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.
NVIDIA
Insync’s John Lobb sees big future for NVIDIA
Apple recently announced it would phase out Intel’s CPU silicon processors (chips) in its Mac computers following its success with in-house designed chips, ‘Apple Silicon’, using Britain’s ARM-based architecture in its iPad Pros and iPhones.
Insync Funds Management is a global equity specialist based in Sydney. Key team members own equity in the business and co-invest in the Fund alongside other investors.