Over the past few weeks, there have been numerous reports about Nvidia’s overtures to acquire Arm. The news has mostly been obsessed about the $31 billion that Arm’s current owner, Softbank, paid for Arm and whether Nvidia could pay such an eye-watering price to buy this asset. There is also pushback from Herman Hauser who was one… Read More
Author: Michael Bruck
How an Nvidia/ARM deal could create the dominant ecosystem for the next computer era
Murphy’s Law vs Moore’s Law: How Intel Lost its Dominance in the Computer Industry
Last week, Intel announced its second-quarter financial results which easily beat the analysts’ consensus expectations by a handsome margin. Yet the stock price plummeted by over 16% right after the earnings call with management. Seven analysts downgraded the stock to a sell and the common theme on all the downgrades was that… Read More
Intel and the IFS Dilemma: Stuck Between a Rock and a Hard Place – Should They attempt to Sell Intel Foundry Services