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Nvidia Set to Buy ARM With $40 Billion Bid to Corner AI Market - Data Center to Edge; FVE to $300

Abhinav Davuluri, CFA Sector Strategist

Analyst Note

| Abhinav Davuluri, CFA |

After reflecting on Nvidia’s announcement that it would acquire ARM from the SoftBank Group in a transaction valued at $40 billion, we foresee nice potential revenue synergies in the data center (ARM-based CPUs) and the leveraging of Nvidia’s GPU and AI IP into ARM’s treasure trove of IP. 

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Company Profile

Business Description

Nvidia is the leading designer of graphics processing units that enhance the experience on computing platforms. The firm's chips are used in a variety of end markets, including high-end PCs for gaming, data centers, and automotive infotainment systems. In recent years, the firm has broadened its focus from traditional PC graphics applications such as gaming to more complex and favorable opportunities, including artificial intelligence and autonomous driving, which leverage the high-performance capabilities of the firm's graphics processing units.

2788 San Tomas Expressway
Santa Clara, CA, 95051
T +1 408 486-2000
Sector Technology
Industry Semiconductors
Most Recent Earnings Jul 31, 2020
Fiscal Year End Jan 26, 2021
Stock Type Cyclical
Employees 13,775