得益于与大型科技公司的稳固合作，ARM的CPU市场份额将从17-18%提升至40-50%。
逐段跳播
这就是人们如此兴奋的原因，因为它采用x86架构，意味着你无需支付ARM授权费。ARM的股价今天大幅上涨，这要归功于Apple等公司，它们也从其处理器的发展中受益。
This is why people are so excited about it, because it uses x86 architecture , meaning you don't pay ARM licensing fees. ARM's stock has risen significantly today thanks to companies like Apple, which are also benefiting from the development of its processors.
顺便说一句，请记住OpenAI购买了几万台Apple Mac Studio和Mac mini电脑来开发基因组AI。OpenAI是从Apple购买的，而ARM授权了这些处理器所编程运行的处理器架构。
By the way , remember that OpenAI bought tens of thousands of Apple Mac Studio and Mac mini computers to develop genomic AI. OpenAI bought them from Apple , and ARM licenses the processor architecture on which these processors are programmed.
结果，其股价今天上涨了17%。与AMD相比，关于ARM的讨论没有那么多。
As a result, its stock rose 17% today. Not as much is said about ARM compared to AMD.
所以，我们有AMD、Intel、ARM、Apple，当然还有Meta，它正引领着当今这场巨大的变革。
So, we have AMD, Intel, ARM, Apple, and of course, Meta, which is leading this massive evolution today.
我无意贬低Intel，这只是一个比较。不过，ARM的利润率也非常高，在CPU总市场中可能达到约17-18%，而我相信它会增长到40-50%。
I don't mean to belittle Intel; it's simply a comparison. However, ARM also has a very high profit margin, likely reaching around 17-18% of the total CPU market, and I believe it will increase to 40-50%.
AMD 与 ARM 在 x86 架构上的竞争将十分激烈，因为 ARM 是 Apple 和 Nvidia 的首选，而且很可能继续保持这一地位，因为它们都在力争主导 CPU 市场。
The competition between AMD and ARM will be fierce over the x86 architecture, as ARM is the preferred choice for Apple and Nvidia, and will likely remain so, as they strive to dominate the CPU market.
说到合作，这一点确实很有意思：Apple 与 Nvidia 围绕 ARM 建立了合作，而 Google 正在用处理器开发一款 Exxon 芯片。
Regarding partnerships, which is truly interesting, we have a partnership between Apple and Nvidia with ARM, and Google is working on an Exxon chip with processors.
AWS 的 Graviton 和 Microsoft 的 Cobalt 都依赖 ARM 处理器。ARM 还与 Broadcom 和 Qualcomm 合作，并拥有广泛的合作伙伴关系。
AWS's Graviton, and Microsoft's Cobalt all rely on ARM processors. ARM also collaborates with Broadcom and Qualcomm, and has extensive partnerships.
我们谈到了 Intel。我们谈到了 ARM。我们谈到了 Nvidia 200 亿美元的 CPU 预测，这是一个利好。我们谈到了 ARM。
We've talked about Intel. We've talked about ARM. We've talked about Nvidia's $20 billion CPU forecast, which is a positive. We've talked about ARM.
对 ARM 也是如此。
and also for ARM.
这个频道对 $ARM 的历次判断
Meet Kevin 在这只股票上共 2 条判断，这里只列相邻的几条。