and the M&A accelerates

NVidia grabs the Portland Group. This makes sense, as NVIdia has had CUDA, which is LLVM based, and needed a more general purpose compiler technology. There is nothing wrong with CUDA, but its very GPU specific. PGI tech allows them to talk very generally, and get support for non-GPU hardware acceleration. Such as massive collections of ARM.
I expect more M&A and investment activity over the next few months.