Nvidia wants to completely transform enterprise computing by making datacenters run 10X faster at 1/10th the cost. Nvidia’s CEO, Jensen Huang, is crafting a strategy to re-architect today’s on-prem data centers, public clouds and edge computing installations with a vision that leverages the company's strong position in AI architectures. The keys to this end-to-end strategy include a clarity of vision, massive chip design skills, new Arm-based architectures that integrate memory, processors, I/O and networking; and a compelling software consumption model. 

Even if Nvidia is unsuccessful at acquiring Arm, we believe it will still be able to execute on this strategy by actively participating in the Arm ecosystem. If its attempts to acquire Arm are successful, however, we believe it will transform Nvidia from the world’s most valuable chip company into the world’s most valuable supplier of integrated computing architectures.