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Nvidia Just Sold Arm — But The Ecosystem Leverage Remains!
When Nvidia Corp. quietly sold the last of its shares in Arm Holdings Plc, it marked the end of a saga that began with a bold $40 billion takeover attempt in 2020. That deal collapsed in 2022 after intense regulatory pushback. Now, Nvidia has fully exited its remaining 1.1 million Arm shares, worth roughly $140 million. On the surface, this looks like simple portfolio cleanup. But the timing matters. Nvidia is generating record cash flows, guiding to $65 billion in quarterly revenue, and forecasting $500 billion in Blackwell and Rubin revenue through 2026. At the same time, AI infrastructure spending is accelerating globally. So this sale is not just about closing a chapter.
