Arm Holdings’ IPO saga – Part 3

In this last part of our series on the Arm IPO, we look at the exit that never was, Nvidia, and the reported new strategy for Arm growth revealed through the dispute with Qualcomm. What do we think? Falling out with a huge customer is never fun, but the details about planned business model changes that Qualcomm brought into the open have probably helped Arm’s value story for the IPO. In the end, we expect the IPO will close at a higher value than the original Nvidia offer, if not quite as much as the peak value of that deal. Of