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Softbank wants to set Arm on ‘collision course’ with Nvidia, FT reports
The Fly

Softbank wants to set Arm on ‘collision course’ with Nvidia, FT reports

SoftBank (SFTBY) plans to put Arm‘s (ARM) technology at the center of a new network of data centers to train and run AI, setting Arm on a collision course with Nvidia (NVDA) and marking a departure from its traditional business model of selling only intellectual property, The Financial Times’ Tim Bradshaw and David Keohane report. “Many people still doubt… I think Nvidia is undervalued,” Son told the Future Investment Initiative conference on Tuesday in Riyadh. “Because the future is much bigger.”

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