In 2025 the technology giants will dedicate a lot, a lot of money to data centers. Microsoft speaks of 80,000 million dollars of investment and google of 75,000 million. Not to mention Stargate projectwho plans to go further and Invest 500,000 million dollars With softbank and openai as protagonists. And precisely SoftBank seems to be preparing an important movement to take advantage of this true gold fever.
Ampere in the spotlight. As indicated in Bloomberg, SoftBank is in advanced negotiations for the acquisition of ampere. The firm designs and manufactures processors for servers in data centers, and does so using ARM technology.
6,500 million valuation. Ampere is participated in 29% by Oracle, and the current estimate of its value is around 6,500 million dollars. In 2021 SoftBank already negotiated a possible investment that placed the ampere value at 8,000 million dollars, but since then the competition and evolution of the semiconductor market has made this assessment change.
ARM would have a great ally. Wednesday ARM presented Your fiscal results. Although income grew 19%, he warned that he would not be able to reach the maximum income for the income of 2025 he had previously advanced. That caused a fall of 6% of its actions. The company, which is the pillar of the mobile segment, has long tried to make the leap to the market and AI market, and ampere would be an interesting ally in that area.
Promising chips. Ampere presented its ampereone processors last year, which is expected this year they reach Have a version of 256 cores. This chip, manufactured with 3 Nm photolithography, will have an important competitive advantage: efficiency, something crucial for data centers.
Attracting data centers. Precisely having more efficient chips and that consume less energy is increasingly important for data centers, than They threaten with “swallow” up to 1,000 power in 2026.
Truce between ARM and Qualcomm? There is one more interesting factor. Qualcomm is current ampere ally since both are developing an inference chip of the set. The funny thing here is that ARM was involved in a legal process with Qualcomm. However Cristiano Amon, CEO of Qualcomm, He indicated Wednesday At the Conference for Investors, he stressed that ARM had withdrawn the demand for violation of the license agreement. That announcement seems to be able to be related to the negotiations between SoftBank and Ampere: if Arm “has made peace” with Qualcomm, a possible ampere-anm-qualcomm triplet raises important advantages in order to compete in a market as complex as this.
Image | Miki Yoshihito |