Nvidia's purchase of Arm makes financial sense, but Arm's neutrality is a mismatch for Nvidia's business model, unless Nvidia's data center ambitions pan out (Ben Thompson/Stratechery)

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Ben Thompson / Stratechery:

Nvidia’s purchase of Arm makes financial sense, but Arm’s neutrality is a mismatch for Nvidia’s business model, unless Nvidia’s data center ambitions pan out  —  Back in 2010, Kyle Conroy wrote a blogpost entitled, What if I had bought Apple stock instead?: