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NVIDIA's Arm Deal Presents A Potential $3.5 Billion Revenue Opportunity


Dec 16, 2020 10:25 EST
Chip designer NVIDIA Corporation s decision to acquire British design house Arm Ltd. made headlines earlier this year as it looks to become the largest acquisition in the chip sector. Through it, NVIDIA looks to expands its product reach to Arm s customers as it looks to expand its revenue base and more effectively target the growing artificial intelligence and data center segments.
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As it announced the deal, NVIDIA stated that it had a $250 billion total addressable market (TAM) in mind by 2023. This term, for the uninitiated, refers to the total size of the markets that companies target through their products - with actual revenues often being a percentage of the final value. ....

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NVIDIA On Crypto Mining Demand: We're Looking Into Rumors With Channel Partners


Dec 13, 2020 15:47 EST
Chip designer NVIDIA Corporation is in the early stages of investigating the extent of the demand for its products originating from cryptocurrency mining operations. NVIDIA launched its GeForce RTX 30 series graphics processing units (GPUs) earlier this year, and following the launch, all eyes were on the company s ability to quantify what extent of its products were falling into miners hands.
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On this front, NVIDIA s chief financial officer Ms. Colette Kress provided some details of her company s approach towards quantifying the extent of the demand for its products from miners. Her comments came during UBS Global s TMT conference, during which the executive touched on a variety of topics which also included her company s expectations from the explosive data center segment. ....

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