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Block off the old chips? Nvidia’s fraught merger

Economist Podcasts

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NVIDIA's AI Revolution and Arm Acquisition

This chapter explores NVIDIA's evolution from a gaming company to a leader in artificial intelligence through its proposed $40 billion acquisition of Arm. It discusses the implications of accelerated computing and the competitive landscape, highlighting the regulatory skepticism around the deal and the challenges from emerging AI startups and traditional chipmakers. The chapter emphasizes the transformative impact of GPUs and CUDA technology across industries, predicting shifts in server spending and market dynamics as AI continues to shape the future.

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