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Nvidia Is Negotiating To Buy A Large PC Oriented Company

erek

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is it Dell or HP?

"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."

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Source: https://www.semiaccurate.com/2026/04/13/nvidia-is-negotiating-to-buy-a-large-pc-oriented-company/
 
I don't see how buying Dell or HP would be good for Nvidia
It would force Microsoft to start taking Windows Arm seriously?

In other ideas…. You think Nvidia as a fun side project ever thought of training an AI to reverse engineer Win32 and WDDM as something that could run as a translation layer inside Linux?
 
I don't see how buying Dell or HP would be good for Nvidia

Maybe it's just an attempt to try to push AI features into mainstream PC's much harder than any of the OEM's are currently doing.

Given how well AI anything has been selling to the general public, I can't imagine it will actually work, but the industry is pretty desperate to try to get more AI adoption.
 
I don't see NVIDIA being interested in much consumer right now.
 
Dell or HPE. It already partners with both companies today, as both Dell and HPE already offer NVIDIA products in their respective server product lines. NVIDIA doesn't give a shit about the consumer space at this point.
 
I don't think it would be one of the big 3. Although HPE/HP is a clear split, so it wouldn't get the enterprise piece.

If it's pure server side though, I'd wager Supermicro, hell that'd be a nice way to cripple AMD since a TON of their AI stuff is with SMC.

I could see Asus being a play.
 
I don't think it would be one of the big 3. Although HPE/HP is a clear split, so it wouldn't get the enterprise piece.

If it's pure server side though, I'd wager Supermicro, hell that'd be a nice way to cripple AMD since a TON of their AI stuff is with SMC.

I could see Asus being a play.
maybe even nokia. they make connectivity hardware for servers

plus nvidia has already invested 5% in them
 
Semi Accurate claims that “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 that they were “dead serious” about this claim. If this claim doesn’t refer to a major PC manufacturer like Dell or HP, what kind of company could Nvidia be planning to purchase? With alleged PC and server market implications, it can’t be a peripheral maker or accessories manufacturer.

https://overclock3d.net/news/misc/nvidia-shuts-down-pc-maker-buyout-rumours/
 
My money would be on the fixer upper HP for a lower price rather than Dell for a premium.

Then there’s Lenovo.
 

NVIDIA Says It Is Not in Talks to Acquire a PC Maker

by AleksandarK Today, 02:22 Discuss (9 Comments)
Yesterday, SemiAccurate posted a rumor that NVIDIA was planning to acquire a large PC maker, which would have reshaped its position within the PC space. However, it turns out the rumor is not true. NVIDIA issued a statement to CNBC saying, "The media report is false; NVIDIA is not engaged in discussions to acquire any PC maker." This brief statement effectively shuts down the rumors, suggesting that NVIDIA does not plan to go through with such an acquisition, even if it might have been considered in the past. Large corporations, especially with NVIDIA's $4.6 trillion market capitalization, are always looking to expand their business in areas where they are dominant and enter new markets where they could capture a significant share. NVIDIA holds a strong position in the dedicated GPU market, with about 94% market share among AIB GPU shipments.

The company is also looking to enter the laptop space with the upcoming N1/N1X SoCs, which would allow NVIDIA to tap into a completely new segment among PC users. In this context, acquiring a PC company would be a logical move, but it would present significant regulatory hurdles, as the company might not get approval from market regulators in the United States, European Union, and other regions. Now that we know the rumor is not true, we are waiting to see if any more rumors emerge about which company might have been the potential target. For now, we are refraining from making definitive claims or pointing fingers at any specific company.“
 
Funny. But it would end Nvidia.
Everything checks out:
-
Key Facts About Today’s IBM:
  • Focus Areas: Their primary business revolves around AI for business (Watsonx), hybrid cloud computing, and IT consulting.
  • Red Hat
    :

    A major part of their hybrid cloud strategy, Red Hat enables businesses to run applications across various environments.
    • Quantum Computing: IBM is a leader in quantum research and is building a commercial Quantum Network.
    • Market Position: Despite moving away from consumer hardware, IBM is still among the top technology companies by revenue in the US.
    • Mainframes: They still manufacture high-availability servers (mainframes) for industries like banking and finance.
 
Everything checks out:
-
Key Facts About Today’s IBM:
  • Focus Areas: Their primary business revolves around AI for business (Watsonx), hybrid cloud computing, and IT consulting.
  • Red Hat
    :

    A major part of their hybrid cloud strategy, Red Hat enables businesses to run applications across various environments.
    • Quantum Computing: IBM is a leader in quantum research and is building a commercial Quantum Network.
    • Market Position: Despite moving away from consumer hardware, IBM is still among the top technology companies by revenue in the US.
    • Mainframes: They still manufacture high-availability servers (mainframes) for industries like banking and finance.
I was pointing out the "IBM effect" on what it does to (arguably) successful cultures. It kills.

Edit: Let me add, that "acquiring" the unacquirable would be a very very very very bad tasting pill to swallow. And, IBM's been out of the PC business for a very very very long time.
 
Nvidia has issued a statement to Tom's Hardware, denying that it has been in talks for over a year to purchase a major PC manufacturer. The company said this in response to a rumor published by SemiAccurate claiming that the AI chipmaker is close to a decision point on whether the deal will push through or not. The tech publication said that it has spent over a year following this story, ever since it caught wind of the potential deal in late 2024. However, it also added that it was just talks and there’s no guarantee that a transaction will even materialize.

We have followed up with Nviida for a clarifying question as to whether Nvidia may be in discussions with a server OEM, as mentioned in the original report.

the rumor that Nvidia is looking to purchase a PC manufacturer is not actually a far-fetched idea. The rumor resulted in a jump of more than 5% for both HP and Dell — two major PC manufacturers whose product lines cover both PCs and servers.

https://www.tomshardware.com/tech-i...ngaged-in-discussions-to-acquire-any-pc-maker
 
I don't see how buying Dell or HP would be good for Nvidia
They're about to release a laptop chip and maybe not a lot want to sell them? They did this with Tegra and Shield products as nobody wanted their Tegra chips, so Nvidia went ahead and make their own products. Nvidia maybe doing the same with desktop products, and this is a shortcut?
 
I would think Nvidia's brand is so strong that putting their own name on a laptop would be better than just about any other name they could put on them except Apple.
 
I was pointing out the "IBM effect" on what it does to (arguably) successful cultures. It kills.

Edit: Let me add, that "acquiring" the unacquirable would be a very very very very bad tasting pill to swallow. And, IBM's been out of the PC business for a very very very long time.

you have it backwards. IBM has to buy the company and then it dies off (Rohlm, Lotus, .... Redhat isnt dead yet)

if NV buys IBM no idea what would happen.

however, HP is just about as bad...let's see HP bought Compaq, Cray, StorageTek, Tandem and DEC oh and of course big endian SystemV from Lucent....HP is practically another nobody like IBM is
 
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but nobody talks about anything ibm is doing, and certainly the phrase "you can't get fired for buying ibm" isnt true anymore
They are not in the consumer facing business much anymore, in some space they do (would you be in banks infrastructure, government worldwide, healthcare, tellcom, airlines, mainframes in generals things that are extremely hard regulation/insurance/lawyer wise that people do not want to do if not for big money).

People are maybe not talking much about HP, but it is the second biggest sellers of PC in the world with an enterprise service business side as well and a leader in supercomputers/networking/storage solution, cloud or local, with billions of users.

They are maybe not cool anymore (well IBM a little bit still is with the quantic stuff), but certainly not nobodies
 
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3 of my 4 work Dell laptops have hardware problems. My wife's dell also has problems. My personal experience with them have been trash. Maybe Nvidia can untrash them.
 
Well the future on no one own a pc ever. They are setting up a pay every month to use their pc’s. No one will ever be allowed to own your own pc, car, house etc.
 
One purchase for four brands sounds like a no brainier, resurrect voodoo at the same time!
 
you have it backwards. IBM has to buy the company and then it dies off (Rohlm, Lotus, .... Redhat isnt dead yet)

if NV buys IBM no idea what would happen.

however, HP is just about as bad...let's see HP bought Compaq, Cray, StorageTek, Tandem and DEC oh and of course big endian SystemV from Lucent....HP is practically another nobody like IBM is
Again, IBM is about anything but "logic". So, if you're into "insanity", buy IBM. I'm pretty sure Nvidia wants to live. I do agree that the target is likely not HP either, and while crazy, IBM does crazy better.

I could see Nvidia buying one of the popular cheap Chinese popular players.... we'll see (not Lenovo, but... keep them on the list). Maybe somebody not as well known in the USA, but still "big"??

Dell might be on the list. But harder pill to swallow, but far easier than HP (for sure).
 
3 of my 4 work Dell laptops have hardware problems. My wife's dell also has problems. My personal experience with them have been trash. Maybe Nvidia can untrash them.

I've not been impressed with my 8th gen refurb I got from Dell a couple of years ago. Before that I'd had a really nice HP with 4th gen intel. I'd say Dell got better when they went private again in 2012 or so and then worse when they went back to being publically traded on the stock market.
 
I dont see Dell or HP. Probably smaller gaming laptop manufacturer. Dell/HP have divisions they would have to figure out what to do with and not core to what nvidia wants to do. HP has print, 3d print, polycom, etc. Dell is similar.

*IF* they do it in the consumer space, MSI or ASUS is my guess.
 
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