Nvidia has been in negotiations for over a year to buy a large company and it will reshape the PC landscape. SemiAccurate has been following this story since late 2024 and the time is approaching to make a deal or walk.
Remember in early 2025 when SemiAccurrate exclusively broke the news about Elon Musk’s interest in buying Intel? Oh how people laughed, and that went on for several quarters until Musk started stating in public that he wanted Intel. Sure that deal didn’t happen but our reporting was correct, there was a plan that has since morphed into the ‘Terafab’ project that involves Intel. As the saying doesn’t go, if you can’t buy them, join them, or something like that.
In any case SemiAccurate doesn’t deal with rumors re-labeled as truth because it has been copied by dozens of other sites too, we do the research, and this time we have a big one. This story covers over a year of research and like the Intel/Musk story may or may not pan out in the end, but it is quite real now. Nvidia is looking to make a huge purchase that will reshape the PC and server landscape like nothing else has done since the computer was invented. And let us say again, we are dead serious here.
Note: The following is analysis for professional level subscribers only.
Disclosures: Charlie Demerjian and Stone Arch Networking Services, Inc. have no consulting relationships, investment relationships, or hold any investment positions with any of the companies mentioned in this report.
Charlie Demerjian
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