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2021-06-18

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Why the Nvidia-Arm Merger Would Be Good for Tech, According to Their CEOs<blockquote>首席执行官表示，为什么英伟达与Arm的合并对科技有利</blockquote>

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.Nvidia 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 Nvidi

Why the Nvidia-Arm Merger Would Be Good for Tech, According to Their CEOs<blockquote>首席执行官表示，为什么英伟达与Arm的合并对科技有利</blockquote>

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Thursday, the CEOs of both companies tried again to sell the deal as positive for the industry.Nvidia 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 Nvidi","content":"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.<blockquote>英伟达斥资400亿美元收购英国芯片技术提供商Arm Holdings的计划将重塑该行业，因此竞争对手感到担忧。周四，两家公司的首席执行官再次试图将这笔交易视为对行业的积极影响。</blockquote> Nvidia (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&nbsp;a formidable rival of&nbsp;Intel(INTC).<blockquote>英伟达（股票代码：NVDA）需要说服很多人。该交易需要获得美国、欧盟、英国和中国监管机构的批准。几个月来，来自其他半导体公司和科技行业其他地方的反对意见一直在增加。Arm和Nvidia合并后可能成为英特尔(INTC)的强大竞争对手。</blockquote> At the Six Five Summit Thursday, Arm CEO Simon Segars&nbsp;made the case&nbsp;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.<blockquote>在周四的六五峰会上，Arm首席执行官Simon Segars表示，如果保持独立，Arm将无法满足客户对能够执行更广泛功能的更复杂芯片日益增长的需求。</blockquote> “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.”<blockquote>“正如我对未来的看法，我们的被许可方想要构建的产品范围正在不断扩大，”Segars说。“由于复杂性的增加，他们对我们的要求越来越高，而我们无法独自做到这一点。”</blockquote> Beyond 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.<blockquote>除了更大规模地支持Arm之外，英伟达首席执行官黄仁勋表示，此次收购是创建一家能够产生更多新想法的公司的机会，并以知识产权的形式为客户带来更多创新。</blockquote> “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.”<blockquote>“对市场和Arm客户的好处将是更多的IP、更好的IP、更加速的路线图，并希望将Arm带到正在成为的……计算的多样性实际上正在向各个方向发展，”黄说。“你涵盖了从云到边缘、到[物联网]、到高性能计算、到微处理器、到加速计算——一切。”</blockquote> Not 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.<blockquote>并非所有人都同意这笔交易是个好主意。即将上任的高通首席执行官克里斯蒂亚诺·阿蒙曾表示，Arm的处理器技术生态系统之所以强大，是因为它是开放的。Arm长期以来一直愿意将其架构授权给任何人，因为它只为该技术制定蓝图，而不自己设计或制造芯片。</blockquote> “Arm already won, and won everywhere,” Amon&nbsp;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.”<blockquote>“Arm已经赢了，而且在任何地方都赢了，”阿蒙说，他指的是为几乎所有智能手机提供动力的基于Arm的芯片。“在战斗因其独立性而获胜后，说‘让我们通过夺走它来让它变得更好’是没有任何意义的。”</blockquote> There&nbsp;have been reports&nbsp;of other tech companies such as Alphabet (GOOGL), and&nbsp;Microsoft(MSFT) urging regulators to intervene. Nvidia announced its&nbsp;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.<blockquote>有报道称，Alphabet（GOOGL）和微软（MSFT）等其他科技公司敦促监管机构进行干预。英伟达去年宣布了收购Arm的计划，并表示交易将于2022年完成。英伟达财务主管科莱特·克雷斯(Colette Kress)表示，该交易已步入正轨。</blockquote> Nvidia 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.<blockquote>英伟达股价在周四交易中上涨。该股收涨4.8%，报746.29美元，此前Jefferies分析师Mark Lipacis将股价目标从740美元上调至854美元，并重申买入评级。</blockquote> Also Thursday, Alphabet’s Google Cloud&nbsp;said that it had selected&nbsp;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 computing.<blockquote>同样在周四，Alphabet旗下的谷歌云表示，它已选择Advanced Micro Devices(AMD)芯片为其添加到云计算产品中的新虚拟机产品提供支持。AMD股价在常规交易中上涨6.1%，至84.95美元。谷歌宣布的Tau VM虚拟机是为使用云计算的公司增加额外容量的廉价方式。</blockquote>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why the Nvidia-Arm Merger Would Be Good for Tech, According to Their CEOs<blockquote>首席执行官表示，为什么英伟达与Arm的合并对科技有利</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy the Nvidia-Arm Merger Would Be Good for Tech, According to Their CEOs<blockquote>首席执行官表示，为什么英伟达与Arm的合并对科技有利</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBarrons2021-06-18 11:00\n\n</h4>\n</header>\n<article>\nNvidia‘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.<blockquote>英伟达斥资400亿美元收购英国芯片技术提供商Arm Holdings的计划将重塑该行业，因此竞争对手感到担忧。周四，两家公司的首席执行官再次试图将这笔交易视为对行业的积极影响。</blockquote> Nvidia (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&nbsp;a formidable rival of&nbsp;Intel(INTC).<blockquote>英伟达（股票代码：NVDA）需要说服很多人。该交易需要获得美国、欧盟、英国和中国监管机构的批准。几个月来，来自其他半导体公司和科技行业其他地方的反对意见一直在增加。Arm和Nvidia合并后可能成为英特尔(INTC)的强大竞争对手。</blockquote> At the Six Five Summit Thursday, Arm CEO Simon Segars&nbsp;made the case&nbsp;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.<blockquote>在周四的六五峰会上，Arm首席执行官Simon Segars表示，如果保持独立，Arm将无法满足客户对能够执行更广泛功能的更复杂芯片日益增长的需求。</blockquote> “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.”<blockquote>“正如我对未来的看法，我们的被许可方想要构建的产品范围正在不断扩大，”Segars说。“由于复杂性的增加，他们对我们的要求越来越高，而我们无法独自做到这一点。”</blockquote> Beyond 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.<blockquote>除了更大规模地支持Arm之外，英伟达首席执行官黄仁勋表示，此次收购是创建一家能够产生更多新想法的公司的机会，并以知识产权的形式为客户带来更多创新。</blockquote> “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.”<blockquote>“对市场和Arm客户的好处将是更多的IP、更好的IP、更加速的路线图，并希望将Arm带到正在成为的……计算的多样性实际上正在向各个方向发展，”黄说。“你涵盖了从云到边缘、到[物联网]、到高性能计算、到微处理器、到加速计算——一切。”</blockquote> Not 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.<blockquote>并非所有人都同意这笔交易是个好主意。即将上任的高通首席执行官克里斯蒂亚诺·阿蒙曾表示，Arm的处理器技术生态系统之所以强大，是因为它是开放的。Arm长期以来一直愿意将其架构授权给任何人，因为它只为该技术制定蓝图，而不自己设计或制造芯片。</blockquote> “Arm already won, and won everywhere,” Amon&nbsp;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.”<blockquote>“Arm已经赢了，而且在任何地方都赢了，”阿蒙说，他指的是为几乎所有智能手机提供动力的基于Arm的芯片。“在战斗因其独立性而获胜后，说‘让我们通过夺走它来让它变得更好’是没有任何意义的。”</blockquote> There&nbsp;have been reports&nbsp;of other tech companies such as Alphabet (GOOGL), and&nbsp;Microsoft(MSFT) urging regulators to intervene. Nvidia announced its&nbsp;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.<blockquote>有报道称，Alphabet（GOOGL）和微软（MSFT）等其他科技公司敦促监管机构进行干预。英伟达去年宣布了收购Arm的计划，并表示交易将于2022年完成。英伟达财务主管科莱特·克雷斯(Colette Kress)表示，该交易已步入正轨。</blockquote> Nvidia 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.<blockquote>英伟达股价在周四交易中上涨。该股收涨4.8%，报746.29美元，此前Jefferies分析师Mark Lipacis将股价目标从740美元上调至854美元，并重申买入评级。</blockquote> Also Thursday, Alphabet’s Google Cloud&nbsp;said that it had selected&nbsp;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 computing.<blockquote>同样在周四，Alphabet旗下的谷歌云表示，它已选择Advanced Micro Devices(AMD)芯片为其添加到云计算产品中的新虚拟机产品提供支持。AMD股价在常规交易中上涨6.1%，至84.95美元。谷歌宣布的Tau VM虚拟机是为使用云计算的公司增加额外容量的廉价方式。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.barrons.com/articles/ceos-nvidia-arm-chip-tech-merger-51623965440?mod=hp_DAY_Theme_1_2\">Barrons</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.barrons.com/articles/ceos-nvidia-arm-chip-tech-merger-51623965440?mod=hp_DAY_Theme_1_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134531383","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 computing.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":2198,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}

Why the Nvidia-Arm Merger Would Be Good for Tech, According to Their CEOs<blockquote>首席执行官表示，为什么英伟达与Arm的合并对科技有利</blockquote>

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