异动解读 | 软银投资ARM向AI芯片进军引发担忧 ARM股价盘中下跌5.09%

异动解读
23 Dec 2024

周一,ARM控股公司(ARM Holdings)股价盘中大跌5.09%。这与其母公司软银集团决定大举投资ARM进军人工智能(AI)芯片领域有关。

外媒报道,软银集团执行长孙正义正着手推动ARM向AI芯片领域深入转型,目标是到2026年推出第一批可发货的AI芯片。这一计划可能会导致软银在芯片生产、能源产能和相关技术上进行广泛投资。

分析指出,孙正义对此"孤注一掷",主要是因为曾经错失投资英伟达的良机。孙正义多次公开表达对于当年卖掉英伟达股票的"钦佩与惋惜"。最近他甚至在英伟达AI峰会上与黄仁勋"抱头痛哭"。如今,孙正义显然希望通过ARM在AI芯片领域重新崛起。

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