According to the latest information from SemiAccuratenvidia is currently planning a gigantic takeover that could change the entire PC market. The report calls it the biggest shake-up in the PC market since the invention of computers, but details of those plans are scant. SemiAccurate points out that no final decision has yet been made, although discussions on the takeover began more than a year ago and are reportedly close to completion.
Even if Nvidia agrees to a buyout, it will first have to be approved by antitrust authorities, which is not at all certain given Nvidia’s near-monopoly position in many GPU segments. Possible candidates for this takeover would be Dell, HP and Asus. Nvidia’s market capitalization currently stands at $4.57 trillion. By comparison, the giants of the PC market are almost tiny: Dell is currently worth $121.7 billion on the stock market, HP only $17.17 billion and Asus $13.55 billion, or barely 0.3% of Nvidia’s market value.
Following the release of SemiAccurate’s report, Dell’s stock price rose 6% and HP’s stock price rose 4%. By acquiring a PC manufacturer, Nvidia could not only increase its own sales, but also take an even more dominant position in the market and put more pressure on OEM customers by selling desktops, laptops and servers based on its own GPUs, which could be more aggressively priced or simply benefit from advantages in terms of availability.
