Good and bad M&A

It appears that Oracle has won the bid to purchase TikTok’s US operations. ¯\_(ツ)_/¯ Anyone who knows anything about Oracle has to seriously wonder what this is going to do. Sure, Oracle desperately needs to enter new markets, but … TikTok? At the other end of the spectrum, NVIDIA is acquiring ARM. Now, that deal makes a lot more sense. I already wrote, a month ago, that AMD is crushing it, Intel is getting leapfrogged, and NVIDIA was agreeing with Intel. As the world moves to more task-specific silicon, and as AI becomes more important, owning ARM puts NVIDIA in a much better position to remain competitive — and also leaves Intel with fewer options.

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