Nvidia + Arm makes a tough pill to swallow: Lee

On December 2nd, 2021, the FTC announced that it would move to block Nvidia’s acquisition of Arm Holding. This most recent complaint has become another link in a global chain of regulatory legal challenges and reviews that could sink Nvidia’s $40 billion bid first announced on Sept. 13,  2020.

The deal was bound to be a tough one to close from the outset as marquee Arm licensees such as Qualcomm, Alphabet, and Microsoft protested the union. However, Nvidia did manage to muster public support from Mediatek, Marvell, and Broadcom support for the transaction shortly after.

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Lee: Is Nvidia Grace a sign of doubt?

Nvidia’s entry into the data center CPU game has been widely celebrated as a landmark move that poses an existential threat to Intel’s dominance in the data center. Accordingly, Nvidia’s stock jumped 5.62 percent upon the announcement while Intel’s dropped 4.18 percent. However, the advent of Project Grace feels like something else. It could suggest that Nvidia sees the writing on the wall and needs a hedge in the event that Nvidia’s $40 billion acquisition of Arm falls through.

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