Why the Nvidia-Arm Merger Would Be Good for Tech, According to Their CEOs_老虎社区_美港股上老虎

Why the Nvidia-Arm Merger Would Be Good for Tech, According to Their CEOs

Barrons2021-06-18

Nvidia‘s $40 billion plan to acquire U.K. chip technology provider Arm Holdings will reshape the industry, so rivals are concerned. Thursday, the CEOs of both companies tried again to sell the deal as...

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195

howweimin
·2021-06-21
T
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Britmand
·2021-06-20
Nice
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Junz95
·2021-06-20
A giant becoming bigger giant
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298f8339
·2021-06-19
Nice
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potatochip
·2021-06-18
The big getting bigger just like the rich getting richer [Thinking]
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5
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- CL777:
  Indeed
  2021-06-19
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- potatochip:
  [Drowsy]
  2021-06-19
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- CL777回复potatochip:
  [Miser]
  2021-06-19
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StarGate
·2021-06-18
I hope this is for the better.
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ccli88
·2021-06-18
说说你对这篇新闻的看法...
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萌新的韭菜
·2021-06-18
To the moon
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1
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rose_
·2021-06-18
🤠
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Concepto60
·2021-06-18
Nice
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JANICELSJ
·2021-06-18
Thanks
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2
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huatnow88
·2021-06-18
🛫😊
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1
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Kobee
·2021-06-18
Hi
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NEWBIE
·2021-06-18
Great
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obg
·2021-06-18
Like and comment pls
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1
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- WMIING:
  Return pls
  2021-06-18
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yuppp
·2021-06-18
Ok
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Seuna
·2021-06-18
Like and comment please
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2
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- WMIING:
  Return pls:)
  2021-06-18
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Elaine1009
·2021-06-18
Oj
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1
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61be4b1d
·2021-06-18
Ok
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- Seuna:
  Like and comment please
  2021-06-18
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KeeBoonTong
·2021-06-18
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To go through, the deal needs regulatory approval from the U.S., European Union, U.K., and China. Opposition from other semiconductor companies, and elsewhere in the tech sector, has been mounting for months. Combined, Arm and Nvidi","collect":0,"end_time":0,"defaultTopTitle":"barrons.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"NVDA":"英伟达"},"translate_title":"为什么NVIDIA与ARM的合并会对科技行业有利","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDA":0.9},"content_text":"Nvidia‘s $40 billion plan to acquire U.K. chip technology provider Arm Holdings will reshape the industry, so rivals are concerned. Thursday, the CEOs of both companies tried again to sell the deal as positive for the industry.\nNvidia (ticker: NVDA) has a lot of people to convince. To go through, the deal needs regulatory approval from the U.S., European Union, U.K., and China. Opposition from other semiconductor companies, and elsewhere in the tech sector, has been mounting for months. Combined, Arm and Nvidia could become a formidable rival of Intel(INTC).\nAt the Six Five Summit Thursday, Arm CEO Simon Segars made the case that if it stays independent, Arm wouldn’t be able to keep up with the increasing demands of its customers for more complex chips that can perform a wider variety of functions.\n“As I think of in the future, the range of products our licensees want to build is growing and growing,” Segars said. “What they’re asking from us is increasing and increasing because of the complexity going up, and there is no way that we can do that on our own.”\nBeyond supporting Arm at a larger scale, Nvidia CEO Jensen Huang said the acquisition is an opportunity to create a company that can generate even more new ideas, and bring more innovation to its customers in the form of intellectual property.\n“The benefit to the market, and to the Arm customers will be more IP, better IP, more accelerated road maps and hopefully taking Arm to the far reaches of what is becoming …the diversity of computing that is literally going in every single direction,” Huang said. “You’re covering from cloud, to edge, to [internet of things], to high performance computing, to microprocessors, to accelerated computing—everything.”\nNot everyone agrees that the deal is a good idea. Incoming Qualcomm CEO Cristiano Amon has said that Arm’s ecosystem of processor technology is powerful because it is open. Arm has long been willing to license its architecture to anyone because it only makes the blueprints for the technology, and doesn’t design or fabricate chips itself.\n“Arm already won, and won everywhere,” Amon has said, referring to Arm-based chips powering almost every smartphone. “After the battle is won because of its independence, to say, ‘let’s make it better by taking that away’, doesn’t make any sense.”\nThere have been reports of other tech companies such as Alphabet (GOOGL), and Microsoft(MSFT) urging regulators to intervene. Nvidia announced its plan to buy Arm last year, and said the deal would close in 2022. Nvidia finance chief Colette Kress has said the deal is on track.\nNvidia shares rallied in Thursday trading. The stock closed up 4.8% at $746.29 after Jefferies analyst Mark Lipacis raised his target for the stock price to $854 from $740, and reiterated his Buy rating.\nAlso Thursday, Alphabet’s Google Cloud said that it had selected Advanced Micro Devices (AMD) chips to power a new virtual-machine product it is adding to its cloud-computing offerings. AMD shares rallied 6.1% to $84.95 in regular trading. The Tau VM virtual machines Google announced are a cheap way to add additional capacity for companies using cloud 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giant becoming bigger giant","listText":"A giant becoming bigger giant","text":"A giant becoming bigger giant","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/165631169","repostId":1134531383,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":162155286,"gmtCreate":1624048911545,"gmtModify":1634023613389,"author":{"id":"3561078354105669","authorId":"3561078354105669","name":"298f8339","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/162155286","repostId":1134531383,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":166245938,"gmtCreate":1624014518324,"gmtModify":1634024117474,"author":{"id":"3570923041276809","authorId":"3570923041276809","name":"potatochip","avatar":"https://static.tigerbbs.com/279b09d8c5dbf0fd92a959709ef9b5ff","vip":1,"crmLevel":3,"crmLevelSwitch":0},"htmlText":"The big getting bigger just like the rich getting richer [Thinking]&nbsp;","listText":"The big getting bigger just like the rich getting richer [Thinking]&nbsp;","text":"The big getting bigger just like the rich getting richer [Thinking]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/166245938","repostId":1134531383,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4881389,"gmtCreate":1624061904667,"gmtModify":1635309804479,"authorId":3560241002253187,"author":{"id":3560241002253187,"authorId":3560241002253187,"name":"CL777","avatar":"https://static.tigerbbs.com/e9aef3dd830373a0427a3447b1b564e3","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":166245938,"type":1,"supId":0,"prevId":0,"content":"Indeed","text":"Indeed","html":"Indeed"},{"id":4887119,"gmtCreate":1624076794612,"gmtModify":1635309203286,"authorId":3570923041276809,"author":{"id":3570923041276809,"authorId":3570923041276809,"name":"potatochip","avatar":"https://static.tigerbbs.com/279b09d8c5dbf0fd92a959709ef9b5ff","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":166245938,"type":1,"supId":4881389,"prevId":0,"content":"[Drowsy]","text":"[Drowsy]","html":"[Drowsy]"},{"id":4890296,"gmtCreate":1624089710481,"gmtModify":1635308867837,"authorId":3560241002253187,"author":{"id":3560241002253187,"authorId":3560241002253187,"name":"CL777","avatar":"https://static.tigerbbs.com/e9aef3dd830373a0427a3447b1b564e3","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3570923041276809,"repliedAuthor":{"id":3570923041276809,"authorId":3570923041276809,"name":"potatochip","avatar":"https://static.tigerbbs.com/279b09d8c5dbf0fd92a959709ef9b5ff","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":166245938,"type":1,"supId":4881389,"prevId":4887119,"content":"[Miser]","text":"[Miser]","html":"[Miser]"}],"langContent":"EN"},{"id":166851909,"gmtCreate":1624003586801,"gmtModify":1634024276220,"author":{"id":"3586990023332519","authorId":"3586990023332519","name":"StarGate","avatar":"https://static.tigerbbs.com/9db084b2eae373a6cc56043329defb07","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"I hope this is for the better.","listText":"I hope this is for the better.","text":"I hope this is for the 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