A New York-based Technology Strategist, Jahanara Nissar serves as a managing partner with Lynx Equity Strategies. She is respected in her profession and provides insight to publications like the Economic Times and Bloomberg. Quoted in a June 2021 Street Insider article, Jahanara Nissar focused on Nvidia Corp.’s proposed acquisition of ARM Ltd.
In the article, she described China as the largest obstacle. UK-based ARM has a Chinese subsidiary that holds licenses for the full range of ARM cores released up to the formation of the subsidiary in 2018. This includes the Cortex A-series cores utilized in many mobile devices. However, the China subsidiary does not have licenses for the Cortex X server-focused series, released in 2020 and 2021.
With US regulations standing in the way of advanced IP licensing to China, selling ARM Ltd. to Nvidia, which is US-based, would prevent China from acquiring the Cortex X-series license. This would end Chinese ambitions of developing server CPUs and communication equipment with ARM architecture as the basis. China and its ARM subsidiary are unlikely to greenlight the Nvidia deal. In addition, UK authorities are considering blocking Nvidia’s proposed takeover of ARM on national security grounds.
Jahanara Nissar 