me because it involves both products that we have covered over the years, but also a lot of my background. What I do want to mention, and be clear on, is that while I do have a JD, I do not practice so this is not legal advice. I just wanted to do my best to explain what is going on in Arm’s complaint to our STH audience. Also, to be fair, Qualcomm has yet to respond. Complaints are almost always one-sided affairs as one would expect.
Make no mistake, this lawsuit will have huge implications for the data center Arm market, and the broader Arm processor market in general. This was not a small lawsuit to be taken lightly. This is the result of a breakdown at the highest levels of Qualcomm and Arm and the outcome of the lawsuit will have huge impacts on the industry.