Microsoft Adopts Nvidia SoCs for Surface Laptop Ultra; EQT Acquires Acronis
What happened
Microsoft is incorporating Nvidia SoCs into the Surface Laptop Ultra, a move that replaces Intel chips in the device. Separately, EQT acquired a majority share in Acronis, a Swiss cybersecurity company. The Surface Laptop Ultra poverty-spec model starts at $2,599, with 128 GB models topping $5,899.
From theregister.com
Why it matters
Microsoft's decision to use Nvidia hardware affects the competitive landscape and supply chains within the PC chip sector. The acquisition of Acronis by EQT changes the ownership structure and valuation of the cybersecurity firm.
From theregister.com
Who's involved
- MicrosoftAdopting Nvidia SoCs for the Surface Laptop Ultra
- NvidiaProviding the Nvidia SoCs used in the Surface Laptop Ultra
- AcronisSwiss cybersecurity company acquired by EQT
- EQTAcquirer of the majority share in Acronis
- IntelCompetitor whose market share is challenged by Microsoft's new hardware adoption
Who could feel it
Possible knock-on effectsThese are possibilities Brind reasoned out, not predictions, and not advice. Most are not stated in any report.
- NvidiaSpeculative
Could see market price increases due to Microsoft's new adoption of its SoCs.
- MicrosoftSpeculative
May benefit from supply chain and market price advantages by adopting Nvidia SoCs.
- AcronisSpeculative
May see changes in valuation and ownership following the acquisition by EQT.
- EQTSpeculative
Could gain funding and ownership through the majority acquisition of Acronis.
- IntelSpeculative
Might face challenges to its market share in the PC chip sector due to Microsoft's move.
How it developed
Newest first. Tap a step to see who reported it.- Microsoft is incorporating Nvidia technology into new laptop products.Sub-event
Microsoft uses Nvidia SoCs in Surface Laptop Ultra; EQT buys Acronis.1 source