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What if what if?

One rumor, one report, three results The story put out by Bloomberg was that Nvidia may be bidding to buy some or all of Arm from Softbank. That is such a delicious rumor-speculation I just can’t ignore it. If Nvidia agreed to Softbank’s inflated price—Arm couldn’t have possibly increased in value so much from the time Softbank bought it—it would ...

Jon Peddie

One rumor, one report, three results The story put out by Bloomberg was that Nvidia may be bidding to buy some or all of Arm from Softbank. That is such a delicious rumor-speculation I just can’t ignore it. If Nvidia agreed to Softbank’s inflated price—Arm couldn’t have possibly increased in value so much from the time Softbank bought it—it would have to do it on a stock deal and maybe borrow some. Nvidia has been very cautious with its balance sheet and is building back its nest egg after the outrageous price it paid for Mellanox. Nvidia currently has almost
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