The public version of the article does not name which PC manufacturer or related company is involved. If it\u2019s not one of the major PC (and server) makers such as HP or Dell, or perhaps Asus from the from the Asia-based ones, an extreme scenario could be the acquisition of Intel (though Nvidia missed the best opportunity for this, back when Intel\u2019s stock price was extremely low), or Foxconn, which does not sell computers directly but manufactures them as an ODM supplier for many companies. Of course, more conservative possibilities are the ones that are more likely. In response to the rumor, Dell and HP shares rose by several percent.<\/p>\n
Nvidia denies the reports<\/h2>\n
Nvidia has already issued a statement denying the report\u2014even though the company usually avoids commenting on leaks. According to Nvidia, \u201cthe media report is false; NVIDIA is not engaged in discussions to acquire any PC maker<\/em>.\u201d<\/p>\n However, it\u2019s reasonable to assume the company would deny it even if negotiations were underway (and statements can be crafted carefully to \u201cdeny\u201d only specific interpretations to not be in conflict with the reality). It is standard practice that companies do not acknowledge acquisition talks or similar deals while negotiations are ongoing. For Nvidia as the buyer, there is also a practical reason: if news of a planned acquisition leaks, the target company\u2019s stock price rises, forcing the buyer to pay more. Therefore, the existence of a denial does not guarantee the rumor is false.<\/p>\n Even if negotiations for a major acquisition were indeed happening, there is no guarantee the deal would be completed\u2014many such contracts are never finalized or announced because talks break down. So while the implications could be far\u2011reaching, it\u2019s unclear how seriously to take these reports.<\/p>\n There is also precedent in Nvidia\u2019s attempt to acquire Arm, which was an extremely ambitious takeover that eventually fizzled as it failed to clear regulatory approval. It\u2019s questionable whether Nvidia could push through an acquisition that would make it an even more dominant force in the PC market today, especially since its position has strengthened further due to the AI boom compared to when it attempted to buy Arm.<\/p>\n While in the US\u2014currently under a Republican administration\u2014antitrust enforcement may be weaker and previously impossible deals might be pushed through via close ties to the government, China remains a major obstacle. Chinese regulators would likely again use the rejection of such an acquisition as a political tool in its rivalry with the US. However, if Nvidia were to buy a company whose operations do not require approval from Chinese antitrust authorities, the situation could be different.<\/p>\n In any case\u2014if there is any truth to the rumors\u2014we will likely learn more over time. Nvidia\u2019s current success gives it a rare opportunity to pursue acquisitions that were previously unthinkable, making it very plausible that the company is actively evaluating how to take advantage of this.<\/p>\n The extremely high price of Nvidia\u2019s stock works in its favor. The company could use it to finance massive purchases if part of the acquisition cost were paid in shares rather than cash. If the AI boom weakens, this opportunity could disappear, so Nvidia\u2019s management may see the current situation as a unique window of opportunity that should be used as soon as possible.<\/p>\n Sources: SemiAccurate<\/a>, CNBC<\/a><\/em><\/p>\n English translation and edit by Jozef Dud\u00e1\u0161<\/em><\/p>\n![\"\"](\"https:\/\/www.hwcooling.net\/wp-content\/uploads\/2025\/03\/Nvidia-DGX-Spark-s-Jen-Hsunem-Huangem-pro-\u0161k\u00e1lu-na-GTC-2025.jpg\")
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