Six years after attempting the largest acquisition in semiconductor history, Nvidia has finally drawn a line under its Arm Holdings story. A regulatory filing revealed this week that Nvidia sold its remaining 1.1 million Arm shares in Q4 2025, valued at approximately $140 million — reducing its equity stake to zero.
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Nvidia Exits Arm: The Full Timeline & What It Means
This is closure, not retreat. The relationship between Nvidia and Arm is far from over — it’s just moved from equity to contractual.
| Milestone | Year | Detail |
|---|---|---|
| Nvidia agrees to acquire Arm | 2020 | $40 billion deal — largest in chip history |
| Regulators block the deal | 2022 | FTC, EU, UK all oppose; deal collapses |
| Arm goes public (IPO) | 2023 | SoftBank-backed IPO values Arm at ~$55 billion |
| Nvidia holds 1.96M shares | 2024 | Worth ~$280 million |
| Nvidia reduces to 1.1M shares | Feb 2025 | Stake worth ~$155 million |
| Nvidia sells final 1.1M shares | Q4 2025 | ~$140 million; stake hits zero |
| Arm’s current market cap | Feb 2026 | ~$133–135 billion |
The divestment came quietly — filed with the SEC on February 18, 2026, but executed months earlier. Arm shares edged over 1% higher on the news, reflecting the market’s comfort with the clean break.
Why Nvidia Walked Away From the Equity
Selling the stake doesn’t mean Nvidia is walking away from Arm’s technology. Nvidia holds a 20-year licence for Arm IP and actively uses it — its Grace CPUs and the upcoming Vera Rubin platform are all Arm-based. Jensen Huang confirmed at the time of the failed acquisition that Nvidia would remain a proud Arm licensee for decades.
Selling the Arm stake formalises Nvidia’s identity as a specialised AI hardware powerhouse rather than a vertically integrated chip conglomerate. With capital to deploy elsewhere, Nvidia currently holds stakes in Intel, CoreWeave, Nokia, and Synopsys — all tightly aligned with its AI infrastructure ambitions.
According to Nvidia’s SEC regulatory filing, the share disposal occurred in Q4 2025 and reduces Nvidia’s Arm holdings to zero.
Check out our Nvidia and AI chip coverage on TechnoSports and our semiconductor industry news for the bigger picture.
FAQs
Does Nvidia still use Arm technology after selling its stake?
Yes — Nvidia holds a 20-year Arm IP licence and continues to build Arm-based CPUs like Grace and Vera Rubin for its AI data centre platforms.
Why did Nvidia’s original $40 billion Arm acquisition fail?
Regulators in the US (FTC), EU, and UK blocked the deal in 2022, citing competition concerns since Arm’s architecture underpins chips made by Nvidia’s rivals.
