[情報] Nvidia 老黃確定買下 ARM

MKPTT 發表於 2020/9/14 上午8:41:40

看板PC_Shopping標題[情報] Nvidia 老黃確定買下 ARM作者

(作夢者)時間Sep 14 08:41:40 2020推噓爆推:122 噓:3 →:313

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 inhealthcare, 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 industrypartnerships 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 NVIDIAcommon stock for the last 30 trading days. Additionally, SoftBank may receiveup to $5 billion in cash or common stock under an earn-out construct, subjectto 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/nvidia-to-acquire-arm-for-40-billion-creating-worlds-premier-computing-company-for-the-age-of-ai

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?

※ PTT留言評論

※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 59.124.222.199 (臺灣)

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※ 編輯: MKPTT (59.124.222.199 臺灣), 09/14/2020 08:45:15

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kinmenGD 09/14 08:43老黃我愛你

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LieTo 09/14 08:44USD 400e...=.=|||

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pxhome 09/14 08:47希望以後NV GPU內建8核心的ARM A55小核心時脈不用

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pxhome 09/14 08:47太高,有2GHz就夠用了

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jimmy0709 09/14 08:48之前不是才出來說沒打算買嗎...

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arrenwu 09/14 08:48我比較好奇的是他買ARM是想要得到什麼

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arrenwu 09/14 08:49只是做CPU的話他有需要買嗎？

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pxhome 09/14 08:50異構圖形架構,丹佛計畫3.0

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kimula01 09/14 08:51卡AMD吧然後想發展自己SOC 順便吃下手機+新SWITCH?

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ggirls 09/14 08:51我的INTEL怎麼辦？

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cevs 09/14 08:51哇靠蘋果要起飛了

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arrenwu 09/14 08:52如果他目的是要卡AMD，就觸發antitrust了

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pxhome 09/14 08:52NV的地瓜就是敗在CPU性能不佳,丹佛2代核心還在A57

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pxhome 09/14 08:52架構

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arrenwu 09/14 08:53不過AMD目前有要做ARM CPU的消息嗎？

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pxhome 09/14 08:53以後家機的CPU會改用ARM

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pxhome 09/14 08:54AMD推出K12之後2016收攤不玩ARM了

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AKSN74 09/14 08:56家機的CPU改用ARM很難畢竟是搞SoC 在老黃已經不願

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AKSN74 09/14 08:56意做客製化的立場不變的情況下很難讓家機採用

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arrenwu 09/14 08:57但我覺得這併購案要通過得話，NV一定得簽下維持之前

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AKSN74 09/14 08:57NS是因為直接用Tegra而不是還有客製過

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arrenwu 09/14 08:57那個開放設計的模式

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pxhome 09/14 08:57老黃一向嘴歪, 蘋果MAC改ARM帶風向

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arrenwu 09/14 08:57不然他這等於是有人花錢把一個有用的專利買下來之後

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arrenwu 09/14 08:57不准別人用進而造成市場進步緩慢

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arrenwu 09/14 08:58剛剛在八卦版看到這個還要審18個月

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pxhome 09/14 08:58NV在掌機磨出心得,家機遲早是要搶過來的

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pxhome 09/14 09:0018個月含收購手續,態度開放但是授權利金還是照收

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arrenwu 09/14 09:01收權利金沒啥問題就ARM的營收

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pxhome 09/14 09:01以後NV可以省下研發CPU還有使用新架構的權利金

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arrenwu 09/14 09:02這其實就是我的疑問，他要做ARM CPU需要買ARM嗎XD

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NerVGear 09/14 09:02老黃真的要一桶糨糊了嗎==

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NerVGear 09/14 09:03想做超算吧以後超速CPU就不用別人的了

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NerVGear 09/14 09:03*超算

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arrenwu 09/14 09:04應該說，這世界ARM-based CPU做最快的不是Apple嗎？

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pxhome 09/14 09:04之前地瓜的CPU就是做不起來,丹佛2的功耗很難看

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arrenwu 09/14 09:04還是說NV能找到得最強的人就在ARM

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arrenwu 09/14 09:05總之我覺得這個併購案看起來怪怪的就是了

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arrenwu 09/14 09:05看看之後Reddit上會不會有更多討論內容

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pxhome 09/14 09:05GPU超強但是CPU砸鍋,任天堂要不是壓成本也不會幫N

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pxhome 09/14 09:05V清地瓜的庫存

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jimmyso 09/14 09:06ARM GPU 會用NV技術起飛

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gameguy 09/14 09:06超過一兆台幣，驚。終於有可能變成純美國的公司了，

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gameguy 09/14 09:06Nvidia重返市場，Switch之後接手版本也有更強更省電

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gameguy 09/14 09:06的核心，還可以切到手機核心業，這波真的起飛了，AM

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gameguy 09/14 09:06D ARM核心是否GG?

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arrenwu 09/14 09:07他如果要接手ARM，就不能拒絕讓AMD用ARM吧？

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arrenwu 09/14 09:08我是真心想請熟悉得大大解惑一下NV買ARM的好處

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arrenwu 09/14 09:08只是要做CPU買ARM看起來挺怪的

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henry46277 09/14 09:09可能是要 ARM裡面的人才吧

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pxhome 09/14 09:09AMD在Ryzen上市前有玩過ARM,代號叫做K12,跟NV一樣

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pxhome 09/14 09:09規格漂亮但功耗很難看,賣相比推土機還差

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knml 09/14 09:10不可能不准amd用吧，我是覺得圖的是cpu技術和行動gp

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knml 09/14 09:10u市場，一但行動gpu繪圖功能強大，如高通自己技術gp

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knml 09/14 09:10u我看會收攤

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aimlin 09/14 09:10要壟斷arm架構吧蘋果高通聯發科三星gg

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Severine 09/14 09:10console的獲利老黃看不上眼

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pxhome 09/14 09:10高通的CPU都可以屌打NV丹佛2跟AMD K12

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arrenwu 09/14 09:10他這併購案要過，絕對會有條款制止他這種併購壟斷

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aimlin 09/14 09:11完全吃下行動處理器恐怖喔

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arrenwu 09/14 09:11這招如果能用Apple老早就買了ARM了

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aimlin 09/14 09:12連蘋果都要靠nv高額授權

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pxhome 09/14 09:12AMD蘇女士接手時有說將來專注X86,搞ARM是上一任的

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pxhome 09/14 09:12濫尾

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pxhome 09/14 09:13apple 2010就研究過買ARM

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aimlin 09/14 09:13以後一隻手機漲200美元授權金？XD

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aimlin 09/14 09:13趕快all in nv

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arrenwu 09/14 09:13以美國的反托拉斯法來說他不可能可以幹這種事情

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pxhome 09/14 09:13後來為了生態,自己搞絕對幹不過intel

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arrenwu 09/14 09:13這併購要能過基本就是要承諾他不可以做這種事情

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poeoe 09/14 09:14多收點授權金很好啊讚來買NV股票

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pxhome 09/14 09:15能跟intel單挑的只有AMD那是因為專利保護

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arrenwu 09/14 09:15就Intel x86 AMD x64 啊互幹!

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kngs555 09/14 09:16老黃買ARM還要看美歐英中的同意,而且老黃要是搞出高

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kngs555 09/14 09:16價授權金,那些客戶也不是吃素的

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pxhome 09/14 09:17arm的前期策略是把餅做大, 後期是搞整合,軟銀一開

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pxhome 09/14 09:17始找蘋果,蘋果現在CPU,GPU,基頻都有了。

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pxhome 09/14 09:17中國誰敢跟他收權利金

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k2541398 09/14 09:19這個哪有那麼容易當年高通博通併就是卡在政府審查

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a000000000 09/14 09:19arm本身對老黃沒影響有影響的是mali

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kngs555 09/14 09:19不過第ㄧ個倒楣的會是Mali

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henry46277 09/14 09:20AMD 之前也有類似 ARM混合架構的 big·LITTLE 專利

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henry46277 09/14 09:20曝光看什麼時候設計完成

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hcwang1126 09/14 09:21以後會有ㄧ整套老黃hpc 信仰滿滿

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Jokering556609/14 09:21老黃你是鬼吧

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knml 09/14 09:22以後桌機說不定會有老黃arm+rtx

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BDrip 09/14 09:25筆電會先有吧

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Arbin 09/14 09:25在想會不會卡在中國那邊

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pxhome 09/14 09:25AMD玩過ARM但就是門外漢等級

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Arbin 09/14 09:26畢竟變成真的美國公司之後美國可能會對這個搞事？

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pxhome 09/14 09:26高通還有三星,就算聯發科照樣屌打AMD

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arrenwu 09/14 09:26以中國來說得話，ARM現在是英國公司之前就搞過他們

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pxhome 09/14 09:27要問阿共? 放話改玩RSICV是真是假

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hegemon 09/14 09:28以後Mali骨子變成NV架構...

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pxhome 09/14 09:28ARM是英國公司但是之前被日商收購股份

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jimmyso 09/14 09:29不只為了發展cpu 手機GPU全都NV技術之後整合AI 幹

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jimmyso 09/14 09:29掉i皇

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pxhome 09/14 09:30這筆交易純粹反應老黃跳進來玩整合

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littlefish1 09/14 09:34會不會成為3DFX 2.0?

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littlefish1 09/14 09:34買了就放他爛掉 nv用自己名字自己接手本來市場

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littlefish1 09/14 09:34對消費者不是好事

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arrenwu 09/14 09:35那個就直接觸及反托拉斯了併購要過一定會考慮到

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arrenwu 09/14 09:35這種爛事情以前ATT就幹過

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arrenwu 09/14 09:35這兩家半導體公司的併購案反托拉斯絕對是重點之一

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pxhome 09/14 09:36拖拉斯?笑死我了

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bizer 09/14 09:45不知道老黃賣啥藥，外人看不懂

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Windcws9Z 09/14 09:51笑死我了NV搶家機，先出價比AMD低再來講

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jfgt7j8qgx 09/14 09:51便宜啦賺爛了

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pxhome 09/14 09:53壓低價ARM絕對比X86能殺，問題是性能

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friedpig 09/14 09:53沒差拉我大老任歡喜接受ARM效能

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pxhome 09/14 09:55ARM最新的Cortex-X1單核也才對到Skylake i3

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poeoe 09/14 09:58搶家機幹嘛靠授權金賺比較實際啦

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poeoe 09/14 09:59一年現在就能收近20億鎂那之後逐年調漲就好

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knml 09/14 09:59arm可以打i3了哦，好猛

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friedpig 09/14 09:59不過我也蠻好奇mali跟老黃架構到底差多少有沒有機

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friedpig 09/14 09:59會ARM GPU效能大噴發

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arrenwu 09/14 10:00如果授權金好賺...那沒道理只有NV願意收啊XD

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poeoe 09/14 10:01就好賺啊不爽不要用Arm架構

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arrenwu 09/14 10:01如果這樣軟銀何必賣ARM？他直接調高權利金屌賺就好

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arrenwu 09/14 10:02不如說，他老早就可以把權利金調超高然後爆炸賺

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poeoe 09/14 10:03軟銀現在能收一筆超大現金可以投資在其他事業上不

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poeoe 09/14 10:03同企業本來就有自己不同的營運方向

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Kagero 09/14 10:04未來一年收200億權利金安卓一隻十萬不是夢(X

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poeoe 09/14 10:04推廣期和獲利成熟期本來就不一樣策略不同有什麼好

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poeoe 09/14 10:04比較的

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poeoe 09/14 10:05不只手機啊一堆物聯網裝置都能慢慢收錢了嘻嘻

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CHENXOX 09/14 10:06很酷啊

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peatle 09/14 10:07家機多半會繼續用x86，一是向後相容性，二是減輕PC

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peatle 09/14 10:07遊戲開發者跨平台的難度

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MrDisgrace 09/14 10:07兩家都被老黃婊過家機異弦還有得談XD

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arrenwu 09/14 10:09NV不太可能收購ARM就只是為了賺權利金吧？

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vettelking 09/14 10:10因為大陸也想取得，當然是不能給他們機會

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peatle 09/14 10:12NV新聞稿一直提到AI啊，是不太懂難道Arm有什麼AI的

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vettelking 09/14 10:12或是arm的主要客戶都是nv的競爭對手，直接買下對手

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vettelking 09/14 10:12最快？

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friedpig 09/14 10:12軟銀大爆炸缺現金才急著脫手阿 NV買ARM也不是為了錢

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peatle 09/14 10:12技術或專利嗎

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friedpig 09/14 10:13為了未來性一值沒CPU發展有限

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MrDisgrace 09/14 10:13家機不太可能改arm 考量相容性開發商之前合作經驗

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arrenwu 09/14 10:13@vettelking 直接買下對手 = 違反公平競爭法

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friedpig 09/14 10:13你們都把NS放到哪去了老任表示:

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arrenwu 09/14 10:14NV不是自己有CPU產品嗎？雖然應該都是整個SoC

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ludashi 09/14 10:14蘋果的系統是自己的，用自己的arm也還好

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friedpig 09/14 10:14不過NV新架構在極低功耗下不知道有沒有搞頭當初鐵

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ludashi 09/14 10:14可是windows寫的那麼爛，要改用arm可能會 bug更多

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friedpig 09/14 10:14瓜也熱咻咻

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friedpig 09/14 10:15新架構也是越做越肥在低公耗下可能也不吃香

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knml 09/14 10:17家機用amd x86那套，移植什麼的都很方便，用arm只會

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knml 09/14 10:17cpu性能不足而已

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Windcws9Z 09/14 10:19NVIDIA有自己的ARM CPU啊，地瓜

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walelile 09/14 10:23性能不足...你可以問問Apple

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knml 09/14 10:24amd那種8核16線程比根本被打爆吧

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KotoriCute 09/14 10:25都什麼年代了還在arm性能不足...

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kuninaka 09/14 10:27ARM不見得比較差啊

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kuninaka 09/14 10:27大廠都自己搞得只是用ARM指令集而已

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Lightee26 09/14 10:30iPad Pro:

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highca0709 09/14 10:34老黃都說已經花四百億了，不可能亂搞嚇跑客戶了

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kira925 09/14 10:45英國政府據說可能否決

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kira925 09/14 10:46軟銀虧的太大這幾年跟瞎了眼一樣亂買調權利金沒

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kira925 09/14 10:46用

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jimmyso 09/14 10:46老黃要吃伺服器雲端市場幹掉i皇然後不用太久手機

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jimmyso 09/14 10:46也會實現光線追蹤

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Nexus5X 09/14 10:49PS4用喵喵才性能不足

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Nexus5X 09/14 10:50老黃很明顯要跟X86對打Server了打其他都會卡到客戶

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apflake 09/14 10:51老黃的目的是要稱霸AI應用,繪圖卡的利潤和AI根本就

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apflake 09/14 10:53不能比,看他2018年20系列的展示就看很清楚,AMD在這

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apflake 09/14 10:55方面根本就毫無競爭力,硬體研發還只差一兩代,AI應用

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apflake 09/14 10:55投下去的資源天差地遠

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segio 09/14 10:58PS3 SONY才吃過老黃的虧..要回頭用nV不容易..

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segio 09/14 10:58沒看連MS都沒興趣用nV做凶盒

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MrDisgrace 09/14 11:00凶盒初代有糾紛合作不愉快啊

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azirebb 09/14 11:05兇

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MrDisgrace 09/14 11:09老黃也和apple也...XD

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ayuhb 09/14 11:11老任也吃過老黃虧啊ㄏㄏ

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ayuhb 09/14 11:12全部的家機廠都得罪一輪了 Switch後續機不知道會不

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ayuhb 09/14 11:12會繼續用老黃

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saimeitetsu 09/14 11:19手機有新U可以用了嗎？

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cka 09/14 11:31可是他也可以買架構來改就好就像APPLE跟高通

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cka 09/14 11:31為啥要整個吃下

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kuma660224 09/14 11:31主流家機或伺服器基本都沒Arm的事

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kuma660224 09/14 11:32老黃是想打車用AI與IOT之類新領域

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kuma660224 09/14 11:33還沒有固定成X86生態系的性狀的

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kuma660224 09/14 11:34就像手機已是Arm形狀 x86也殺不進去

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kuma660224 09/14 11:34還有新領域還沒有誰稱霸

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kuma660224 09/14 11:35老黃為了長遠將來要有自己強力CPU

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kuma660224 09/14 11:35Arm已經有X系列強核

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kuma660224 09/14 11:36那跟廢物地瓜根本不同但等級

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kuma660224 09/14 11:37至於老任的，老黃只是把放生的地瓜拋售

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kuma660224 09/14 11:38幾乎沒花錢修改優化連製程都不換

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kuma660224 09/14 11:38也就暗示那已不是老黃想要主要市場

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kuma660224 09/14 11:39畢竟掌機還會不會有下代都不知道

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poeoe 09/14 11:39整個吃下手上就滿滿Arm專利能用啊強大的專利軍火庫

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kuma660224 09/14 11:39雖然因為疫情讓NS需求很火

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kuma660224 09/14 11:40其實有Arm專利也不能怎樣

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kuma660224 09/14 11:40指令集授權早就全賣給所有客戶了

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poeoe 09/14 11:41近年Arm越投越多在研發經費上搞出來的專利會逐漸獲

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poeoe 09/14 11:41證那就是軍火庫越來越強了

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kuma660224 09/14 11:41然後ip核心專利除蘋果大家都是客戶

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kuma660224 09/14 11:42你又不可能沒事告自己客戶

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poeoe 09/14 11:42每年都新專利一堆還以為是全部賣斷喔XDDD

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kuma660224 09/14 11:42而蘋果CPU投資還比Arm更猛

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kuma660224 09/14 11:43Arm實質已像X86一樣只剩2強在研發

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poeoe 09/14 11:43談授權金啊又不是客戶就不用收授權金

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kuma660224 09/14 11:43就蘋果王者 + Arm本家

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poeoe 09/14 11:44高通都不知道跟客戶收多少授權金了這就是美國的基

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poeoe 09/14 11:44本IP玩法啦

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kuma660224 09/14 11:44其他華為發哥高通三星本來就是付錢買ip

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yymeow 09/14 11:44ＮＶ神教，戰無不勝，老黃教主，文成武德，

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yymeow 09/14 11:44千秋萬載，一統江湖 XD

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kuma660224 09/14 11:44根本無法多賺什麼了

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kuma660224 09/14 11:45手機產業多數油水幾乎是蘋果賺走

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jh961202 09/14 11:45...所以以後買手機、機上盒=買NV貨？

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poeoe 09/14 11:45授權誰跟你賣斷啦都是簽合約期限在授權之前還有在

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poeoe 09/14 11:45說Arm考慮要調漲授權金咧

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kuma660224 09/14 11:46坑不到蘋果就賺不到大錢

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kuma660224 09/14 11:46你漲不了，能漲的話軟銀早就大漲

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kuma660224 09/14 11:47安卓打工仔市場就這樣油水太少

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poeoe 09/14 11:47推廣期和獲利回收期就別相提並論了啦

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poeoe 09/14 11:47哪有什麼軟銀不漲 NV就不能漲的道理XD

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kuma660224 09/14 11:48你漲價市價就漲賣像變差市場萎縮

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poeoe 09/14 11:48最多就是不爽不要用Arm啊

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kuma660224 09/14 11:49重點是安卓打工仔的油水太少

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kuma660224 09/14 11:49不是你漲價就能多賺

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kuma660224 09/14 11:49因為授權量也關係到授權費用

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poeoe 09/14 11:50高通一樣收爽爽授權金調漲那就改壓榨代工廠就好了

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poeoe 09/14 11:50簡單

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kuma660224 09/14 11:50市場油水不變多，授權就抽不了更多

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kuma660224 09/14 11:50高通也還是很依賴自己處理器銷售

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kuma660224 09/14 11:51它本質是一條龍

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pxhome 09/14 11:51現在用手機玩遊戲的比用電腦玩遊戲的人數還多

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kuma660224 09/14 11:51所以NV最多就是跟客戶搶生意才能多賺

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rogerkidd 09/14 11:51靠背那老黃不是把所有家機廠都得罪過了 SEGA SON

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rogerkidd 09/14 11:51Y MS再加老任

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poeoe 09/14 11:52反正要賣手機晶片就乖乖接受授權金調漲啊就這樣

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pxhome 09/14 11:52遊戲廣告結束不是App就是Play，完全沒有微軟的LOGO

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poeoe 09/14 11:52這就是Arm專利強悍的地方

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pxhome 09/14 11:53MAC棄X86改用ARM來帶風向，堅持家機用X86的等著瞧

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kuma660224 09/14 11:53老黃拿到大核CPU團隊最後可能

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kuma660224 09/14 11:53自己搞強力SOC,逐漸取代自己客戶.

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pxhome 09/14 11:56得罪?家機只有價格談不攏的問題，賣APPLE瑕疵品算不

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kuma660224 09/14 11:56CPU它的 GPU也它的只有基頻外面的

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albertfeng 09/14 11:58nswitch不錯，最近都在玩薩爾達pc變拿來看影片查攻

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albertfeng 09/14 11:58略，小小一台畫面還不錯也

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pxhome 09/14 11:58取代客戶，那之前三星有成功嗎? 顯然不是麻!

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pxhome 09/14 12:00NV方向明顯要補足CPU這方面的缺口，不像某M破壞秩序

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kuma660224 09/14 12:00三星沒有自己CPU/GPU

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kuma660224 09/14 12:01老黃致敬路線是一條龍intel/AMD

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KotoriCute 09/14 12:01一堆DC自家設計伺服器都用arm

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pxhome 09/14 12:02三星有獵戶座，GPU是用ARM公版設計

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KotoriCute 09/14 12:02亞馬遜DC裡早就開始實裝自己設計Arm CPU了

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kuma660224 09/14 12:02維持對外授權只是避免在手持壟斷顧慮

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pxhome 09/14 12:03低功耗GPU的IP銷路不好，這是目前的現實

噓

dic1911 09/14 12:03噓nvidia

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kuma660224 09/14 12:03獵戶座已經放棄了，而且獵戶座得多數架構仍是拿AR

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kuma660224 09/14 12:03M授權ip來改

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KotoriCute 09/14 12:03arm染指伺服器市場已經有很久了

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pxhome 09/14 12:05Imagination的GPU IP已經6年沒有生意

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kuma660224 09/14 12:06Img就是被Arm本家mali取代

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kuninaka 09/14 12:06獵戶座也太慘了吧，製成漏電架構也不行

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pxhome 09/14 12:06那是三星不玩了，砍研發CPU，直接買高通套裝的來上

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kuma660224 09/14 12:06那也算是幹掉自己客戶夥伴的範例

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pxhome 09/14 12:06這樣才能跟大陸廉價手機競爭

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kuma660224 09/14 12:08GPU只看成本效益沒生態系指令集問題

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pxhome 09/14 12:082017獵戶座確實讓三星砍掉高通的訂單，北美全獵戶座

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kuma660224 09/14 12:08所以老黃希望控制CPU 可以當護城河

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pxhome 09/14 12:10Exynos 8895是最風光的時候，之前高通810/820熱爆了

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kuma660224 09/14 12:12家機要向前代相容 AMD即使GPU普普

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kuma660224 09/14 12:12APU仍有X86-64護城河.

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kuma660224 09/14 12:12那是老黃也想要達成的路線

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kuma660224 09/14 12:13因為沒人能保證在GPGPU能永遠優勢

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kuma660224 09/14 12:13CPU相容優勢可以是良好護城河

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kuma660224 09/14 12:14ARM生態系已經成熟到足以成為護城河

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pxhome 09/14 12:15以後CPU是ARM，GPU是Geforce也不錯啦~免費送GF Now

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kuma660224 09/14 12:15甚至必要時強力多核Arm可模擬X86

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kuma660224 09/14 12:16用Arm侵犯在省電移動手持x86

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pxhome 09/14 12:16用手機玩電腦遊戲，就像Steam Link那樣，家機要賣誰

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kuma660224 09/14 12:16就像一堆人用多核X86在多開Arm遊戲

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kuma660224 09/14 12:17Arm就互相傷害

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pxhome 09/14 12:17https://www.nvidia.com/zh-tw/geforce-now/

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kuma660224 09/14 12:18雲端遊戲伺服器也是塞X86維持相容性

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pxhome 09/14 12:18感覺老黃要轉行賣雲端服務

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kuma660224 09/14 12:18只是手機接受端用Arm

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pxhome 09/14 12:19運算丟給雲端算，畫面回傳手機撥放

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kuma660224 09/14 12:19因為若用雲端Arm模擬,無法維持高性能

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kuma660224 09/14 12:20除非你雲端遊戲白癡到不相容X86軟體

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kuma660224 09/14 12:20否則無法避開

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sellgd 09/14 12:20光是手機市場就.. 加上他要的cpu領域 arm大量多核

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pxhome 09/14 12:20觀察指標，看藍芽手把有沒有熱賣?

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sellgd 09/14 12:20能取代pc伺服器嗎?

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sellgd 09/14 12:21蘋果滿手現金為什麼不買?

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kuma660224 09/14 12:23因為蘋果不需要Arm 也無意授權

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kuma660224 09/14 12:23蘋果只用Atm指令集已買斷

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pxhome 09/14 12:242010年評估是買CPU團隊不買ARM，他們的系統特別

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kuma660224 09/14 12:24蘋果不買Arm的公版核心ip

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kuma660224 09/14 12:25而蘋果自己CPU團隊也爆強

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pxhome 09/14 12:25蘋果不確定手機能不能做起來2010 IPad上市前被降評

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kuma660224 09/14 12:26NV是早已放棄自研Arm指令集CPU

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kuma660224 09/14 12:26他的CPU團隊早期自研但打不贏

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pxhome 09/14 12:26蘋果大賣是ipad3時代的事情，手機是iphone6S

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kuma660224 09/14 12:28後來NV也跟發哥一樣買ip

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kuma660224 09/14 12:28NS的地瓜其實就Arm A57

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comipa 09/14 12:31ARM Server其實今年很多客戶在問跑benchmark不弱

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kuninaka 09/14 12:31APPLE買幹嘛他只要指令集授權就好

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comipa 09/14 12:31搞了這麼多年目前大概是ARM陣營最有機會的時候..

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kuninaka 09/14 12:31ARM SERVER有機會阿便宜的那種

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kuma660224 09/14 12:32伺服器看市佔就好

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kuma660224 09/14 12:33很多人問但市場多少%

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kuninaka 09/14 12:33要問NV可以拿下幾%決定他能賺多少

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comipa 09/14 12:33AMD也很多人問市場%也很少那你要說他完全沒機會嗎

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comipa 09/14 12:34Intel積弱大家都想吃他的市場大家都在練手

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Windcws9Z 09/14 12:34AMD是x86啊，他對手是Intel不是ARM

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kuma660224 09/14 12:35AMD是屬於99%的X86那邊

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kuma660224 09/14 12:35沒有生態系問題

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kuma660224 09/14 12:35你現在是要用全新的東西打進去

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kuma660224 09/14 12:36既有生態系是你敵人

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comipa 09/14 12:36AMD就是正在用新的東西打進去 ARM server也是

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comipa 09/14 12:37既有生態系是敵人跟想進攻這個市場有衝突嗎

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comipa 09/14 12:37大家都知道目前Sever Intel最大獨眼龍也知道

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Windcws9Z 09/14 12:38AMD哪裡新？一樣都是x86轉換幾乎沒有陣痛期好爆

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comipa 09/14 12:38但是這市場利潤很好覺得有點自信的廠商都想吃

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comipa 09/14 12:39挖開發平台不用陣痛期會不會幻想得太美好

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kuma660224 09/14 12:39AMD的X86不需要全新軟體生態系

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pxhome 09/14 12:40安卓模擬器幾乎是中國軟體，也許會被貿易戰波及

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kuma660224 09/14 12:40你從intel跳槽AMD 軟體應用不用砍掉重練

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Windcws9Z 09/14 12:40請問你電腦有什摸軟體是Intel能跑AMD不能動的？

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kuma660224 09/14 12:41intel處理器也是用AMD64指令集

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comipa 09/14 12:43平台開發跟指令集是不同階層的問題

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kuma660224 09/14 12:44intel扶持的伺服器軟體生態反而是

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kuma660224 09/14 12:44AMD立即可用的武器而不是敵人

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comipa 09/14 12:44為什麼AMD server市佔沒有一飛衝天,因為很多平台上

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kuninaka 09/14 12:44有阿天命二，之前有BUG Ryzen會當機

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comipa 09/14 12:44的問題還沒有解決乾淨

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kuma660224 09/14 12:44幾乎不用改什麼就能套用

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comipa 09/14 12:45當然同樣x86指令集這是AMD的優勢但這不代表CSP對

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kuma660224 09/14 12:45這跟Arm vs x86是完全不一樣

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kuninaka 09/14 12:45不過AMD進入SERVER市場的門檻比ARM小太多了

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kuma660224 09/14 12:45我們重點就是這大方向的差距

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comipa 09/14 12:46ARM沒有興趣美國A/M/G 中國BAT都有開ARM的案子練功

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Windcws9Z 09/14 12:46Intel跳AMD幾乎0陣痛期

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Windcws9Z 09/14 12:46Intel跳ARM全部都要重寫

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Windcws9Z 09/14 12:46哪葛成本高？哪葛時程長？

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kuma660224 09/14 12:46你去刁小地方不同，是毫無意義

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comipa 09/14 12:460陣痛個屁光個RAS feature就完全不一樣幾乎都要改

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kuma660224 09/14 12:47你可以説有錢帥哥把正妹也要追

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kuma660224 09/14 12:47所以窮肥宅把正妹也要追是一樣？

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comipa 09/14 12:48一堆硬體差異造成平台相關的設計都要重新驗證

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kuma660224 09/14 12:48難度門檻是天差地遠阿

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Windcws9Z 09/14 12:48開ARM的案子練功=砍掉現有x86嗎？

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kuma660224 09/14 12:48ARM伺服器已經搞超多年了

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Windcws9Z 09/14 12:48好喔

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kuma660224 09/14 12:49成果趨近於0

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comipa 09/14 12:49我又沒說砍x86我是說ARM也來分食 ARM server搞很久

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kuma660224 09/14 12:49現實就是這樣不相容X86就打不進去

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kuma660224 09/14 12:49努力到死只分食個1-2%而已

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comipa 09/14 12:50沒錯前面真的頗失敗但是Intel積弱加上ARM陣營也

推

henry46277 09/14 12:50之前不是才出現個 ARM 伺服器出現在排名上那個算

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henry46277 09/14 12:50嗎？

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kuma660224 09/14 12:50沒人説不能分阿只是少到很可憐

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comipa 09/14 12:50有些新進展所以我才說這陣子是ARM的機會至於能不

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kuma660224 09/14 12:50那不只是硬體問題是軟體生態系

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comipa 09/14 12:51能抓住我不知道但比起幾年前真的是熱鬧很多

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kuma660224 09/14 12:51雞生蛋蛋生雞的問題

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kuma660224 09/14 12:51你要有量有市佔才有軟體規模

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kuma660224 09/14 12:52但沒有軟體生態規模就沒量沒市佔

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kuma660224 09/14 12:52進入無限迴圈

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a000000000 09/14 12:52arm server當下算有意義的只有amazon

→

comipa 09/14 12:53教主專業目前"現有"真的是只有amazon用比較多

→

a000000000 09/14 12:53老黃的玩法肯定會讓大家都沒賺頭然後死光光

→

commandoEX 09/14 12:53其實還真的有喔，微軟那個windows10X模擬器 AMD

→

commandoEX 09/14 12:54Ryzen 沒有支援巢狀虛擬化不給跑

→

comipa 09/14 12:54我被G/M 百度騰訓字節都開了ARM的案子超熱鬧頭痛

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comipa 09/14 12:55工程師在波特蘭其實有提到那邊發生的事情可惜砍了

推

wern05 09/14 13:00沒有不能賣的東西，只有不想賣的價格(?

推

henryyeh556609/14 13:03為了喝牛奶養一頭牛

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friedpig 09/14 13:08我記得Android Studio原生的模擬器在Windows AMD好

→

friedpig 09/14 13:08像還是不能用吧之前有傳言說好了去試還是不行

推

aigame 09/14 13:22老黃有說會保持開放態度

推

fthufccqpk 09/14 13:26買GPU送ARM電腦直接跑APP不用Windows的假模擬

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suifong 09/14 13:29當初還有人信誓旦旦的說ARM不可能賣給NV，海水退潮

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suifong 09/14 13:29褲子都不知道沖到哪裡去了…

推

fthufccqpk 09/14 13:32以後桌機、手機遊戲通吃跑最高效能APP只能買NV顯卡

推

henry46277 09/14 13:33話說這個還會需要通過各國的審查嗎？

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arrenwu 09/14 13:39@henry46277 要

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ronald279 09/14 13:46統一世界

推

aegis43210 09/14 13:51老黃可能會先用自己的GPGPU先取代mali，一統安卓遊

→

aegis43210 09/14 13:51戲及影片市場，因為車用也是大量用安卓系統，AI的話

→

aegis43210 09/14 13:51，只想到老黃也想玩HSA

推

kuninaka 09/14 14:07AVD已經在Windows ZEN2可以用很久了

→

kuninaka 09/14 14:07去年有一次的windows update解決的

推

birdane32 09/14 14:07電瞎版比股版專業多了

→

kuninaka 09/14 14:07INTEL轉換到AMD不是0陣痛阿

→

kuninaka 09/14 14:08若英國政府最後擋下來還是沒賣成阿XD

推

Windcws9Z 09/14 14:10幾乎一一

推

theevilM 09/14 14:20該不會要重啟Tegra了吧？

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arrenwu 09/14 14:23NV一直有在做ARM-based SoC

→

friedpig 09/14 14:25Tegra又沒死在重啟啥一直有在出阿只是轉變賣的對

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friedpig 09/14 14:26像而已

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friedpig 09/14 14:26從以前比較多2B轉成2C而已

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RIFF 09/14 14:32北京不會同意吧?

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RIFF 09/14 14:33如果被否決後重新拍賣一次價格將降低

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Fezico 09/14 14:36北京同不同意沒啥用，那是孫正義的鳥事

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Severine 09/14 14:41和北京有啥關係

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commandoEX 09/14 14:49Tegra開發板還掛在原價屋的估價系統裡呢

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friedpig 09/14 14:57X2很舊了 Xavier(Volta)跟明年的Orin(Ampere)比較潮

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kuninaka 09/14 15:00中國安謀管不到吧

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ATand 09/14 15:05覺得老黃是看到了ARM未來會搭配5G慢慢深入智慧家電

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ATand 09/14 15:06現在拿到手上就好像股票一樣未來可期阿

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poco0960 09/14 15:06神前刀工對決要有新題目了

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friedpig 09/14 15:15有要賣就能用反托拉斯審拉 NXP當年就被卡死

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kngs555 09/14 15:44反正歐盟剛好缺錢,老黃買下就要準備當提款機了

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a78720505 09/14 15:44威!!老黃真的威

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shinjikawuru09/14 15:47世界變革者老黃準備起飛?

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create8 09/14 16:05要漲規費了，皮繃緊一點啊，各位

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kuma660224 09/14 16:19Arm應該是可以割掉中國安謀

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kuma660224 09/14 16:19反正核心技術都在歐美分部

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kuma660224 09/14 16:27而且中國安謀之前各種亂搞很扯

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jior 09/14 16:48錢！！！！！！

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MyDarkLife 09/14 17:15400......

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aa1477888 09/14 19:03任天堂要起飛了

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aq981334 09/14 20:09Switch 要變強了

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aq981334 09/14 20:14話說這樣公版ARM是不是GPU會變強啊？很多SOC的不都

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aq981334 09/14 20:14是卡在公版ARM GPU不給力

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kira925 09/14 20:19不一定

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yoyotvv 09/14 20:40NVDA 香噴噴~~

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TrueTears 09/14 20:42哇

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aegis43210 09/14 21:01老任不一定會變強，但ARM公版GPU肯定會變強

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miha80425 09/14 21:23當年ATI賣imageon反過來的案例也就是現在Adreno

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miha80425 09/14 21:25某種程度來說老黃看壞家用顯卡市場未來Stadia

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miha80425 09/14 21:26技術克服後勢必業務縮減

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commandoEX 09/14 21:46stadia GOOGLE根本半放生狀態吧，MS xcload和SONY

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commandoEX 09/14 21:47PS Now可能還比較有機會做大

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torpp 09/14 21:51好一個.....

噓

neuralandre 09/14 23:34五年前AMD兩塊 total也不過20~30幾億不買

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eu5566 09/15 00:17期待老黃做家機

噓

wario2014 09/15 02:31大型併購有好下場的，非常非常稀少

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shinjikawuru09/15 07:38有阿 AMD 雖然花了10年

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kngs555 09/15 07:43英國現在開第ㄧ槍考慮不給老黃買下ARM了

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billionaire 09/19 20:43猛

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