Arm's Nasdaq Ascent: Capitalizing on the AI Wave alongside Nvidia's Triumphs
Portfolio Pulse from Anusuya Lahiri
Arm Ltd, owned by Softbank Group Corp, is preparing to file for a Nasdaq IPO, with a potential valuation of $60 billion - $70 billion. The company is expected to raise $8 billion - $10 billion. Investors are keen to understand how Arm plans to diversify beyond its mobile-chip designs, which have been used by Apple Inc and Amazon.com Inc. Despite CEO Masayoshi Son's optimism about Arm's role in the AI boom, some analysts remain skeptical. Nvidia Corp has emerged as the prime beneficiary of the AI surge, but Arm could potentially collaborate with Nvidia due to its energy-efficient CPUs.
August 21, 2023 | 6:01 pm
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POSITIVE IMPACT
Nvidia has emerged as the prime beneficiary of the AI surge. However, there's potential for collaboration with Arm due to its energy-efficient CPUs.
Nvidia has been the prime beneficiary of the AI surge. However, there's potential for collaboration with Arm due to its energy-efficient CPUs, which could positively impact Nvidia's stock price.
CONFIDENCE 80
IMPORTANCE 70
RELEVANCE 70
POSITIVE IMPACT
Softbank's owned company, Arm Ltd, is filing for an IPO. This could potentially increase the value of Softbank's assets.
The IPO of Arm Ltd could potentially increase the value of Softbank's assets, leading to a positive impact on Softbank's stock price.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100
NEUTRAL IMPACT
Apple has leveraged Arm's mobile-chip designs. The success of Arm's IPO could potentially impact Apple's future collaborations with Arm.
Apple has used Arm's mobile-chip designs in the past. The success of Arm's IPO could potentially impact future collaborations between the two companies.
CONFIDENCE 80
IMPORTANCE 60
RELEVANCE 50
NEUTRAL IMPACT
Amazon has leveraged Arm's mobile-chip designs. The success of Arm's IPO could potentially impact Amazon's future collaborations with Arm.
Amazon has used Arm's mobile-chip designs in the past. The success of Arm's IPO could potentially impact future collaborations between the two companies.
CONFIDENCE 80
IMPORTANCE 60
RELEVANCE 50