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unthinkable

Nvidia & Arm – The unthinkable pt. XII (final edition)

An unthinkable transaction remains exactly that. It looks like Nvidia has thrown in the towel on the transaction to acquire Arm with the likely result...

Nvidia & Arm – The unthinkable pt. XI.

The FTC drops the hammer. The FTC is unique in being the only regulator so far to actively come out against the deal which I...

Nvidia & Arm – The unthinkable pt. X

A deeper investigation was always expected. It looks like the UK Government is going to order a phase II investigation into Nvidia’s purchase of Arm...

Arm & NVIDIA – The unthinkable pt. IX

An EU investigation was expected. The EU is extremely likely to opt for a deeper investigation into the acquisition of Arm by NVIDIA in a...

Arm & NVIDIA – The unthinkable pt. VIII

NVIDIA has some explaining to do. The UK competition authority clearly has more concerns than expected with regard to NVIDIA’s purchase of Arm, meaning that...

Arm & NVIDIA – The unthinkable pt. VII.

NVIDIA wins major support. NVIDIA got a big boost for its acquisition of Arm with MediaTek, Broadcom & Marvell all publicly supporting the deal which...

Arm & NVIDIA – The unthinkable pt. VI.

Simon and Jensen make their case. Arm and NVIDIA have made a good case as to how the technology industry (excluding Intel and AMD) will...

Arm & NVIDIA – The unthinkable pt. VI.

The risks are demonstrably manageable. Herman Hauser has once again criticised the acquisition of Arm citing clear signs of unfair competition but what I think...

Arm & NVIDIA – The unthinkable pt. V

An IPO of Arm beckons. The risk to NVIDIA’s acquisition of Arm from Softbank continues to increase as the problems with its China unit seem...

Arm & NVIDIA– The unthinkable pt. IV

IPO may end up being the best way forward. The latest revelations with regard to NVIDIA’s acquisition of Arm from SoftBank again increases the probability...