The Nvidia-Arm deal idles at the intersection of U.S. politics, Jensen Huang’s promises and China’s long ambition to become the world’s tech industry leader.

Like All Deals in China, Expect Strings Attached to Nvidia/Arm
What’s at stake?
The Nvidia-Arm deal idles at the intersection of U.S. politics, Jensen Huang’s promises and China’s long ambition to become the world’s tech industry leader. How badly does Huang want to get this done? How big a chunk of Nvidia’s technology arsenal is China looking to gain? And how fiercely will U.S. anti-China hardliners fight the proposed M&A? At stake is the future of U.S.–China relations.