There are good reasons for this, and NVIDIA’s (NASDAQ: NVDA) bid for chip architecture licensing leader ARM Holdings embodies the issue. At the same time, Nvidia is pouring vast resources into research and development, and coming up with an expanding suite of cloud-based software as a result. The rulebook is changing for semiconductor industry success, and Nvidia’s combo of tech hardware licensing and software makes it the best bet for the 2020s.
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