NVIDIA divorced Arm. This generated a profit of $140 million
NVIDIA has closed the chapter on its would-be megamerger with Arm Holdings. According to the latest information, the American giant sold all of its Arm shares – 1.1 million shares worth approximately $140 million at the valuation at the time of publication of the information. Importantly, the transaction was to be carried out in the fourth quarter of 2025, and only now has it come to light in the documents.
The Greens will continue to license rights to the ARM architecture
This is a symbolic end to a story that began loudly in 2020, when NVIDIA announced its plan to acquire Arm for $40 billion. Ultimately, the transaction did not take place because regulators from Great Britain and the European Union were concerned about weakening competition and inhibiting innovation. This cost the Greens a whopping $1.25 billion in termination fees.
However, selling shares does not mean a complete divorce. NVIDIA is still an Arm licensee and partner, as it develops its own server processors based on this architecture, such as Grace and Vera, which are intended to compete in data centers with classic x86 systems from AMD and Intel.
The company also relies on Arm solutions in Jetson platforms, used, among others, in robotics and edge devices for AI. In other words, NVIDIA may no longer have Arm stock, but in practice it will still use its technologies across multiple product lines.
It is also worth adding that the IP puzzle in the NVIDIA world is more complex than it might seem. In terms of GPUs alone, the company has been investing heavily in its own RISC-V-based microcontrollers for years, while also maintaining shares in other technology companies such as CoreWeave Whether Synopsys.
