
Nvidia is reportedly in discussions to acquire a leading PC maker, according to a new report from SemiAccurate today. The publication says it has been investigating the negotiations for over a year and that the acquisition, if it goes through, could “reshape the PC landscape.”
Nvidia is currently the largest company in the world with a market capitalization of $4.57 trillion as of this writing. Its revenues jumped 73% to a record $68.1 billion in the last quarter, with the company hugely benefiting from the AI-fueled exponential growth of computing demand. While it’s been reported before that Nvidia is developing its own chips for Windows PCs, the acquisition of a large PC maker, assuming it gets approved by regulators across the world, could well catapult the chip maker to another dimension.
According to the report, which doesn’t name any specific PC manufacturer, “the time is approaching to make a deal or walk.” Still, Bloomberg pointed out earlier today that shares of Dell and HP, two of the biggest PC manufacturers in the world, had already jumped following the publication of the report.
As you may remember, Nvidia tried to buy Arm Holdings for $40 billion several years ago, but the company ultimately gave up due to regulator scrunity. Again, it’s not clear if regulators would approve the acquisition of a leading PC manufacturer, especially if Nvidia soon starts challenging Intel and AMD with its own PC chips. Nvidia already largely dominates the AI chip market and the high-end GPU market, and in 2021, the US FTC sued to block the sale of Arm to Nvidia and “prevent a chip conglomerate from stifling the innovation pipeline for next-generation technologies.”