NVIDIA and Arm CEOs share the vision of closing deals for the era of hypergrowth

Interview Nvidia CEO Jensen Arm OmniverseTakahashiVentureBeat

In an online presentation, Jensen Huang and Simon Segars describe a tech industry that is developing quicker than ever, and a blended company that will increase competition and opportunity for all.

In a candid conversation with the main analyst, the CEOs of the two businesses stated the time is ripe for Nvidia to acquire Arm as opportunities lie everywhere in the tech industry.

Patrick Moorhead of Moor Insights & Strategy requested challenging questions and gave the deal a thumbs-up at the June 5 conference.

Arm’s Simon Segars, carrying a pandemic beard, paints a picture of an industry that’s going in every direction.

Can’t do it alone

“We have more people doing things than we do, and we always have, but now more than ever, additional computing is needed, in additional ways, to run more complex software frameworks than ever before. , and the applications are limitless,” Segars said at NVIDIA Endeavor headquarters in Silicon Valley.

As examples, he cited the deployment of 5G cellular networks, the electrification of transportation, and “the digitization of every part of our lives, all accelerated by the experience of the last year.

Simon Segars Says that we cannot do it all alone, however in combination with NVIDIA, we will have extra sources to create a richer portfolio of IP that will pressure the delivery of all these applications.

Surfing artificial intelligence changes

The dramatic modifications in computing are also reshaping the market and developing opportunities for the combined company.

“One of the reasons people love this combination is because NVIDIA’s AI tech can ship alongside a market where Arm has such a huge presence. That’s where IoT and AI at the edge are going to happen, however, the underlying technologies of AI still did not show up,” Nvidia CEO Jensen Huang stated in a famous ponytail.

Simon Segars says the benefits to customers will be more and better IP, a faster roadmap, and hopefully bringing Arm from the cloud to the edge, to IoT and HPC — everything. The breadth of computing today is huge.

Prepare for Data Centre Diversity

For example, NVIDIA and Arm are well-positioned to serve data centres ranging from hyperscale warehouses to computer cabinets next to 5G base stations and in between, Huang said.

“What I love and what Arm enables agencies like us to do is design specialised computers. I agree that this open way of enabling various computer systems is the way to go, and we can supply it with greater speed and scale,” Segars said.

The broader, richer platform presented using the mixed organisation will power and lower the fee of technological innovation for many different companies, Segars said.

Frank’s reply to the actual question

While there are solid reasons, the deal faces many of the questions Moorhead has posed to the CEO. For example, if a gem like Cambridge-based Arm had been obtained by a US company, would the UK stay a tech hub?

Huang called Cambridge “one of the world’s leading centers for intellectual property and microprocessor development” with a particular ability to balance “versatile design and ultra-power efficient design”.”

“We now intend not only to continue this work, but to do more there,” he promised..

Specifically, he mentioned NVIDIA’s $100 million investment in Cambridge-1, an artificial intelligence supercomputer that will be a useful resource dedicated to academic and business research in healthcare, positioned at the start of Arm and Genomics land. “We have chosen to help the UK become a hub for world-class ARTIFICIAL INTELLIGENCE Development,” he said.

No exchange in export controls

In response to some other questions from Moorhead, Segars defined why the combined company would not face any new export controls.

“Export controls are based on where the product is made and the nationality of the individuals working on the product. They have nothing to do with the nationality of the company that owns the product itself,” Segars said.

“Many of our products are developed in the UK and the majority outside the US. US export controls do follow some of our products, however, they don’t follow a lot of our products when the deal is done. ,” Segars added.

Moorhead requested Huang about his views on the “balkanization of industries” into competing for geopolitical camps.

“That’s what makes Arm popular; it allows you to build your computer and grow your own computer industry…but it takes more than processors to build a vibrant computer industry,” Huang replied.

Source: Nvidia

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