Nvidia sells off final Arm shares, but licensing deals will continue — $140 million stake sold, equating to 1.1 million shares

What happened

Nvidia has fully divested its remaining 1.1 million shares in Arm Holdings, valued at approximately $140 million, finalizing its exit from ownership ambitions that began with the failed $40 billion acquisition attempt in 2020. The sale occurred in late 2025, but the companies' strategic partnership on Arm-based CPUs, including the Vera Rubin platform, remains intact. Neutral: This is a financial portfolio cleanup with no immediate impact on chip supply, demand, or pricing; the core licensing relationship continues unchanged.

Impact and signal

Affected components and suppliers

Source and time

Source: Tom's Hardware · 2/18/2026 · View original source