Rumor
Nvidia may sell its stake in Arm
Tuesday, February 17, 2026 at 10:36 PM
Reports suggest Nvidia may be looking to sell its stake in Arm, a move that would impact the ownership structure of the semiconductor design firm.
Context
Nvidia has fully divested its equity stake in Arm Holdings, according to regulatory filings disclosed on February 17, 2026. The semiconductor leader previously held approximately 1.1 million shares of the British chip designer, a position valued at roughly $181 million as recently as late 2025. This exit completes a multi-year transition for Nvidia, moving away from its role as an investor following its failed $40 billion acquisition attempt of the company in 2022.
While liquidating its Arm position, Nvidia simultaneously reported new stakes in Intel and Nokia, suggesting a strategic reallocation of capital toward broader AI infrastructure and networking. The divestment does not signal a rift in their technical relationship; Nvidia continues to rely heavily on Arm architecture for its latest hardware. For instance, Nvidia's recent massive multiyear deal with Meta involves millions of Grace and Vera CPUs, both of which are fundamentally built on Arm technology.
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