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ARM naming a chip AGI is either the most confident product launch in history or the best marketing we have seen in years. Probably both.
I can only imagine that their boardroom minutes included heated exchanges between their legal and marketing teams.
This seems bad, doesn’t it? I already know that there has been friction between arm and their customers over higher licensing fees since the IPO just trying to put this in context.
I wonder what the people at Ampere are thinking right now
This seems bad, doesn’t it? I already know that there has been friction between arm and their customers over higher licensing fees since the IPO just trying to put this in context.
I wonder what the people at Ampere are thinking right now
I'm a chip designer and a chip this complicated takes about 3 years from start to actual silicon so it would have started well before Softbank started their acquisition process of Ampere.
The press release says it was co-developed with Meta who has a growing custom chip team. Normally these chips like Amazon's Graviton or Google's Axion are designed for their own data center use only and rented to customers. This ARM chip sounds like Meta and other companies will all be able to buy chips for their own data centers.
I'm guessing Softbank will get ARM and Ampere to align on future chips or just merge Ampere completely into ARM.
[dupe] https://news.ycombinator.com/item?id=47506251 (18 minutes older, 6 comments)
It really is a choice for Arm to use their 2023 based mobile X4 cores instead of their current C1 Ultras for this. Hopefully they step up quickly
V4 cores should be out this year using X925 and C1 Ultra-based V5 will probably be 2027-2028.
I suspect that X4 is already fast enough to beat EPYC in per-core performance when using the whole chip. ARM caught up/passed x86 in IPC all the way back around A77/78 in 2019-2020. They are now much faster per clock and hitting about the same all-core clockspeeds as standard EPYC (let alone zen5c EPYC).
The big issue is that Graviton5 is already starting to hit the market and uses the same v3 cores. A lot of marketshare for this chip will probably come from taking Ampere customers.
Their marketing department is smoking a lot of hopium. I will now think of it as the ARM MatMul Unit.
This seems bad, doesn’t it? I already know that there has been friction between arm and their customers over higher licensing fees since the IPO just trying to put this in context.
Not sure how to feel about this. Does this mean ARM is slowly moving from just licensing IP to actually competing with companies building on top of it?
SB likes 10x buys.
This seems bad, doesn’t it? I already know that there has been friction between arm and their customers over higher licensing fees since the IPO just trying to put this in context.
This is great for consumers. More options leads to more choices means more competition means lower prices. Which group is it bad for?