Discussion NV Re-Enter ARM PC market in Q2-2026!

[Doug S]

I expect this is one of those rumors that isn’t true until it is. Highly likely Nvidia has had discussions of varying types, including a transformational acquisition; executives often do. I can think of several possible targets that may be accretive to the Nvidia supply chain and desired market access, and would surprise some.

But for this moment, sure, they may not be “engaged in discussions.” Tomorrow is tomorrow. Everyone uses equivocation for the purpose of protecting strategic corporate secrecy. It’s not “lying”, but it is intended to pull off a Jedi hand wave

Yeah pretty much the statements you'd get from Nvidia would be identical whether Charlie's claim was true or not. They wouldn't want to openly admit this and see speculation drive up the price of potential acquisition candidates. If they said "no comment" many people will take that as a yes, so if it is true the best course is a carefully worded denial. If it is false the best course is the SAME carefully worded denial - you want your denials to be indisguishable so that in the future people can't parse the wording and tell which kind of a denial it is.

I'm actually kind of surprised his article had the stock price effect it did on DELL & HPQ (if indeed it was published right before yesterday's price spike) but even before the recent "AI" craze HFT bots have been crawling the web for news to make quick trades on.

If the rumors are true I just can't see it being either of those companies. I can't see Nvidia wanting to own a big chunk of the legacy PC business, it doesn't make sense either financially or strategically. It has to be a smaller player like Asus, Acer, etc. if this is about ARM PCs or someone like Supermicro if it is about datacenter.