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Given its pivotal role in the Cambridge ecosystem, should ARM have been sold in the first place? My view is no. It is now just table stakes with overseas financial finegalers. Can ARM maintain a strategic and R&D direction with this going on? https://t.co/rn5zuzb7Jp
— Simon Fletcher (@fletch_sc) July 31, 2020
Nvidia ARM acquisition is likely, but the price in Bloomberg's article is wrong. ARM will not be anywhere close to $44B!
— dylan522p (@dylan522p) July 31, 2020
$20B is much more likely.
ARM's profits are down significantly, and RISC V impact hasn't even taken effect on the embedded gravy trainhttps://t.co/g0sTtd1nWU https://t.co/NKMNQljz23 pic.twitter.com/Td5YpXpANF
Question - if UK government felt it could risk $500m on speculative satellite firm OneWeb, might it intervene to buy a stake in ARM, the jewel in the crown of British tech? https://t.co/6D0rB9X0Xu
— Rory Cellan-Jones (@ruskin147) July 31, 2020
More smoke about a Nvidia <-> ARM deal: "The two parties aim to reach a deal in the next few weeks, the people said, asking not to be identified because the information is private. Nvidia is the only suitor in concrete discussions with SoftBank" $NVDA https://t.co/hYQIj0BF2F
— Liberty (@LibertyRPF) July 31, 2020
So much for the IoT revolution...
— Arash Massoudi (@ArashMassoudi) July 31, 2020
Masa and SoftBank in talks to dump Arm after 4 years.
US chipmaker Nvidia was worth less than Arm when SoftBank bought the UK chip designer in 2016 for $32bn.
Now Nvidia worth $260bn and looking to gobble up Armhttps://t.co/FaRr1VHDHx
Bloomberg and the FT are both reporting that Nvidia is in advanced talks to acquire ARM. Massive industry news if it goes ahead https://t.co/ElFNPc7z6q
— Tom Warren (@tomwarren) July 31, 2020
Just in: Nvidia is really going to buy ARM? https://t.co/0aKtrcCt4i
— StreamHPC (@StreamHPC) July 31, 2020
From all I read, it does not make sense. Also Nvidia does not have enough cash, and neither has Softbank.
Is Nvidia thinking of overhauling their own business model and Arm fits that future?
So Nvidia eyeing purchase of ARM, UK’s high tech crown jewel flogged to SoftBank just after Brexit. UK government should be red-faced about how our most strategic assets are up 4grabs. Surely,we should be able to grow for the long term https://t.co/VPMUqqM5TO via @financialtimes
— Lionel Barber (@lionelbarber) July 31, 2020
Nvidia in Advanced Talks to Buy SoftBank’s Chip Company Arm - this, if true, is going to be a regulatory nightmare. ARM insiders have told me a platform used by all chipmakers can’t be owned by one of them https://t.co/996NkQyQbq
— Rory Cellan-Jones (@ruskin147) July 31, 2020
If the UK competition authorities are willing to spend 6 months on investment into Deliveroo, then surely who owns the most important chip designer in the UK must be subject to similar review. Sushi delivery is important, but not quite as critical.https://t.co/dUy3rxCu8H
— James Wise (@jpwiseuk) July 31, 2020
OMG WTF if it actually happens. Will be great for Nvidia but bad for regulators. https://t.co/r78RLgteFg
— Varun Krishnan (@varunkrish) July 31, 2020
https://t.co/ScvvcpClSp Nvidia in Advanced Talks to Buy SoftBank’s Chip Company Arm
— Jun Makino (@jun_makino) July 31, 2020
Just in: Nvidia is really going to buy ARM? https://t.co/0aKtrcCt4i
— StreamHPC (@StreamHPC) July 31, 2020
From all I read, it does not make sense. Also Nvidia does not have enough cash, and neither has Softbank.
Is Nvidia thinking of overhauling their own business model and Arm fits that future?
More smoke about a Nvidia <-> ARM deal: "The two parties aim to reach a deal in the next few weeks, the people said, asking not to be identified because the information is private. Nvidia is the only suitor in concrete discussions with SoftBank" $NVDA https://t.co/hYQIj0BF2F
— Liberty (@LibertyRPF) July 31, 2020
Nvidia buying ARM certainly would give Nvidia the opportunity to sidestep (and maybe even sideline) Intel, driving hard into mobile and potentially even some servers. The balance of power would definitely shift. https://t.co/lR4IVWjOn5
— Mark Hachman (@markhachman) July 31, 2020
So much for the IoT revolution...
— Arash Massoudi (@ArashMassoudi) July 31, 2020
Masa and SoftBank in talks to dump Arm after 4 years.
US chipmaker Nvidia was worth less than Arm when SoftBank bought the UK chip designer in 2016 for $32bn.
Now Nvidia worth $260bn and looking to gobble up Armhttps://t.co/FaRr1VHDHx
FT: 엔비디아가 소프트뱅크로부터 ARM을 현금&주식교환으로 인수하려는 협상을 진행중. 작년부터 확 불어나서 시총으로 인텔마저 제친 엔비디아 주가에 힘입어 추진중인 듯한 이 거래로 치를 금액은 적어도 소프트뱅크가 인수한 금액 이상이 될 것같다는 전망. https://t.co/4ypWWVPpOC
— 푸른곰 (@purengom) July 31, 2020
岸本です。日経プラス10 今夜のラストニュース。エヌビディアがアームの買収交渉、とFTが報じました。@FinancialTimes #アーム #エヌビディア #ソフトバンクグループhttps://t.co/YYm53OwLuH
— nikkeiplus10 (@nikkeiplus10) July 31, 2020
$NVDA would overnight become the world’s most important chip company. Any fears of Intel losing ground could be put to rest. https://t.co/QdeYTDgdep
— Rahul (@rkrishnakumar) July 31, 2020
Nvidia could be weeks away from buying its very own CPU business https://t.co/uVUtVGHKi4
— THE RED DRAGON (@TWTHEREDDRAGON) July 31, 2020
Nvidia could be weeks away from buying its very own CPU business https://t.co/LFfGMhT314 pic.twitter.com/Hs00pgMbj3
— PC Gamer (@pcgamer) July 31, 2020
Nvidia in Advanced Talks to Buy ARM. It means all of your smartphone chips and GPU/AI chips will be controlled by one company. https://t.co/DZhBaxrEEo
— The Best Linux Blog In the Unixverse (@nixcraft) August 1, 2020
소프트뱅크가 매각을 추진중인 ARM을 엔비디아가 인수협상중이라는 소식. 소프트뱅크가 4년전 320억불/38조원에 ARM을 인수했었는데 빠르면 몇 주 내에 합의에 이를 것이라는 정보. 분석가들은 약 550억/66조원 정도에 합의가 될 것으로 예상된다고. 엔비디아의 큰 베팅! https://t.co/lQwkp5Fmhs
— 박수민 / Soomin Park (@minist) July 31, 2020
The acquisition of ARM can be a double-edged sword. There is great potential in this deal that can profoundly affect the entire IC industry for the years to come.
— Underfox (@Underfox3) July 31, 2020
My opinion: I always loved RISC-V... ?https://t.co/ewo2nIkeeR
Crazy how some bad bets on shared office and dog walking startups may completely reshape the semiconductor market. https://t.co/agn5O20Xu6
— Matthew Prince ? (@eastdakota) July 31, 2020
Considering the massive run of failures SoftBank has had it was inevitable that eventually they would decide to kill the golden goose. The only(?) profitable company they own. We can only hope the decision isn’t a disaster for the rest of us! https://t.co/RThS3Wv43E
— Alasdair Allan (@aallan) July 31, 2020
If NVIDIA actually buys ARM, it changes the processor landscape.
— Fr. Robert R. Ballecer, SJ (@padresj) July 31, 2020
Intel, already in a pitched battle against a resurgent AMD & its incredible Ryzen architecture, would face a GPU powerhouse with power-efficient CPUs perfect for the enterprise.https://t.co/4lVcDYOz7Z
When you dabble in real estate & hospitality and mistake them for tech firms valuing them as unicorns, you get to lose real tech unicorns!
— Subrahmanyam KVJ (@SuB8u) August 1, 2020
"Nvidia in talks to buy Arm from SoftBank for more than $32bn"https://t.co/k7A9QoBXfH pic.twitter.com/mA5PHb5aiC
Nvidia in talks to buy Arm from SoftBank for more than $32bn https://t.co/EssXPEa1hK via @financialtimes | Oh yeah.... $NVDA rules
— R. Christopher Whalen (@rcwhalen) July 31, 2020
FT is reporting they're discussing a $32B+ deal. Mixture of cash and stock.https://t.co/SHQ7nDo1a6
— Eric Jhonsa (@EricJhonsa) July 31, 2020
Arm + Nvidia:
— Value Investigator (@value_invest12) July 31, 2020
„...proposed deal included both cash and stock and that it valued Arm at above the $32bn price that SoftBank paid for the business in 2016.“$SFTBY $NVDA
Bring on that juicy 20% stake in the combined company for Softbank ?. Cluster of #1s
https://t.co/0Fp3ywoeqB
엔비디아가 ARM을 인수할 가능성. https://t.co/UeNPbfOaC1 소프트뱅크가 2016년에 31B에 인수한 영국의 반도체설계회사인데 현금이 필요한 소뱅이 매각 결정. 다만 구체적인 관심을 보이는 회사는 엔비디아밖에 없다고. 32B이상에 사겠다는 것 같은데 최종 매각가가 얼마가 될지 주목.
— 에스티마 (@estima7) July 31, 2020