Why do you think ARM is undervalued? While I agree, that considering the value of the ARM Arch brought to the mobile world, it may seem undervalued when you compare it to the insane valuation of some BS software companies, their business model of licensing IP doesn't allow them to make mega money. Apple and others have a perpetual licenses even.
Sure, if they want to, they could change the licensing model to bleed their customers dry and increase share price but that would just work temporary as everyone would then accelerate the movement to RISC-V.
ARM(the company, not the Arch) has peaked and will probably just stagnate for the foreseeable future.
I just find it hard to believe that Softbank would settle for $1B in profit for a highly successful business. They may have overpaid themself or ARM is losing them money, but why would Nvidia want to pay $32B for a money losing business?
They probably have no idea how to hype up ARM. It's like I bought out Apple Store in NY in cash but have no idea what to do with it other than to admire it
Sure, if they want to, they could change the licensing model to bleed their customers dry and increase share price but that would just work temporary as everyone would then accelerate the movement to RISC-V.
ARM(the company, not the Arch) has peaked and will probably just stagnate for the foreseeable future.