Editor: David Layan [Xinzhiyuan Introduction] Although Nvidia's acquisition of Arm failed, Lao Huang is still full of confidence in the future. He said that RISC-V is not excluded, and will continue to follow the "three-core" (CPU, GPU, DPU) strategy in the future, and also creat

Editor: David Layan

[New Zhiyuan Introduction] Although Nvidia failed to acquire Arm, Lao Huang is still full of confidence in the future. He said that RISC-V is not excluded, and will continue to follow the "three-core" (CPU, GPU, DPU) strategy in the future, and also create HTML in the metaverse.

Nvidia CEO Jensen Huang failed to realize his dream of acquiring Arm for $80 billion. As regulators from major countries and economies in the world have been slow to approve the deal, Huang canceled the deal after saying that he had done his best.

Although the acquisition failed, Nvidia is still growing and growing.

htmlOn December 17, Nvidia released its 2021 Q4 quarterly and annual financial report. Revenue for the fourth quarter ended January 30 was $7.64 billion, a year-on-year increase of 53%. Games, data centers and professional visualization market platforms achieved record revenues both in the quarter and year.

Nvidia's full-year revenue in fiscal 2022 hit a record of US$26.91 billion, an increase of 61% from US$16.68 billion in the previous fiscal year.

Huang Renxun said, "We see a strong demand for the industry for the NVIDIA computing platform. NVIDIA is driving advancements in many of the most influential fields today, including artificial intelligence, digital biology, climate science, gaming, creative design, autonomous cars and robots."

This may indicate that NVIDIA knows what to do after the Arm transaction fails. Huang said he has high hopes for his three-chip strategy, Omniverse, metaverse and self-driving cars.

After the full-year financial reports of Q4 and 2021 were released, Huang Renxun was interviewed by VentureBeat.

VentureBeat: What is your "post-Arm" strategy? After the Arm acquisition deal fails, is it necessary to convey your new strategy?

Huang Renxun: is nothing. Since we have never completed the combination with Arm, we have not actually discussed any strategy to combine with Arm before. So our strategy is exactly the same as before.

We provide accelerated computing for anywhere there is a CPU. Whether it's x86 or Arm, we do this. We have a large number of ARM CPUs and system-on-chip (SoCs) in development. We love doing these. We have a 20-year Arm Intellectual Property License and will continue to leverage all of these and all markets.

is probably like this. We will continue to build CPUs, GPUs and DPUs (data processing units) in the future.

VB: So this is your "three chips" strategy? Since the Arm transaction was not successful, would you consider RISC-V?

Huang Renxun: We are now using RISC-V in multiple fields. We are one of the RISC-V users in GPU. For example, the system controller has an acceleration engine based on RISC-V inside the Bluefield GPU.

We use RISC-V when it makes sense, we use Arm when it makes sense, and of course we also use x86 when it makes sense, everything depends on the meaning.

VB: How do you view the progress of the virtual world? It seems that everyone is more excited about the metaverse, and Omniverse is always inseparable from the metaverse.

Huang Renxun: Omniverse Enterprise Edition is being tested and tested in about 700 different companies around the world.

We have signed some licenses and our digital world has a good start. People can use it to connect designers and creators, simulate logistics warehouses, simulate factories, generate synthetic data, and also simulate training AI data collected by LiDAR, radar, and cameras. It can also be used on digital twins.

So Omniverse uses it for the simulated part of the software development process. As part of the release process, users need to verify the software. Omniverse can be placed in the robot application verification process.

Ericsson Omniverse Scenarios in the environment

VB: You will create the largest digital twin virtual human, right?

Huang Renxun: We are building or determining the architecture and building the ultimate digital virtual human.

VB: Do you think we are also moving towards an open meta universe? Is the metaverse open enough compared to a bunch of walled gardens?

Huang Renxun: I really hope that the metaverse is open, and I think the metaverse will show this in a general scene description (USD). We are one of the biggest contributors to USD at present. USD has been used by many different content developers, such as Adobe.

I hope everyone will use USD to make it HTML in the metaverse.

VB: How confident are you in the automotive department? How is Nvidia's progress in autonomous driving? Do you think we can get back on track after the epidemic is over?

Huang Renxun: We will have autonomous driving cars all over the world. These cars have their own operating areas. For example, driving in a very large warehouse, these cars are called AMR, which is autonomous mobile robots. Such cars can be thrown into walled factories to allow them to ship goods and stock.

"Last Mile" Delivery is important, and many amazing companies are doing this. All of these applications are very practical, provided you can't blow your head.

I think self-driving cars will have thousands of applications, that's for sure. This year will be a turning point for us in autonomous driving. It will be a big year for us.

By 2025, we will deploy our own software to share revenue with automotive companies. I'm now pretty sure that self-driving cars will be one of our biggest businesses.

encountered "bottlenecks" from various countries. Nvidia's acquisition of Arm was ruined by

html On December 8, due to "major regulatory challenges", Nvidia announced that it had officially abandoned its acquisition of Arm.

SoftBank lost a huge sum of money, but the $1.25 billion breakup fee given by Nvidia will become its fourth quarter profit.

In September 2020, American graphics chip giant Nvidia agreed to acquire Arm from SoftBank for US$40 billion in cash and stock, which should have been the largest transaction in the chip industry ever.

As demand for semiconductor chips soared, Nvidia's stock price had previously risen sharply, and the value of this acquisition case also rose steadily, and at its highest point it even exceeded US$80 billion.

But the transaction quickly attracted the concerns of global regulators and chip manufacturing competitors.

In August 2021, the UK completed the first phase of the investigation and issued a statement saying that Nvidia's acquisition of Arm caused serious competition problems.

CMA says that the merged companies will have the ability and motivation to damage their competitors' competitiveness by restricting the use of Arm's intellectual property (IP). Ultimately, this loss of competition will kill innovation in some markets, including data centers, gaming, IoT and autonomous vehicles.

In October 2021, the EU announced an in-depth investigation into the transaction and plans to end on March 15, 2022.

The European Commission is worried that after the transaction is passed, Nvidia will have the ability and motivation to restrict its competitors from using Arm's technology, which will bring negative impacts such as price increases, reduced choices and reduced innovation capabilities to the semiconductor industry.

EU Antitrust Commissioner Margrethe Vestager said:

"Although Arm and Nvidia do not directly constitute a competitive relationship, Arm's intellectual property rights provide important support for products that compete with Nvidia chips.Our analysis shows that Nvidia's acquisition of Arm may lead to restriction or downgradation of access to Arm's intellectual property by other manufacturers, thus having a distorted impact on the semiconductor market. ”

In December 2021, the Federal Trade Commission took action to stop it, saying that this would allow Nvidia to illegally control the computing technology and design fields, causing competitors to develop their own chips to confront them.

FTC said that if the transaction is allowed, the merged company could kill next-generation technologies, including those used to run data centers and automotive driving assistance systems.

In the face of the lawsuit, Nvidia once said, "We will continue to work hard to prove that this transaction will benefit the industry and promote competition."

In addition, Nvidia has proposed remedial measures to eliminate regulatory concerns. This includes the establishment of a completely independent authorized entity and the authorization of Nvidia-based intellectual property developed by Arm to all companies on a non-discriminatory basis.

However, after nearly 18 months of hard work, neither the United States, the United Kingdom nor the European Union approved the transaction. Since there is no hope of passing the trial, Nvidia and SoftBank can only announce their quit.

Reference:

https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-fourth-quarter-and-fiscal-2022

https://venturebeat.com/2022/02/20/jense n-huang-interview-nvidias-post-arm-strategy-omniverse-and-self-driving-cars/

https://nvidianews.nvidia.com/news/nvidia-and-softbank-group-announce-termination-of-nvidias-acquisition-of-arm-limited