$40 Billion Nvidia-Arm May Delay EU Filing, But It May Be For Good
The companies may delay until September the formal filing of the deal in Europe. While this may look like an unnecessary delay, this extra time could allow EU regulators to review the deal and grant an approval without opening an in-depth merger review, in our view. The $40 billion deal will combine Nvidia’s graphic and data center chips with Arm’s IP licensing portfolio to create a microchip company with enhanced AI and IoT capabilities. The deal is expected to raise antitrust concerns in US, Europe and China.
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