Their rationale doesn't ring true when you really look at the alternative. There are also maybe concerns with China regulators. Nvidia just recently submitted the application to China regulators in June, eight months after the deal was announced and China is making noise that they're not going to be rushed. They're going to take their time reviewing this deal.
The timeline is at risk and this deal might not even get done. There is a potential that it doesn't actually happen, regulators don't approve it.
But what's the alternative? But all of these other potential buyers have just as big, if not more regulatory issues, especially antitrust issues to getting this deal done than Nvidia does. I think Nvidia's consolation prize, if the deal doesn't close, that no one else gets them, at least.
But I think Nvidia is going to be fine either way. It'd be nice if they had Arm, but don't think that if this doesn't close, suddenly, this is a bad investment.
We'll have to see what happens. But at a minimum, it's going to take longer than we thought. Matt Frankel: Nvidia's become a really big company over the years. I sure do wish I would've bought shares about five or six years ago. But do you see Nvidia as having become too big to really deliver market-beating performance over the long term?
Bordelon: That's a good question. I think it's definitely getting up there. Is it capable of market-beating returns? I think for sure. Look at Apple, Amazon , Microsoft. Big companies can give us market-beating returns. But I think when you look at these big companies, like the large companies that give you market beating returns, that's an elite group. The Riva ZX was an upgrade of the Riva that enabled better visual effects and was targeted to the corporate market.
It could achieve sustained rates of million to million pixels per second and million pixels during peak bursts. According to some analysts, the RIVA TNT represented a sea change in graphics processing, allowing chip designers to calculate pixels and apply color, shading, lighting, filtering, and other effects.
During it was hit with several patent infringement lawsuits from its competitors, including Silicon Graphics Inc. In March it launched a bit version of the Vanta for the low-end PC market. The two companies agreed to cross-license their patent portfolios. Dubbed the GeForce, the bit graphics processing unit GPU was the industry's first GPU; it was able to offload the entire graphics processing operation from a computer's central processing unit CPU.
According to Electronic Buyers' News, the GeForce "cements the company's reputation as a broad-line graphics-chip supplier by pushing 3-D performance into rarefied territory. In January the company sued competitor S3 over five patents, but the two companies settled the next month by entering into a seven-year patent cross-licensing agreement.
ATI's Radeon could process up to 1. The GeForce2 MX featured twin-display architecture that enabled it to serve multiple monitors. Its digital control technology made 2-D and 3-D graphics, images, and video brighter and cleaner. CEO Jen-Hsun Huang called the GeForce2 Go "one of the most important [product introductions] in the history of our company," when it was introduced at Comdex in the fall of The company also earned several awards at Comdex Fall and was awarded the Editor's Choice Award from Cadence magazine.
The year began with a healthy market for graphics processors, although the industry had experienced substantial consolidation. According to EBN, the number of firms producing graphics controllers had shrunk from 45 to 12 over the past five years.
Several key players, including S3 Inc. Tickers, Articles and Keywords:. News Podcast Events Newsletter. Max Shestov , Benzinga Contributor. August 21, pm Comments. View the discussion thread. Trending Recent.
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