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I don’t believe NVidia will pay $30B. But certainly they might believe ARM has value outside its current cash flow and mediocre growth. Like strategically combi
by valuearb 6y ago
I don’t believe NVidia will pay $30B. But certainly they might believe ARM has value outside its current cash flow and mediocre growth. Like strategically combining technologies.
I’m skeptical that will work, but Son was dumb enough to pay $31B with no strategic value.
- goatinaboat 6y agoI’m skeptical that will work, but Son was dumb enough to pay $31B with no strategic value. At the time I thought Son had clever telco synergies in mind, but I gave him far too much credit
- bsder 6y agoARM is actually an okay choice and $31B probably wasn't even that out of whack. The problem is that Son needs cash, so he's flogging off everything he can to get it.
- ece 6y agoApparently Son had a stake in Nvidia too which was sold off last year at a slight loss if you believe BI. Crazy. https://www.businessinsider.com/running-list-softbank-investments-2017-7 https://www.businessinsider.com/running-list-softbank-invest...