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Sources: SoftBank is nearing a deal to sell Arm to Nvidia for more than $40B; SoftBank paid $32B for the UK chip designer in 2016

Union of Arm, Nvidia would create a powerhouse in the chip industry  —  SoftBank Group Corp. is nearing a deal to sell British chip designer Arm Holdings

Wall Street Journal

Discussion

  • @geoffblaber Geoff Blaber on x
    We maintain the view that an acquisition by NVidia would be extremely damaging long-term for Arm and its partners. Big question marks on whether it would gain regulatory approval. See here https://www.ccsinsight.com/... https://twitter.com/...
  • @arashmassoudi Arash Massoudi on x
    SoftBank is set to sell Arm Holdings to US chip company Nvidia for >$40bn, just 4 yrs after its founder Masa Son bought the UK chip designer and said it would be the linchpin for the future of the Japanese group. Details @FT w/ @BondHack @JFK_America https://www.ft.com/...
  • @damianwilson Damian Wilson on x
    Sad about this. Terrible long term decision. https://twitter.com/...
  • @tomwarren Tom Warren on x
    looks like SoftBank is close to selling ARM to Nvidia for around $40 billion. Could happen as soon as next week. Gonna be huge chip news if it does https://twitter.com/...
  • @sherman4949 Alex Sherman on x
    SoftBank said it bought Arm to strategically position itself to take advantage of the booming internet of things in a 5G world. Now it's on the verge of selling before 5G has really even started. https://twitter.com/...
  • @bdsams Brad Sams on x
    Qualcomm rn 😅 https://twitter.com/...
  • @albertbridgecap Drew Dickson on x
    When Softbank bought ARM for ~$30B, Nvidia sported a ~$40B cap. Today, $NVDA has a $300B cap and is rumored to be buying ARM for what $NVDA was worth four years ago. I wonder where ARM would be today if it had stayed listed and independent? https://www.wsj.com/...
  • @shiraovide Shira Ovide on x
    So, is that a win for SoftBank? Selling ARM for ~35% more than it paid for it, but on the other hand... The S&P 500 has climbed 50% since the purchase was signed in 2016. https://www.wsj.com/...
  • @vijayshekhar Vijay Shekhar Sharma on x
    Nvidia could be the semiconductor market whale after this. Current market cap : Qualcomm: $125 Bn Intel: $200Bn Nvidia: $300Bn https://twitter.com/...
  • @backlon Dieter Bohn on x
    Apple: *Declines to use Nvidia graphics cards in Macs for years.* Apple: *Moves entire Mac lineup to Arm architecture* Nvidia: 🤪🤪🤪 https://twitter.com/...
  • @gigastacey Stacey Higginbotham on x
    I think this is a bonkers amount to pay for ARM and I'm a fan of ARM. https://www.wsj.com/...
  • @lianabaker Liana B. Baker on x
    Nvidia-Arm deal that we've been waiting for could be announced next week. ⁦Bloomberg News⁩ reported July 31 that Nvidia was in advanced talks to buy Arm and was the only suitor for the Cambridge, England-based company. https://www.bloomberg.com/...
  • @nelsonijih Nelson Ijih on x
    Nvidia is poised to dominate computing - Bought Mellanox for $7B in 2019 - 3x Mkt Cap from $100B a year ago to $300B today - Overtook Intel in Mkt Cap in 2020 https://twitter.com/...
  • @erratarob @erratarob on x
    nVidia market cap = $300 billion Intel market cap = $200 billion nVidia is buying ARM https://twitter.com/...
  • @deantak Dean Takahashi on x
    If Nvidia buys Arm, how open will it remain? https://venturebeat.com/...