Shares of Dell and HP jump after a report said Nvidia “has been in negotiations for over a year to buy a large company and it will reshape the PC landscape”
Shares of Dell Technologies Inc. and HP Inc. jumped after a report from website SemiAccurate that Nvidia Corp. was seeking …
Bloomberg Dina Bass
Related Coverage
- Nvidia Is Negotiating To Buy A Large PC Oriented Company Semiaccurate · Charlie Demerjian
- Nvidia said to be planning takeover of major PC manufacturer Notebookcheck · Hannes Brecher
- Report: Nvidia is in Discussions to Acquire Leading PC Maker Thurrott · Laurent Giret
- Dell Technologies Soars On Takeover Rumor - Will NVIDIA Make The Move? Benzinga · Kaustubh Bagalkote
- Dell, HP Shares Surge Amid Merger Rumours iPhone in Canada · Usman Qureshi
- “It will reshape the PC landscape”: A new rumor says NVIDIA is entering final negotiations to buy a large PC company — Dell and HP stocks jump in the wake, but I'm not so sure Windows Central · Cale Hunt
Discussion
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@neiltwitz
Neil Shah
on x
Around gaming, I can still imagine to build upon its DNA and keep the niche alive with GeForce franchise. But the traditional PC should be no longer appealing to maintain the gross margins lifestyle $NVDA has gotten used to. 😁
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@rennyzucker
Renny
on x
Only one that makes sense is HPE... but the train left the “making sense” station long ago. HPE would obviously be a shot at AMD in the areas that AMD is historically stronger and a bit more entrenched in (HPC, government)
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@mweinbach
Max Weinbach
on x
Highly doubt this will ever happen, and if it does, it's Asus/Acer/Razer maybe? But unlikely it's happening
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@contrariancurse
@contrariancurse
on x
https://x.com/... Jensen ain't stupid enough to buy DELL/HPQ This would be a play for INTC with the blessing of the government knowing that equipment is tight for years
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@benbajarin
Ben Bajarin
on x
@jukan05 Certainly no one big. IF, big IF and I'd put very little confidence in this the only option is Asus, Acer, or Razer and those are very small but also more gaming focused.
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@benbajarin
Ben Bajarin
on x
And no.
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@vadimyuryev
Vadim Yuryev
on x
Much easier to bring an Nvidia-powered laptop on the market to compete with Apple.
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@mzuhair123
Muhammad Zuhair
on x
Far-fetched right now, but even if this happens, the OEMs closest to NVIDIA are MSI and ASUS. So probably either one of them.
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@jukan05
Jukan
on x
But aren't Dell and HP just too large to acquire? If it were me, I'd be more likely to acquire a Taiwanese company.
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@jukan05
Jukan
on x
Jensen must have more money than he knows what to do with. Why is he doing this? [image]