By Muhammad Zuhair
Publication Date: 2026-02-18 16:29:00
NVIDIA has sold off its ‘last bits’ of stake in ARM this week, coming a long way from actually acquiring the company a few years ago.
NVIDIA’s x86 Deal With Intel Is an ‘Indirect Indication’ That ARM Alone Cannot Handle the Agentic AI Buildup
NVIDIA’s partnership with ARM has been pivotal in the modern-day AI buildout, as the company’s CPU architecture has enabled it to deliver impressive offerings under the Grace Hopper and Blackwell lineups. More importantly, ARM will also play an essential role in NVIDIA’s upcoming Vera CPUs, as the importance of such processing units has been rising significantly. Bloomberg reports that NVIDIA sold out its remaining stake in ARM, worth $140 million, according to the latest SEC filings, but interestingly, this move also comes at a time when ARM’s role in the future of the AI race is being questioned.
For those unaware, CPUs are gaining immense traction in recent times, given inference, especially agent-based, as shown with such workloads, the primary focus shifts away from GPU compute to more CPU-focused tasks, such as tool calls, API requests, memory lookups, and orchestration logic. This pivot is evident in the fact that both Intel and AMD are reporting immense hyperscaler demand for their data center CPUs, driven by the aggressive growth of the CPU TAM. At the same time, the role of ARM’s architecture is also being talked about, and here’s why GF Securities says:
GFHK noted in their Q&A…