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