Nvidia responds to rumors of "negotiating acquisition of large PC manufacturer"

After the market closed on Monday local time, the share prices of PC manufacturers Dell Technologies and Hewlett-Packard both fell by more than 2%. On the news, Nvidia, the “global stock king”, denied related acquisition rumors. An Nvidia spokesperson told the media,This news is not true. Nvidia has not discussed acquiring any PC manufacturers.. During the session on Monday, industry website SemiAccurate published an article stating that Nvidia is seeking an acquisition that would “reshape the PC market.”

SemiAccurate said that Nvidia has been negotiating for more than a year to acquire a large company, a move that will reshape the PC industry landscape. SemiAccurate also said it has been following this lead since 2024 and that the deal is now "close to the critical point of closing the deal or abandoning it."

Affected by this news, Dell and HP closed up 6.74% and 5.31% respectively on Monday. Among them, which are also AI server concept stocksDell hits record high.

A report released by industry research company Gartner last week showed that HP and Dell ranked second and third in global PC shipments in the first quarter of 2026, second only to Lenovo Group. Ranked fourth is Apple, which is unlikely to be an acquisition target for Nvidia in terms of size. Ranking fifth and sixth are Asus and Acer.

This vertical website was once inRumors that "Musk intends to acquire Intel" were revealed in January last year. That acquisition obviously failed in the end, but it eventually evolved into the Terafab chip project that the world's richest man personally signed off on, and Intel was also involved.

As Intel announced its CEO last weekChen Liwu shakes hands with Muskphotos,The U.S. CPU giant ushered in its ninth consecutive daily gain as of Monday's close, with a year-to-date increase of 76%.

There is another reason why the market is not surprised by Nvidia's acquisition - the AI ​​leader has too much cash. The market currently expects Nvidia's revenue to reach US$78.42 billion in its next quarterly report, and US$86.7, 96.7 and US$108.6 billion in the next three quarters. With a gross profit margin of over 70%, Huang Renxun will have a cash flow of hundreds of billions of dollars.

In the fiscal year ended January,NVIDIA has invested a total of $70 billion in partners and customers.