[als0]

The whole ARM acquisition attempt really smelt of subtle stock market games, because the alleged benefits of such a deal made no sense. With the Arm CEO being ex Nvidia I'm sure he was in on it. Looking forward to someone writing up an account of what really happened.

[klelatti]

I think that the blocking of the deal by competition authorities shows the potential benefits of the deal (for Nvidia) in having control of Arm, in addition to making Arm-based SoCs, were real.

Also, Rene Haas (ex Nvidia) became CEO of Arm after the deal fell through. Simon Segars was CEO when the deal was announced.

[als0]

> I think that the blocking of the deal by competition authorities shows the potential benefits of the deal (for Nvidia) in having control of Arm, in addition to making Arm-based SoCs, were real.

China was concerned about more US influence. The other regions were concerned about stifling of innovation. In reality, a successful acquisition would have meant that most customers would have started transitioning away from ARM and sooner to available RISC-V or Cadence/Synopsis solutions.

> Also, Rene Haas (ex Nvidia) became CEO of Arm after the deal fell through. Simon Segars was CEO when the deal was announced.

Rene Haas was EVP of the whole IP business (CPUs, GPUs, NPUs, etc) before becoming CEO. His influence with the CEO can't be understated.

I posit that this was an enormous gamble to boost valuations of both NVIDIA and ARM and that they knew from the beginning that the deal would not go through. Anyone who understands the ARM business model could have told you that.

[klelatti]

> I posit that this was an enormous gamble to boost valuations of both NVIDIA and ARM and that they knew from the beginning that the deal would not go through.

You posit it without saying why the valuations would go up given that you think they - and everyone else given what you say - thought the deal wouldn’t complete.