Nvidia says it's not buying a PC maker, but the idea didn't seem crazy
Investors are increasingly convinced the chip giant could extend its control from AI data centers into everyday computing
Nvidia's denial of buyout talks with a major PC maker did little to settle a deeper question hanging over the industry: If the world's most valuable chip designer chose to reshape the PC market by acquisition, who could realistically stand in its way? The company's influence over AI hardware is now so central that even an unconfirmed blog post suggesting talks with a "large PC-oriented company" was enough to jolt the shares of Dell and HP before Nvidia stepped in to say the story was false.