Arm版“英伟达时刻”降临？大摩、花旗盛赞其自研CPU战略，250亿美元营收蓝图获认可

智通财经03-25

智通财经APP获悉，半导体设计巨头Arm Holdings(ARM.US)在旧金山战略发布会上宣布进军实体芯片制造领域，推出专为AI优化的Arm AGI CPU，推动股价盘前一度大涨超13%。这一重大战略转型旨在打破传统IP授权模式的增长瓶颈，通过直接销售高价值硬件捕获AI算力市场红利，预计到2031财年将推动公司总营收达到250亿美元。在Meta(META.US)、OpenAI等核心合作伙伴的...

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Morgan Stanley and Citigroup praised their self-developed CPU strategy, and the $25 billion revenue blueprint was recognized","themeId":"598a96c95bc5cd9cdc65dab3713012e3","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/8e9518a2904a261066a380b449fc2931","symbols_score_info":{"ARM":2},"content_text":"智通财经APP获悉，半导体设计巨头Arm Holdings(ARM.US)在旧金山战略发布会上宣布进军实体芯片制造领域，推出专为AI优化的Arm AGI CPU，推动股价盘前一度大涨超13%。这一重大战略转型旨在打破传统IP授权模式的增长瓶颈，通过直接销售高价值硬件捕获AI算力市场红利，预计到2031财年将推动公司总营收达到250亿美元。在Meta(META.US)、OpenAI等核心合作伙伴的支持下，Arm正积极挑战英特尔(INTC.US)和AMD(AMD.US)在数据中心领域的市场地位，华尔街研究机构对 Arm 的这一华丽转身给予了高度评价。其中，加拿大皇家银行资本市场分析师斯里尼·帕朱里在致客户的报告中写道：\"该战略从长远来看可带来显著的收入增长和盈利潜力(到2031财年每股收益超过9美元)，但也会伴随毛利率稀释(芯片业务毛利率为40%-50%，而知识产权业务毛利率在98%以上)以及渠道冲突问题。尽管关于商业模式的争论可能会持续，但我们预计该股的走势将主要取决于近期基本面，而近期基本面依然稳健，这得益于代理式AI的拐点、数据中心市场份额的增长以及CSS/v9平均售价的利好因素。\"当地时间周二，Arm首席执行官雷内·哈斯预测，公司2031年的年营收将达到250亿美元(其中150亿美元来自新款CPU)，是2025年营收水平的六倍多。该公司目标是在服务器CPU这个1000亿美元的可触达市场中占据约15%的份额，并预计在2027财年和2028财年分别实现约10亿美元的营收。摩根士丹利分析师李·辛普森表示，Arm对计算效率的关注——其Arm AGI CPU拥有多达136个V3核心，每个核心提供6 GB/s的内存带宽，延迟低于100纳秒，功耗约为300瓦——可以帮助寻求低功耗计算方案的客户，包括Meta(META.US)和OpenAI等公司。\"因此，这并不是要取代英伟达的Grace或Vera芯片，而是要用于Cerebras等公司的头节点(靠近xPU处)、F5的网络(路由)处理，甚至可能用于企业级环境中的通用CPU，\"辛普森在致客户的报告中写道。\"Arm的战略通过与云服务提供商的合作得以推进，这些云服务商寻求优化总体拥有成本并降低能耗，从而能够将更多电力预算分配给GPU计算。\"辛普森对Arm的评级为\"增持\"，目标价为135美元。他还补充称，与英特尔和AMD的产品相比，Arm的AGI CPU在成本上可能会有所折扣。Evercore ISI分析师马克·利帕西斯对Arm的赞誉更为热烈，将其比作十年前的英伟达(NVDA)。他写道：“正如十年前英伟达的GPU完美契合当时兴起的人工智能工作负载，如今Arm的CPU凭借其高能效架构和高核心数解决方案，正完美契合正在兴起的智能体人工智能工作负载，使其成为智能体工作负载的最佳‘编排者’。我们的行业调研显示，Arm已快速获得市场份额，并成为超大规模数据中心首选的AI CPU。Arm估算当前服务器CPU潜在市场规模达500亿美元，远超AMD的260亿美元，到2031财年将增长至1000亿美元——这与我们数月前的调研结果一致，表明数据中心CPU需求远超我们此前预期。”花旗分析师安德鲁·加德纳称此次CPU发布是Arm历史上\"最重大的转变\"。\"虽然Arm进军芯片制造领域在业内已是公开的秘密，但我们认为，此次公告的广度令人惊喜：其一，Arm已开发出完整的服务器芯片Arm AGI CPU，并通过ODM合作伙伴提供全系列产品支持;其二，拥有Meta和OpenAI两大关键的AI发布合作伙伴，以及其他众多客户;其三，到2031财年(截至3月31日)实现250亿美元营收和9美元每股收益，远超最乐观情景下的预期，\"加德纳写道。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2622079739","isCrawlerRequest":true}