Shortly after Softbank announced that it was looking to spinoff or sell Arm, which they acquired in 2016 for $32 billion, the rumor mill went into full speed. Speculation ran the gamut from Intel to Apple as potential buyers. Who would court Arm? Rumors settled on Nvidia, the GPU company. Would a Nvidia + Arm union make sense? After all, Nvidia has done well and created a disruptive narrative within the semiconductor industry with its GPU-centered plot line which branches off into numerous subplots in telco networking, edge computing and various AI application domains such as autonomous vehicles, intelligent systems and smart manufacturing.
neXt Curve ‘s Leonard Lee and Dean Freeman explore the following topics:
- Why would Nvidia want Arm? – We explore Nvidia’s potential motivations for courting Arm. We also discuss how the combined portfolios of the two companies would make sense and make nonsense.
- How would Nvidia benefit from the acquisition of Arm? – We discuss the potential synergies from portfolio, ecosystem, business model, and organizational perspectives as well as the factors that could destroy value that these very successful businesses have built over a long time.
- What would be the factors for a successful integration of the combined Nvidia + Arm company? – We discuss the key success factors that Nvidia would have to consider in successfully integrating Arm into their fold. We also touch on the regulatory hurdles that they will face in an increasingly sour geopolitical climate across the semiconductor and tech industries.
- What would the industry implications be for a Nvidia + Arm combination? – We discuss what the implications would be on the semiconductor and electronics industry if Nvidia actually went through with acquiring Arm. How would Nvidia’s game change and how would the industry react to Arm potentially losing its “neutrality”?
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Managing Director, neXt Curve
Founder and Principal Analyst, Tantra Analyst
August 7, 2020
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