In part 2 of the Embedded Insiders’ analysis of recent industry acquisitions, Stacey Higginbotham, a tech industry expert and editor of the eponymous Stacey on IoT blog, joins Brandon and Rich to further the discussion about the ARM/NVIDIA deal. Wait. What did NVIDIA buy? Or better yet, what didn’t they buy? Why didn’t they acquire the entire Arm portfolio? And where is the rest of it now?

After, Jim McGregor of Tirias Research returns to analyze AMD’s acquisition of programmable logic supplier Xilinx. He provides some analogs to Intel’s purchase of Altera. Later, Rich puts him on the spot: In two years, will the Xilinx/AMD deal be a good one?

Listen to find out.