Dell and HP shares on Wall Street are trading higher this Monday (13) after rumors that Nvidia () was in negotiations to acquire a personal computer manufacturer.
Information about the possible transaction was published by the SemiAccurate portal, which specializes in news about semiconductors and hardware. Despite not revealing the name of the company that Nvidia is trying to buy, the news created a stir in the market, which is already betting on the two largest PC manufacturers in the United States.
At around 1 pm (Brasília time), Dell shares were trading up 5.73% on the New York Stock Exchange (NYSE). HP shares registered an increase of 4.89% on Nasdaq. The companies did not take a position on the matter.
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In December last year, Nvidia completed the purchase of US$5 billion in Intel shares, becoming one of the main shareholders of the historic rival in the semiconductor market.
The agreement was presented to the market as an industrial approach between the two giants, with the potential for the joint development of chips for data centers, notebooks and PCs with a focus on AI. The combination between Nvidia’s GPUs and Intel’s x86 CPU ecosystem reinforced the perception that the company has started to target more intensely the next wave of so-called AI PCs, a segment seen as one of the industry’s main growth avenues in the coming years.
In this sense, the eventual acquisition of a manufacturer like Dell or HP would make sense as a vertical extension of this strategy, allowing Nvidia to control a larger share of the chain (from chip to final equipment) and accelerate the adoption of machines optimized for artificial intelligence in the corporate and personal market.
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