Nvidia Is Negotiating To Buy A Large PC Oriented Company

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StratoBird@reddit

No chance in DELL. HPE maybe. Supermicro ? Probable.

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ngoni@reddit

My first computer was a Gateway. Good memories.

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Dell is 4x the market cap of HPE, but both are essentially a rounding error in comparison to Nvidia's. In the last 5 days alone Nvidia's market cap has risen 291 billion dollars - over double Dell's entire market cap.

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fatso486@reddit (OP)

Then i change my mind. HPe it is

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Dartypier@reddit

Supermicro and HPE produce servers, not PC

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FuturePastNow@reddit

Servers are obviously their main business, but Supermicro has produced some consumer motherboards, cases, and other stuff over the years

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DasFroDo@reddit

Why not Dell? Have you seen how much money Nvidia makes?

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StratoBird@reddit

DELL make shitton of money too, leader in Datacenter. HPE has less the traction nowadays.

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star_trek_lover@reddit

Dell is the supplier for every hospital system I’ve worked at and visited. And since nobody in medicine wants to tinker with older machines, new ones are bought without a second thought to replace the perfectly good slightly older ones.

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AdventurousTime@reddit

A great diversification play for when the ai bubble violently ruptures

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vanKlompf@reddit

But why?

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jigsaw1024@reddit

Jensen wants to be more vertically integrated. He's on record saying he wants Nvidia to be more Apple like with it's product stack so they can capture more of the margin and lock customers into their ecosystem more.

It's why Nvidia started releasing FE cards. They wanted even just that little bit of extra margin they were 'giving' to their AIB partners. And that has worked very well for them. It's been billions in extra revenue, and hundreds of millions in extra profit, for work they were already doing anyways. A lot cards from AIB partners are just a spin on reference designs from Nvidia themselves. So very little engineering work was being done to release a lot of models by the AIBs, most of it was already done by Nvidia.

It's very easy to see Nvidia (Jensen) apply this thinking to something much larger, especially if they are rumoured to be releasing desktop chips in the near future. It's just another opportunity to capture more revenue and profit from their existing work.

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DueAnalysis2@reddit

It's a weird place though. Apple is where it is because it offers a seamless software experience for most end consumers. Nvidia has nothing like that, to my understanding, the only people who care about their software are either gamers (in which case, why not go the console route) or engineers/scientists. A vertically integrated company that only sells to engineers would be kinda weird, no?

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NeroClaudius199907@reddit

Exactly how does an Nvidia ecosystem even look like? Apple has laptops, desktop, tablet, tv, airpods.

Whats the selling feature of an nvidia ecosystem?

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DueAnalysis2@reddit

As an engineer, I sort of see the appeal. You can develop your models and ML pipelines on hardware that will be very similar to what you'll be deploying it to on the server. But that's such a niche.

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HahaMin@reddit

AI laptop, AI desktop, AI tablet, AI tv, AI airpods. Duh.

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Earthborn92@reddit

Running on Windows?

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Dangerman1337@reddit

FE cards are slick but if they go further I'd hoe they'd make a ligheter shaded/coloured version of the FE than just Black & Dark Gunmetal Grey.

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pythonic_dude@reddit

Wish granted. Rubin FEs are noctua brown now.

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AnthMosk@reddit

Vertical integration

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vanKlompf@reddit

But they barely can deliver anything for consumer market, due to demand from data centers. And due to RAM and nvme supply chain problems consumer electronics market is now not best place to be.

What possibly can they deliver?

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shawnkfox@reddit

Greed. Profitable corporations always try to grow and get bigger instead of just paying out dividends to share holders. It always leads to bloat and slow decline eventually as they just get too big and unmanageable. The bigger a company gets, the more the CEO and the rest of upper level management get paid.

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FitCress7497@reddit

That's what every big corp does when they have too much cash in their hands.

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fntd@reddit

Besides vertical integration, I guess diversification also kinda makes sense,.

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HeavensNight@reddit

Watch it be both

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Paed0philic_Jyu@reddit

HPE sounds more believable.

And I believe that the headline is misleading - it is not related to PCs at all but server/datacenter systems.

HPE fits perfectly. Unlikely to be Dell; their PC presence is substantial.

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hardware-ModTeam@reddit

Thank you for your submission! Unfortunately, your submission has been removed for the following reason:

It is a submission that is largely speculative and/or lacks sufficient information to be discussed.

Rumours or other claims/information not directly from official sources must have evidence to support them. Any rumor or claim that is just a statement from an unknown source containing no supporting evidence will be removed.

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Fr0stCy@reddit

It’s gotta be supermicro. Take over more of the datacenter space.

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MnamesPAUL@reddit

This is why we used to have antitrust laws. Literally no one wants these piece of shit companies controlling anything else

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AlbiteTwins@reddit

The few former 3dfx engineers still at NVIDIA are having Vietnam flashbacks over STB systems.

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FinnedSgang@reddit

What about Lenovo? Recently, they priced their flagship handheld at $3000, apparently because they didn’t want to sell it.

This could be an interesting development for Nvidia entering the handheld market. AMD currently has an advantage here, similar to its position in the gaming console market, that will increase with the next Steam machine

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Ploddit@reddit

Falcon Northwest finally cashing out.

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Due_Teaching_6974@reddit

Please dont be Lenovo

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Rich_Artist_8327@reddit

Nvidia is going to purchase Ace Magician. With tha Nvidia will create superior Mini AI pcs. Better than Aooostaar or Minismanisforum.

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hsien88@reddit

source is from semiaccurate, one of the most unreliable sources second only to MLID.

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BobSacamano47@reddit

MLID is the best leaker and this sub is a shell of it's former self because there's no more of his stuff or other sources like that.

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Frexxia@reddit

My sides

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windozeFanboi@reddit

I guess they're aptly named then?

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ThisIsPaulDaily@reddit

I hope it is Gateway the world needs more cow logos.

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cock_mountain@reddit

Because we can always expect good things to happen when a trillion dollar company is feeling peckish to gobble up another company today

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NeroClaudius199907@reddit

Why though? Arent they all hands on deck on dc right now?

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WJMazepas@reddit

Probably a company with good knowledge and participation in the server market

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bhop_monsterjam@reddit

Jensen Huang encribing a pentagon on the floor to ressurect the corpse of Amstrad

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