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SoftBank Group to Acquire Ampere Computing for 6.5B

242 点作者 geerlingguy大约 2 个月前

12 条评论

alephnerd大约 2 个月前
A lot of people are ignoring the fact that SoftBank Group is also one of the largest players in the telco market globally (that&#x27;s how they started) [0] and that played a role in their Arm strategy and Eutelsat OneWeb strategy.<p>It&#x27;s useful to look at the Ampere acquisition from the same lens, as Ampere is heavily used for telco usecases [1]<p>SoftBank Group has heavily invested in O-RAN to act as the base technology for what will become 6G, and they have been making a number of partnerships, investments, and acquisitions specifically around this [2][3].<p>SoftBank has been working on a 6G&#x2F;Beyond 5G strategy for several years now [4] - primarily targeting embedded usecases such as autonomous vehicles [5][6]<p>[0] - <a href="https:&#x2F;&#x2F;www.softbank.jp&#x2F;en&#x2F;" rel="nofollow">https:&#x2F;&#x2F;www.softbank.jp&#x2F;en&#x2F;</a><p>[1] - <a href="https:&#x2F;&#x2F;amperecomputing.com&#x2F;press&#x2F;ampere-accelerates-expansion-into-telecom" rel="nofollow">https:&#x2F;&#x2F;amperecomputing.com&#x2F;press&#x2F;ampere-accelerates-expansi...</a><p>[2] - <a href="https:&#x2F;&#x2F;www.softbank.jp&#x2F;en&#x2F;corp&#x2F;news&#x2F;press&#x2F;sbkk&#x2F;2024&#x2F;20240228_01&#x2F;" rel="nofollow">https:&#x2F;&#x2F;www.softbank.jp&#x2F;en&#x2F;corp&#x2F;news&#x2F;press&#x2F;sbkk&#x2F;2024&#x2F;2024022...</a><p>[3] - <a href="https:&#x2F;&#x2F;www.o-ran.org&#x2F;membership" rel="nofollow">https:&#x2F;&#x2F;www.o-ran.org&#x2F;membership</a><p>[4] - <a href="https:&#x2F;&#x2F;www.suasnews.com&#x2F;2021&#x2F;08&#x2F;softbank-corp-unveils-6g-concept&#x2F;" rel="nofollow">https:&#x2F;&#x2F;www.suasnews.com&#x2F;2021&#x2F;08&#x2F;softbank-corp-unveils-6g-co...</a><p>[5] - <a href="https:&#x2F;&#x2F;www.softbank.jp&#x2F;en&#x2F;corp&#x2F;technology&#x2F;research&#x2F;news&#x2F;051&#x2F;" rel="nofollow">https:&#x2F;&#x2F;www.softbank.jp&#x2F;en&#x2F;corp&#x2F;technology&#x2F;research&#x2F;news&#x2F;051...</a><p>[6] - <a href="https:&#x2F;&#x2F;www.softbank.jp&#x2F;en&#x2F;corp&#x2F;technology&#x2F;research&#x2F;news&#x2F;069&#x2F;" rel="nofollow">https:&#x2F;&#x2F;www.softbank.jp&#x2F;en&#x2F;corp&#x2F;technology&#x2F;research&#x2F;news&#x2F;069...</a>
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siavosh大约 2 个月前
Can someone knowledgeable explain SoftBank? Is it partly a Japanese sovereign fund...I&#x27;ve become less and less interested in its investments as it seems to simply act like a giant government money channel with questionable investments that don&#x27;t seem to make sense from a typical VC&#x2F;PE perspective. Ie is its ultimate goal not merely profit?
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klelatti大约 2 个月前
So Softbank now competes with Arm&#x27;s customers and (unless I&#x27;ve missed something on new governance arrangements) also gets access to confidential information on Arm&#x27;s customers&#x27; businesses (plans, volumes etc). Hmmm.
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jauntywundrkind大约 2 个月前
Ampere is still the only people making a decent purchaseable ARM server. Not loving the idea of there being a bunch of new debt hovering over them now.
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DeathArrow大约 2 个月前
And Google just spent five times that to acquire a cyber security startup with 1000 customers.<p>Is hardware so much less valuable?
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ksynwa大约 2 个月前
TIL .softbank is a TLD now
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pjmlp大约 2 个月前
Well, I guess it was either them or Oracle, given previous acquisition rumours.
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yapyap大约 2 个月前
Softbank is such an odd company.
zoobab大约 2 个月前
Softbank is BigOil money.
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brcmthrowaway大约 2 个月前
Did anyone get a haircut?
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NotYourLawyer大约 2 个月前
Puts on Masa.
lvl155大约 2 个月前
Are we peak ARM yet? Jokes aside, with coming decline in x86, why is AMD so slow to introduce ARM products?
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