Nvidia Might Buy Arm
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Nvidia is seeking to buy the uk s arm in a bid to create a full stack semiconductor giant.
Nvidia might buy arm. But if you look at nvidia s recent acquisition history i think it makes more sense to think about this in terms of the cloud. Nvidia will initially pay softbank 12 billion in cash and 21 5 billion in nvidia shares with further cash or stock up to 5 billion to be paid going forward under an earn out. But the reasons for nvidia to pick them up are obviously different. But it is feasible a nvidia arm cpu solution could begin to eat into intel s hpc market share.
The deal will include 21 5. A lot of coverage out there seems to think that this is a play at arm s mobile business which i m sure is an enticing part of the deal.
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