General
Will NVIDIA acquire a major enterprise software company (valued over $20 billion) before the end of 2027?
A technology and finance prediction on the vertical integration strategy of the AI hardware giant.
47 total votes
Analysis
NVIDIA M&A: Buying Big Software by 2027?
NVIDIA is the most valuable chip company in the world. This prediction asks if they will acquire a major enterprise software company (valuation >$20B) before the end of 2027 to move up the stack.
Regulatory Headwinds
The majority **'No'** vote is driven by antitrust concerns. Any massive acquisition by NVIDIA would face immediate, hostile scrutiny from regulators in the US (FTC), EU, and UK (CMA), similar to the blocked ARM deal. While NVIDIA wants to build out its 'CUDA economy' and software services (NVIDIA AI Enterprise), they are more likely to rely on partnerships or smaller, bolt-on acquisitions to avoid a multi-year regulatory freeze. A mega-deal is financially possible but politically perilous.