Nvidia-Arm merger creates a chip design powerhouse

The Nvidia-Arm merger gives the combined group a quantum leap over other chip makers, according to John Lobb at Insync Funds Management. The merger transaction is valued at USD 40 billion.

The Nvidia-Arm Holdings merger could be costly to countries who oppose the merger if their manufacturing base relies on cutting-edge chip design.

Nvidia has the lead in GPUs (Graphic Processing Units) which are the linchpin of the brain of an autonomous vehicle and the magic behind ‘virtual reality’ gaming.

“Chip makers like AMD and Intel are lagging Nvidia’s technology for self-driving vehicles and new-age (realistic) gaming.

“It’s mind blowing that ‘Intel Inside’ is now past its use by date for business-level computing,” said Insync’s John Lobb.

Disruption stocks can provide investment returns now

Insync’s investment strategy concentrates on disruption and its interrelationship with a global megatrend rather than just investing in disruptive companies.

“Our investment philosophy revolves around high quality companies. We look for companies that are benefiting from disruption, have long runways of growth through exposure to global megatrends and are highly profitable,” commented Mr. Lobb.