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Nvidia's "Secret Portfolio" Shakeup: 2 AI Darlings Are Ditched to Bet on Intel
Arm's shares rose 1.4% after Nvidia sold its stake amid a 26% revenue increase and AI-driven demand, with analysts noting strong long-term growth prospects.
- On Wednesday, New York-listed Arm shares ticked 1.4% higher in premarket trading after documents showed Nvidia sold its 1.1 million-share position, worth about $140 million.
- Nvidia's exit follows a long history that includes a failed $40 billion attempt to acquire Arm in 2020, reflecting a strategic shift toward infrastructure enablers and portfolio rebalancing.
- Earlier this month, Arm posted fiscal third-quarter results showing a 26% sales increase to $1.24 billion, with Morgan Stanley noting `AI project momentum` and high opex.
- Despite the sale, Nvidia retained its 20-year license with Arm and continues building Grace CPUs on Arm technology, maintaining supply to clients like Meta Platforms.
- Its $5B investment in Intel signals Nvidia's shift toward larger infrastructure partners, making it a roughly 4% holder with over 214 million shares valued at $7.9 billion.
12 Articles
12 Articles
Nvidia's "Secret Portfolio" Shakeup: 2 AI Darlings Are Ditched to Bet on Intel
Quick Read Nvidia (NVDA) sold its $140M Arm stake and best-performing holding Applied Digital. The exits signal a pivot toward infrastructure enablers. Nvidia invested $5B in Intel and now holds 4% of the company valued at $7.9B by year-end. You can earn up to $1,500 in cash bonuses just for moving your savings; see how this limited-time Raisin offer works before it’s gone. Hint: use code 'HEADSTART' Nvidia‘s (NASDAQ:NVDA) strategic investmen…
Nvidia sells off last stake in Arm Holdings
Chipmaker Nvidia has sold off the last shares it owned of Arm Holding Plc. Nvidia unloaded 1.1 million shares, worth about $140 million based on Arm’s closing price Tuesday, as per a regulatory filing, the disposal, which occurred sometime in the fourth quarter of last year, brings Nvidia’s stake to zero. This move wraps up a long and complex relationship between the two companies. Nvidia originally agreed to acquire Arm in 2020 for about $40 bi…
NVIDIA Ends ARM Acquisition Chapter; Debate Emerges Over Future CPU Strategy in the Agentic AI Era
NVIDIA has sold off its 'last bits' of stake in ARM this week, coming a long way from actually acquiring the company a few years ago. NVIDIA's x86 Deal With Intel Is an 'Indirect Indication' That ARM Alone Cannot Handle the Agentic AI Buildup NVIDIA's partnership with ARM has been pivotal in the modern-day AI buildout, as the company's CPU architecture has enabled it to deliver impressive offerings under the Grace Hopper and Blackwell lineups. M…
Nvidia sells off final Arm shares, but licensing deals will continue — $140 million stake sold, equating to 1.1 million shares
Nvidia has sold off the last of its shares in Arm Holdings, some six years after it attempted to buy the company outright for $40 billion, but was stopped by EU and UK regulators. The sale amounts to 1.1 million shares worth an estimated $140 million dollars.
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