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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 Nvidia 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":"<p>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.</p><p><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，因此竞争对手对此感到担忧。周四，两家公司的首席执行官再次试图宣传该交易对该行业有利。</blockquote></p><p> 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 a formidable rival of Intel(INTC).</p><p><blockquote>英伟达（股票代码：NVDA）有很多人需要说服。该交易需要获得美国、欧盟、英国和中国的监管部门批准才能通过。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声浪越来越大。Arm 和 Nvidia 合并后可能成为英特尔 (INTC) 的强大竞争对手。</blockquote></p><p> At 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.</p><p><blockquote>在周四的 Six Five 峰会上，Arm 首席执行官西蒙-塞加斯（Simon Segars）表示，如果 Arm 保持独立，将无法满足客户对更复杂芯片日益增长的需求，这些芯片可以执行更广泛的功能。</blockquote></p><p> “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.”</p><p><blockquote>“塞加斯说：”我对未来的设想，我们的被许可方想要生产的产品范围越来越大。“由于复杂性的增加，他们对我们的要求越来越高，而我们自己根本无法做到这一点”。</blockquote></p><p> 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.</p><p><blockquote>除了在更大范围内支持 Arm 之外，英伟达首席执行官黄仁勋表示，此次收购是一个机会，可以创建一家能够产生更多新想法的公司，并以知识产权的形式为客户带来更多创新。</blockquote></p><p> “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.”</p><p><blockquote>“黄说：”对市场和 Arm 客户的好处将是更多的知识产权、更好的知识产权、更快的路线图，并有望将 Arm 带到正在成为的.计算的多样性，这种多样性实际上正在向每个方向发展。“从云到边缘，到[物联网]，到高性能计算，到微处理器，再到加速计算，应有尽有。”</blockquote></p><p> 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.</p><p><blockquote>不是每个人都同意这笔交易是个好主意。即将上任的高通公司首席执行官克里斯蒂亚诺-阿蒙（Cristiano Amon）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。长期以来，Arm 一直愿意将其架构授权给任何人，因为它只为技术绘制蓝图，并不自己设计或制造芯片。</blockquote></p><p> “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.”</p><p><blockquote>“Arm 已经赢了，而且在任何地方都赢了，”阿蒙说，他指的是几乎所有智能手机都采用基于 Arm 的芯片。“在战斗因独立性而获胜之后，说'让我们把它拿走，让它变得更好'是没有任何意义的”。</blockquote></p><p> There 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.</p><p><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，交易正在步入正轨。</blockquote></p><p> 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.</p><p><blockquote>英伟达股价在周四交易中上涨。杰富瑞 (Jefferies) 分析师马克·利帕西斯 (Mark Lipacis) 将股价目标从 740 美元上调至 854 美元，并重申买入评级，该股收盘上涨 4.8%，至 746.29 美元。</blockquote></p><p> Also 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.</p><p><blockquote>同样在周四，Alphabet的谷歌云公司表示，它已经选择了先进微设备公司（AMD）的芯片，为其云计算产品中添加的一款新虚拟机产品提供动力。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虚拟机是一种为使用云计算的公司增加额外容量的廉价方式。</blockquote></p><p></p>","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 Nvidia 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 Nvidia 与 Arm 的合并对科技有利</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-06-18 11:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p>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.</p><p><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，因此竞争对手对此感到担忧。周四，两家公司的首席执行官再次试图宣传该交易对该行业有利。</blockquote></p><p> 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 a formidable rival of Intel(INTC).</p><p><blockquote>英伟达（股票代码：NVDA）有很多人需要说服。该交易需要获得美国、欧盟、英国和中国的监管部门批准才能通过。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声浪越来越大。Arm 和 Nvidia 合并后可能成为英特尔 (INTC) 的强大竞争对手。</blockquote></p><p> At 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.</p><p><blockquote>在周四的 Six Five 峰会上，Arm 首席执行官西蒙-塞加斯（Simon Segars）表示，如果 Arm 保持独立，将无法满足客户对更复杂芯片日益增长的需求，这些芯片可以执行更广泛的功能。</blockquote></p><p> “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.”</p><p><blockquote>“塞加斯说：”我对未来的设想，我们的被许可方想要生产的产品范围越来越大。“由于复杂性的增加，他们对我们的要求越来越高，而我们自己根本无法做到这一点”。</blockquote></p><p> 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.</p><p><blockquote>除了在更大范围内支持 Arm 之外，英伟达首席执行官黄仁勋表示，此次收购是一个机会，可以创建一家能够产生更多新想法的公司，并以知识产权的形式为客户带来更多创新。</blockquote></p><p> “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.”</p><p><blockquote>“黄说：”对市场和 Arm 客户的好处将是更多的知识产权、更好的知识产权、更快的路线图，并有望将 Arm 带到正在成为的.计算的多样性，这种多样性实际上正在向每个方向发展。“从云到边缘，到[物联网]，到高性能计算，到微处理器，再到加速计算，应有尽有。”</blockquote></p><p> 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.</p><p><blockquote>不是每个人都同意这笔交易是个好主意。即将上任的高通公司首席执行官克里斯蒂亚诺-阿蒙（Cristiano Amon）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。长期以来，Arm 一直愿意将其架构授权给任何人，因为它只为技术绘制蓝图，并不自己设计或制造芯片。</blockquote></p><p> “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.”</p><p><blockquote>“Arm 已经赢了，而且在任何地方都赢了，”阿蒙说，他指的是几乎所有智能手机都采用基于 Arm 的芯片。“在战斗因独立性而获胜之后，说'让我们把它拿走，让它变得更好'是没有任何意义的”。</blockquote></p><p> There 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.</p><p><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，交易正在步入正轨。</blockquote></p><p> 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.</p><p><blockquote>英伟达股价在周四交易中上涨。杰富瑞 (Jefferies) 分析师马克·利帕西斯 (Mark Lipacis) 将股价目标从 740 美元上调至 854 美元，并重申买入评级，该股收盘上涨 4.8%，至 746.29 美元。</blockquote></p><p> Also 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.</p><p><blockquote>同样在周四，Alphabet的谷歌云公司表示，它已经选择了先进微设备公司（AMD）的芯片，为其云计算产品中添加的一款新虚拟机产品提供动力。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虚拟机是一种为使用云计算的公司增加额外容量的廉价方式。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/ceos-nvidia-arm-chip-tech-merger-51623965440?mod=hp_DAY_Theme_1_2\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\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. 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