Arm Holdings CEO Rene Haas Says Experts Underestimated The Rapid Growth Of AI: 'The Analysts Maybe Didn't Quite Understand...'
Arm Holdings CEO Rene Haas Says Experts Underestimated The Rapid Growth Of AI: 'The Analysts Maybe Didn't Quite Understand...'
SoftBank Group subsidiary Arm Holdings (NASDAQ:ARM) CEO Rene Haas believes that analysts have underestimated the pace at which artificial intelligence is advancing.
SoftBank Group旗下的Arm Holdings（納斯達克股票代碼：ARM）首席執行官Rene Haas認爲，人工智能發展的速度被分析師低估了。
What Happened: Haas made these comments during an interview with Yahoo Finance's Market Domination Overtime on Monday. He pointed out that AI will significantly change people's lives and that 70% of the world's devices use Arm chips, positioning the company well in the AI race.
發生了什麼：Haas週一在接受Yahoo Finance的Market Domination Overtime採訪時發表了這些評論。他指出，人工智能將顯著改變人們的生活，全球70%的設備使用Arm芯片，使公司在人工智能競賽中處於良好地位。
He said, "I think respectfully, the analysts maybe didn't quite understand or have an appreciation at the pace of which things were moving," referring to the rapid growth of AI.
他說：“我認爲，尊重地說，分析師們可能並沒有完全理解或欣賞事物發展的速度。”這是指人工智能的快速增長。
Haas also highlighted the potential of AI to drive growth in the smartphone and Arm sectors, given that most devices already use Arm chips and software.
Haas還強調了人工智能在智能手機和Arm板塊帶來增長的潛力，因爲大多數設備已經使用Arm芯片和軟件。
Why It Matters: Arm Holdings was recently added to the Nasdaq 100, marking a significant milestone for the British semiconductor firm. Shares of Arm have surged nearly 140% since its public debut in September. Haas expressed pride in the company's inclusion in the Nasdaq 100, describing it as a "very, very cool day" for both employees and the company.
爲什麼很重要：Arm Holdings最近被納入Nasdaq 100，這標誌着這家英國半導體公司的重要里程碑。自9月份首次公開發行以來，Arm的股價已經飆升近140%。Haas對公司被納入Nasdaq 100表示自豪，並形容這是一個“非常、非常酷的日子”，對於員工和公司都是如此。
The rapid rise of Arm Holdings in the AI sector is not an isolated event. In May, Arm announced plans to launch a new AI chip division, with the first products expected next year. This move is part of SoftBank Group's $64 billion strategy to transform into an AI powerhouse. The new division aims to develop a prototype by spring 2025 and commence mass production in the fall of 2025.
Arm Holdings在人工智能領域的迅速崛起並不是一個孤立的事件。今年5月，Arm宣佈計劃成立一個新的人工智能芯片部門，第一款產品預計將於明年推出。這一舉措是SoftBank Group轉型爲人工智能強國640億美元戰略的一部分。新部門旨在於2025年春季開發出原型並在2025年秋季開始批量生產。
In the same month, analysts predicted that Arm Holdings could challenge industry giants like Qualcomm Inc (NASDAQ:QCOM), Intel Corp (NASDAQ:INTC), and Advanced Micro Devices, Inc (NASDAQ:AMD) in the AI chip market. Despite some concerns over a potential slowdown in AI spending, Arm's fiscal 2025 revenue guidance remains strong.
同月，分析師們預測Arm Holdings在人工智能芯片市場上可能挑戰行業巨頭，如高通公司（納斯達克股票代碼：QCOM）、英特爾公司（納斯達克股票代碼：INTC）和美國超微公司（納斯達克股票代碼：AMD）。儘管有人擔心人工智能支出可能出現放緩，但Arm的2025財年營業收入預測仍然強勁。
However, the company's journey has not been without challenges. A legal dispute with Qualcomm reportedly threatens to disrupt the shipment of new AI-powered laptops. This ongoing battle has raised concerns about the future of AI PC shipments.
然而，這家公司的發展之路並不是沒有挑戰的。據報道，Arm與高通之間的法律糾紛威脅着新款人工智能筆記本電腦的發貨。這場持續不斷的戰鬥引發了對人工智能個人電腦發貨的未來的擔憂。
Price Action: Arm Holdings Plc's stock closed at $151.07 on Monday, down 5.76%. In after-hours trading, the stock declined further by 0.97%. Year to date, Arm Holdings' stock has seen substantial growth, rising by 119.20%, according to the data from Benzinga Pro.
價格行動：Arm Holdings Plc的股票週一收盤於151.07美元，下跌5.76%。在盤後交易中，股票進一步下跌0.97%。根據Benzinga Pro的數據，Arm Holdings的股票自今年以來已經實現了大幅增長，漲幅達119.20%。
Image Via Shutterstock
圖片來自Shutterstock。
This story was generated using Benzinga Neuro and edited by Kaustubh Bagalkote
本報道使用Benzinga Neuro生成，並由Kaustubh Bagalkote
譯文內容由第三人軟體翻譯。