As we all know, in August last year, nvidia stated that it would acquire ARM at a price of 40 billion U.S. dollars.
However, as soon as the news came out, it encountered opposition from many companies, such as Qualcomm, Microsoft and so on. Because ARM itself does not produce any chips, it has no competitive relationship with any chip manufacturer, so it can maintain fairness and fairness.
But Nvidia is different. Nvidia itself is a chip company and is in competition with many manufacturers. Everyone is worried that after Nvidia’s acquisition of ARM, it will have a big impact on the chip industry structure.
At the same time, because the status of ARM and Nvidia is too important and must be reviewed by many regulators, everyone has not been optimistic about this acquisition. However, nvidia has been full of confidence and feels that various regulatory agencies will agree.
But what people did not expect was that the United States actually intervened. Recently, media reports said that the US Federal Trade Commission (FTC) also announced that it would sue to prevent Nvidia from acquiring Arm.
In fact, in addition to the FTC, regulatory agencies such as the United Kingdom, the European Union, and China may not agree to nvidia’s acquisition of ARM, so it is very likely that this acquisition will come to nothing.
However, as far as nvidia is concerned, although the acquisition of ARM is important, if the acquisition fails, it is actually not a loss, because since the announcement of the acquisition of ARM, the market value of nvidia has risen by nearly 175%.
When it was reported that nvidia was going to acquire ARM in August last year, the stock price of nvidia was only about US$135. Now more than a year later, it has risen to US$306.9.
At that time, the market value of nvidia was only about 340 billion U.S. dollars. Now it has risen to 767.3 billion U.S. dollars, which is an increase of nearly 430 billion U.S. dollars, which is 2.7 trillion U.S. dollars when converted into RMB.
Of course, the reason why nvidia has risen so fast is not only because of the acquisition of ARM, but also because of the prosperity of the GPU and AI markets, but no matter what, such a rise must still be a lot of light for ARM.
So even if the acquisition fails, Nvidia will still make a lot of money, 2.7 trillion yuan, which is 10 times the acquisition price of ARM. What is a pity?