看板 PC_Shopping
作者 MKPTT (作夢者)
標題 [情報] Nvidia 老黃確定買下 ARM
時間 Mon Sep 14 08:41:40 2020


根據 Nvidia 官網消息
老黃確定買下 ARM 了
花了大概 400 億美金
官方說法主要是為了增進 AI 計算能力

全文
NVIDIA to Acquire Arm for $40 Billion, Creating World’s Premier Computing
Company for the Age of AI

NVIDIA and SoftBank Group Corp. (SBG) today announced a definitive agreement
under which NVIDIA will acquire Arm Limited from SBG and the SoftBank Vision
Fund (together, “SoftBank”) in a transaction valued at $40 billion. The
transaction is expected to be immediately accretive to NVIDIA’s non-GAAP
gross margin and non-GAAP earnings per share.

The combination brings together NVIDIA’s leading AI computing platform with
Arm’s vast ecosystem to create the premier computing company for the age of
artificial intelligence, accelerating innovation while expanding into large,
high-growth markets. SoftBank will remain committed to Arm’s long-term
success through its ownership stake in NVIDIA, expected to be under 10
percent.

“AI is the most powerful technology force of our time and has launched a new
wave of computing,” said Jensen Huang, founder and CEO of NVIDIA. “In the
years ahead, trillions of computers running AI will create a new
internet-of-things that is thousands of times larger than today’s
internet-of-people. Our combination will create a company fabulously
positioned for the age of AI.

“Simon Segars and his team at Arm have built an extraordinary company that
is contributing to nearly every technology market in the world. Uniting NVIDIA
’s AI computing capabilities with the vast ecosystem of Arm’s CPU, we can
advance computing from the cloud, smartphones, PCs, self-driving cars and
robotics, to edge IoT, and expand AI computing to every corner of the globe.

“This combination has tremendous benefits for both companies, our customers,
and the industry. For Arm’s ecosystem, the combination will turbocharge Arm’
s R&D capacity and expand its IP portfolio with NVIDIA’s world-leading GPU
and AI technology.

“Arm will remain headquartered in Cambridge. We will expand on this great
site and build a world-class AI research facility, supporting developments in
healthcare, life sciences, robotics, self-driving cars and other fields. And,
to attract researchers and scientists from the U.K. and around the world to
conduct groundbreaking work, NVIDIA will build a state-of-the-art AI
supercomputer, powered by Arm CPUs. Arm Cambridge will be a world-class
technology center.”

“NVIDIA is the perfect partner for Arm,” said Masayoshi Son, chairman and
CEO of SBG. “Since acquiring Arm, we have honored our commitments and
invested heavily in people, technology and R&D, thereby expanding the
business into new areas with high growth potential. Joining forces with a
world leader in technology innovation creates new and exciting opportunities
for Arm. This is a compelling combination that projects Arm, Cambridge and
the U.K. to the forefront of some of the most exciting technological
innovations of our time and is why SoftBank is excited to invest in Arm’s
long-term success as a major shareholder in NVIDIA. We look forward to
supporting the continued success of the combined business.”

“Arm and NVIDIA share a vision and passion that ubiquitous, energy-efficient
computing will help address the world’s most pressing issues from climate
change to healthcare, from agriculture to education,” said Simon Segars, CEO
of Arm. “Delivering on this vision requires new approaches to hardware and
software and a long-term commitment to research and development. By bringing
together the technical strengths of our two companies we can accelerate our
progress and create new solutions that will enable a global ecosystem of
innovators. My management team and I are excited to be joining NVIDIA so we
can write this next chapter together.”

Commitment to Arm and the UK
As part of NVIDIA, Arm will continue to operate its open-licensing model
while maintaining the global customer neutrality that has been foundational
to its success, with 180 billion chips shipped to-date by its licensees. Arm
partners will also benefit from both companies’ offerings, including NVIDIA’
s numerous innovations.

SoftBank and Arm are fully committed to satisfying the undertakings made by
SoftBank when it acquired Arm in 2016, which are scheduled to complete in
September 2021. Following the closing of the transaction, NVIDIA intends to
retain the name and strong brand identity of Arm and expand its base in
Cambridge. Arm’s intellectual property will remain registered in the U.K.

NVIDIA will build on Arm’s R&D presence in the U.K., establishing a new
global center of excellence in AI research at Arm’s Cambridge campus. NVIDIA
will invest in a state-of-the-art, Arm-powered AI supercomputer, training
facilities for developers and a startup incubator, which will attract
world-class research talent and create a platform for innovation and industry
partnerships in fields such as healthcare, robotics and self-driving cars.

Additional Transaction Details
Under the terms of the transaction, which has been approved by the boards of
directors of NVIDIA, SBG and Arm, NVIDIA will pay to SoftBank a total of
$21.5 billion in NVIDIA common stock and $12 billion in cash, which includes
$2 billion payable at signing. The number of NVIDIA shares to be issued at
closing is 44.3 million, determined using the average closing price of NVIDIA
common stock for the last 30 trading days. Additionally, SoftBank may receive
up to $5 billion in cash or common stock under an earn-out construct, subject
to satisfaction of specific financial performance targets by Arm.

NVIDIA will also issue $1.5 billion in equity to Arm employees.

NVIDIA intends to finance the cash portion of the transaction with balance
sheet cash. The transaction does not include Arm’s IoT Services Group.

The proposed transaction is subject to customary closing conditions,
including the receipt of regulatory approvals for the U.K., China, the
European Union and the United States. Completion of the transaction is
expected to take place in approximately 18 months.

補連結:
https://nvidianews.nvidia.com/news/nv...ting-company-for-the-age-of-ai
NVIDIA to Acquire Arm for $40 Billion, Creating World’s Premier Computing Company for the Age of AI | NVIDIA Newsroom
[圖]
NVIDIA and SoftBank Group Corp. today announced a definitive agreement under which NVIDIA will acquire Arm Limited from SBG and the SoftBank Vision Fu ...

 

心得:以後會推出 AI 加速卡嗎?
還是會像 RT Core 一樣附加在顯卡呢
未來電腦修圖、人臉辨識等等就會跟手機一樣方便快速了吧?


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※ 編輯: MKPTT (59.124.222.199 臺灣), 09/14/2020 08:45:15
kinmenGD: 老黃我愛你1F 09/14 08:43
LieTo: USD 400e...=.=|||2F 09/14 08:44
pxhome: 希望以後NV GPU內建8核心的ARM A55小核心時脈不用太高,有2GHz就夠用了3F 09/14 08:47
jimmy0709: 之前不是才出來說沒打算買嗎...5F 09/14 08:48
arrenwu: 我比較好奇的是他買ARM是想要得到什麼
只是做CPU的話他有需要買嗎?6F 09/14 08:48
pxhome: 異構圖形架構,丹佛計畫3.08F 09/14 08:50
kimula01 
kimula01: 卡AMD吧 然後想發展自己SOC 順便吃下手機+新SWITCH?9F 09/14 08:51
ggirls: 我的INTEL怎麼辦?10F 09/14 08:51
cevs: 哇靠 蘋果要起飛了11F 09/14 08:51
arrenwu: 如果他目的是要卡AMD,就觸發antitrust了12F 09/14 08:52
pxhome: NV的地瓜就是敗在CPU性能不佳,丹佛2代核心還在A57架構13F 09/14 08:52
arrenwu: 不過AMD目前有要做ARM CPU的消息嗎?15F 09/14 08:53
pxhome: 以後家機的CPU會改用ARM
AMD推出K12之後2016收攤不玩ARM了16F 09/14 08:53
AKSN74: 家機的CPU改用ARM很難 畢竟是搞SoC 在老黃已經不願意做客製化的立場不變的情況下很難讓家機採用18F 09/14 08:56
arrenwu: 但我覺得這併購案要通過得話,NV一定得簽下維持之前20F 09/14 08:57
AKSN74: NS是因為直接用Tegra而不是還有客製過21F 09/14 08:57
arrenwu: 那個開放設計的模式22F 09/14 08:57
pxhome: 老黃一向嘴歪, 蘋果MAC改ARM帶風向23F 09/14 08:57
arrenwu: 不然他這等於是有人花錢把一個有用的專利買下來之後不准別人用進而造成市場進步緩慢
剛剛在八卦版看到 這個還要審18個月24F 09/14 08:57
pxhome: NV在掌機磨出心得,家機遲早是要搶過來的
18個月含收購手續,態度開放但是授權利金還是照收27F 09/14 08:58
arrenwu: 收權利金沒啥問題 就ARM的營收29F 09/14 09:01
pxhome: 以後NV可以省下研發CPU還有使用新架構的權利金30F 09/14 09:01
arrenwu: 這其實就是我的疑問,他要做ARM CPU需要買ARM嗎XD31F 09/14 09:02
NerVGear: 老黃真的要一桶糨糊了嗎==
想做超算吧 以後超速CPU就不用別人的了
*超算32F 09/14 09:02
arrenwu: 應該說,這世界ARM-based CPU做最快的不是Apple嗎?35F 09/14 09:04
pxhome: 之前地瓜的CPU就是做不起來,丹佛2的功耗很難看36F 09/14 09:04
arrenwu: 還是說NV能找到得最強的人就在ARM
總之我覺得這個併購案看起來怪怪的就是了
看看之後Reddit上會不會有更多討論內容37F 09/14 09:04
pxhome: GPU超強但是CPU砸鍋,任天堂要不是壓成本也不會幫NV清地瓜的庫存40F 09/14 09:05
jimmyso: ARM GPU 會用NV技術 起飛42F 09/14 09:06
gameguy: 超過一兆台幣,驚。終於有可能變成純美國的公司了,Nvidia重返市場,Switch之後接手版本也有更強更省電的核心,還可以切到手機核心業,這波真的起飛了,AMD ARM核心是否GG?43F 09/14 09:06
arrenwu: 他如果要接手ARM,就不能拒絕讓AMD用ARM吧?
我是真心想請熟悉得大大解惑一下NV買ARM的好處
只是要做CPU買ARM看起來挺怪的47F 09/14 09:07
henry46277: 可能是要 ARM裡面的人才吧50F 09/14 09:09
pxhome: AMD在Ryzen上市前有玩過ARM,代號叫做K12,跟NV一樣規格漂亮但功耗很難看,賣相比推土機還差51F 09/14 09:09
knml: 不可能不准amd用吧,我是覺得圖的是cpu技術和行動gpu市場,一但行動gpu繪圖功能強大,如高通自己技術gpu我看會收攤53F 09/14 09:10
aimlin: 要壟斷arm架構吧 蘋果高通聯發科三星gg56F 09/14 09:10
Severine: console的獲利 老黃看不上眼57F 09/14 09:10
pxhome: 高通的CPU都可以屌打NV丹佛2跟AMD K1258F 09/14 09:10
arrenwu: 他這併購案要過,絕對會有條款制止他這種併購壟斷59F 09/14 09:10
aimlin: 完全吃下行動處理器 恐怖喔60F 09/14 09:11
arrenwu: 這招如果能用Apple老早就買了ARM了61F 09/14 09:11
aimlin: 連蘋果都要靠nv高額授權62F 09/14 09:12
pxhome: AMD蘇女士接手時有說將來專注X86,搞ARM是上一任的濫尾
apple 2010就研究過買ARM63F 09/14 09:12
aimlin: 以後一隻手機漲200美元授權金?XD
趕快all in nv66F 09/14 09:13
arrenwu: 以美國的反托拉斯法來說他不可能可以幹這種事情68F 09/14 09:13
pxhome: 後來為了生態,自己搞絕對幹不過intel69F 09/14 09:13
arrenwu: 這併購要能過基本就是要承諾他不可以做這種事情70F 09/14 09:13
poeoe: 多收點授權金很好啊 讚 來買NV股票71F 09/14 09:14
pxhome: 能跟intel單挑的只有AMD那是因為專利保護72F 09/14 09:15
arrenwu: 就Intel x86 AMD x64 啊 互幹!73F 09/14 09:15
kngs555: 老黃買ARM還要看美歐英中的同意,而且老黃要是搞出高價授權金,那些客戶也不是吃素的74F 09/14 09:16
pxhome: arm的前期策略是把餅做大, 後期是搞整合,軟銀一開始找蘋果,蘋果現在CPU,GPU,基頻都有了。
中國誰敢跟他收權利金76F 09/14 09:17
k2541398: 這個哪有那麼容易 當年高通博通併就是卡在政府審查79F 09/14 09:19
a000000000: arm本身對老黃沒影響   有影響的是mali80F 09/14 09:19
kngs555: 不過第ㄧ個倒楣的會是Mali81F 09/14 09:19
henry46277: AMD 之前也有 類似 ARM混合架構的 big· LITTLE 專利曝光 看什麼時候設計完成82F 09/14 09:20
hcwang1126: 以後會有ㄧ整套老黃hpc 信仰滿滿84F 09/14 09:21
Jokering5566: 老黃你是鬼吧85F 09/14 09:21
knml: 以後桌機說不定會有老黃arm+rtx86F 09/14 09:22
BDrip: 筆電會先有吧87F 09/14 09:25
Arbin: 在想會不會卡在中國那邊88F 09/14 09:25
pxhome: AMD玩過ARM但就是門外漢等級89F 09/14 09:25
Arbin: 畢竟變成真的美國公司之後美國可能會對這個搞事?90F 09/14 09:26
pxhome: 高通還有三星,就算聯發科照樣屌打AMD91F 09/14 09:26
arrenwu: 以中國來說得話,ARM現在是英國公司之前就搞過他們92F 09/14 09:26
pxhome: 要問阿共? 放話改玩RSICV是真是假93F 09/14 09:27
hegemon: 以後Mali骨子變成NV架構...94F 09/14 09:28
pxhome: ARM是英國公司但是之前被日商收購股份95F 09/14 09:28
jimmyso: 不只為了發展cpu 手機GPU全都NV技術 之後整合AI 幹掉i皇96F 09/14 09:29
pxhome: 這筆交易純粹反應老黃跳進來玩整合98F 09/14 09:30
littlefish1: 會不會成為3DFX 2.0?
買了就放他爛掉 nv用自己名字自己接手本來市場
對消費者不是好事99F 09/14 09:34
aq981334: Switch 要變強了
話說這樣公版ARM是不是GPU會變強啊?很多SOC的不都是卡在公版ARM GPU不給力420F 09/14 20:09
kira925: 不一定423F 09/14 20:19
yoyotvv: NVDA 香噴噴~~424F 09/14 20:40
TrueTears: 哇425F 09/14 20:42

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(MKPTT.): [情報] Nvidia 老黃確定買下 ARM - PC_Shopping板