In September this year, NVIDIA announced its $40 billion acquisition of arm, and previous reports also mentioned the views of NVIDIA founder and CEO Huang Renxun on the acquisition of arm, saying that the acquisition of arm was "a once-in-a-lifetime opportunity". The combination of the two sides can produce a company with advanced AI technology, and at the same time, it has a very wide distribution on various types of computing devices Enterprises.
However, there are many voices against the largest transaction in the history of the half conductor industry. Hermann Hauser, the co-founder of arm, once said that the sale of arm to NVIDIA would be a disaster. He later issued an open letter, hoping that the British government would intervene to stop the acquisition or add binding terms, and even established "save" "Arm" website, calling for more people to block the deal.
Image from NVIDIA
Recently, foreign media VentureBeat and Huang Renxun discussed the trust environment. The details are as follows:
VentureBeatIn terms of antitrust, now that regulators and Congress are strengthening the scrutiny of technology giants, is this likely to affect NVIDIA's acquisition of arm to some extent? What do you think of the antitrust environment?
Huang RenxunIt's nothing to me. All the businesses we are engaged in are businesses with strong competition. Arm has a huge customer base, but they are weak in the new market they want to grow up in. Therefore, it is reasonable to believe that,We can help arm explore more new markets, and we will expand our customer base and increase market innovation. Our assessment is that regulation will be very beneficial to the deal.
VentureBeat：Do you think arm can help NVIDIA become more open than ever?
Huang RenxunArm is very similar to NVIDIA. NVIDIA's architecture can be used in every cloud and every computer manufacturer in any form and size. You can buy chips, you can buy systems, you can rent it for $1 an hour. Our platform is widely used because it is open and people talk about and even reverse engineer our architecture, which is very good. For general-purpose programming, this architecture is probably the richest architecture available beyond x86.
Arm is the same, and their architecture can be provided to anyone who wants to use it, which is very similar, and our attitude towards providing the architecture to customers is very similar.
VentureBeat：Do you want other companies to be more open and allow you to do more? For example, companies like apple and geforce now can't implement their cloud game applications unless they are online. What do you think of the openness of other companies?
Huang RenxunOur strategy is open, there is an open platform for everyone to use as long as they want to use it.We all have their own strategies. Our strategy happens to be an open platform strategy.
VentureBeat：In terms of games, what do you think of the current PC and console? There is an interesting competition between the two.
Huang RenxunI don't think they're real competitors. What you can do on a PC can't be done on a console, but the good thing is that all content developers have to raise standards. Because the console is so powerful, everyone is turning to ray tracing, which will be good for the development of the game.
Nowadays, people use PC to make games not only limited to games, but also for art, sports and sharing. PC is the best platform for all these operations. In addition, we all need a PC for video conferencing. We may use NVIDIA geforce, which has AI broadcasting and all functions.
VentureBeat：I see that games and data centers are the main drivers of NVIDIA's revenue. Do you think this will continue to be the case in the foreseeable future?
Huang RenxunI think these two businesses can be sustained. Because it's certain that everyone in the world will become gamers one day. There are only 1 billion active players today, and there will be 7 billion and 8 billion active players in the future. Game growth opportunities are still far ahead. In the future, we will spend more time in the game world, and the game market has a bright future.
On the other hand, we also know that AI is a new way to write software, which will affect every industry. Because we can now write software that we didn't have before, and can calculate things that we couldn't calculate before. For example, who would have thought that there might be a billion computers on the road in the future? Who would have thought that thousands of computers would roam through warehouses and factories in the future? These are all new applications that would not have been possible without AI.
Every building is AI, everything will be AI. That would generate a lot of data, more computation. Because of AI, the computer industry will be huge. Writing software is the last part of the puzzle. If someone can write software, we can sell computers, and now we can let computers write software. These two businesses are long-term opportunities.