This is one of those "get the salt ready" rumors, as even though it comes from a reputable source, it would be an absolute game-changer if true. According to a report over at SemiAccurate, NVIDIA has been in negotiations for over a year to "buy a large company" that will "reshape the PC landscape."

SemiAccurate notes that this story arrives after a year of research and is fairly light on details, as it doesn't mention or list any of the potential "large" companies NVIDIA is potentially negotiating to buy. However, in the "PC landscape," some of the biggest players in the consumer PC market are Lenovo, Dell, HP, ASUS, and Acer.
These are all companies that sell tens of millions of PC hardware every year and already have deep ties to NVIDIA, covering everything from GeForce RTX hardware for consumer-facing products to data center gear for the AI market. Again, this would be a game-changer if true, and, according to Bloomberg, this rumor alone has led to increases in Dell and HP share prices.
However, the same Bloomberg report has been updated with a statement from NVIDIA denying the rumors. "The media report is false; NVIDIA is not engaged in discussions to acquire any PC maker," an NVIDIA spokesperson told Bloomberg.
Of course, this rumor arrives on the cusp of NVIDIA announcing its highly anticipated and heavily rumored N1X chip for consumer laptops and PCs, which pairs ARM CPU cores with NVIDIA GeForce RTX graphics and AI hardware. It's expected that the same "large" companies will announce new N1X-powered hardware sometime this year, ushering in a new era in which NVIDIA hardware isn't paired with an Intel or AMD processor. So, NVIDIA buying a PC maker wouldn't be out of the realm of possibility.
Naturally, we'll be following this new story as it develops, so stay tuned.




