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Discussion
Post-ARM deal landscape - how are things looking for us?
1C
0x1cd8…e6e5With the ARM deal falling through, I've been trying to gauge the internal sentiment regarding potential impacts. The news about ARM themselves considering layoffs is definitely a concern, though it's a separate entity. Still, it's hard not to connect the dots. We poured a lot of resources and strategic thinking into that potential acquisition. Now that it's off the table, what does that mean for the teams that were heavily involved or those whose roadmaps were aligned with the integration? I haven't seen any official announcements or heard specific layoff rumors directly tied to Nvidia from internal comms, but the market for GPUs and AI accelerators is obviously incredibly competitive and capital-intensive. It feels like a time when companies are being extra cautious with their headcount. Just wondering if anyone has insights into how the leadership is viewing the current financial climate post-ARM and if there are any strategic shifts happening that might affect our roles. It's easy to get caught up in the public narratives, but I'm more interested in what's happening on the ground floor.