Arm“蹭上”AI熱潮 重申年底前上市
半導體設計公司Arm在籌備備受期待的首次公開募股(IPO)之際,找到了今年餘下時間的名片:人工智能(AI)。Arm的首席執行官Rene Haas週一表示,Arm 技術正在支持許多已經被視爲理所當然的人工智能應用,它將成爲構建下一波人工智能創新的基礎。Arm發言人週一證實,該公司仍打算在今年年底前上市。
今年,人工智能浪潮席捲了全球科技行業,推高了股價,並將英偉達(NVDA.US)推向成爲第一家萬億美元芯片製造商的邊緣。Arm希望利用這種樂觀情緒來獲得更高的估值,以滿足其母公司軟銀集團(SFTBY.US)的要求。
傑富瑞分析師Atul Goyal表示:“鑑於人們對‘人工智能股票’的追捧,我們認爲軟銀可能會把Arm描述爲‘人工智能遊戲’,儘管其目前的大部分業務都是基於半導體知識產權的設計和許可,尤其是針對移動設備。”
Haas以亞馬遜(AMZN.US)的Alexa語音助手、Alphabet(GOOG.US)的Google Pixel手機等爲例,認爲設備和小型人工智能處理器都將採用Arm技術。
他還指出,英偉達用於加速人工智能的Grace Hopper下一代架構是Arm技術在人工智能供應鏈中的另一個例子。Haas表示,這是他可以談論的未來產品,因爲英偉達一天前才討論過。Haas對Arm的部署守口如瓶,因爲他的公司處於IPO前的靜默期。
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