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ARM AGI CPU: Specs and SKUs

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Re: ARM AGI CPU: Specs and SKUs

#41
post #5

Earlier quoted context omitted.

I wonder what the people at Ampere are thinking right now

Softbank still owns 90% of ARM and they finished their acquisition of Ampere only a few months ago in November 2025. 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…

Damn, no wonder Ampere stopped releasing chips. They were churning them out and then just crickets.

Re: ARM AGI CPU: Specs and SKUs

#42

These processors will have very decent performance for many applications, very similar to that of AWS Graviton5, but with more cores per socket. However, the claim made by Arm: "the Arm AGI CPU, for agentic AI infrastructure, delivering more than 2x performance per rack compared with x86 platforms" is obviously false. The new Intel Clearwater Forest Xeon processors use Darkmont cores, which have approximately the sam…

> The new Intel Clearwater Forest Xeon processors use Darkmont cores, which have approximately the same performance per core, the same die area per core and the same power consumption per core as the Neoverse V3

In no world will Darkmont perform like Neoverse V3 / Cortex-X4. Darkmont is much slower.

SPECint2017

Darkmont @ 3.5 GHz boost = 7.13 points

Cortex-X4 @ 3.2 GHz = 8.20 points (+15% faster)

Source: David Huang, https://blog.hjc.im/spec-cpu-2017

Arm's Neoverse V3 136-core CPU has a 3.2 GHz base clock, so the exact same as this Cortex-X4. Your real problem arises when a 288C Clearwater Forest CPU at the highest 500W TDP means a maximum of 1.7W per core (generous, as we're excluding uncore, fabric, cache, etc.). It's probably closer to 1.5W, but let's be generous and toss in +200mW.

Darkmont will be *nowhere* near 3.5 GHz at a mere 1.7W / core power budget. It'll be much closer to 2 GHz. Sierra Forest (6780E) is 144 cores @ 350W (2.2W / core) → a pitiful 2.2 GHz base clock. Let's go crazy and assume Darkmont magically achieves +13% higher clocks (2.2 → 2.5 GHz) at 22% less power (2.2W per core → 1.7W per core) and much higher IPC.

Darkmont @ hypothetical 2.5 GHz = ~5.09 points

Neoverse-V3 @ 3.2 GHz would be 61% faster.

>The only way how the claim of Arm can be true is if they have compared their new CPUs with antiquated CPUs like the Intel Granite Rapids Xeon CPUs, instead of comparing with state-of-the-art Intel Clearwater Forest and AMD Zen 5.

Intel had a paper announcement of Clearwater Forest this month. They have not revealed SKUs: no clocks, no model numbers, nothing exists. Nobody—including Arm—will be benchmarking against a CPU that doesn't exist on the market yet.

Re: ARM AGI CPU: Specs and SKUs

#43
post #26

Earlier quoted context omitted.

Validating a core to server standards takes significantly longer. 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 clocksp…

Cortex-X4 a.k.a. Neoverse V3 has significantly lower performance per core than Zen 5. However, Neoverse V3 has a lower die area, so you could implement more cores per socket than with Zen 5, but this has not been done yet, as these new CPUs have only 136 cores per socket versus 192 cores per socket for Zen 5. For programs that do not use array operations, i.e. which do not use AVX/AVX-512 instructions, Neoverse V3 ha…

>Cortex-X4 a.k.a. Neoverse V3 has significantly lower performance per core than Zen 5.

I don't quite believe that, especially per core. In SPECint2017 from David Huang [1], Zen5 (HX 370) @ 5.1 GHz boost = 9.9 points, so Zen5 is approximately 1.94 points per GHz. But Neoverse V3 (Cortex-X4) @ 3.2 GHz = 8.2 points, so V3 is approximately 2.56 points per GHz.

Arm 64C Neoverse V3 boosts to 3.7 GHz. AMD 64C Zen5 (9575F) boosts to 5 GHz. So this rough napkin mouth would show at maximum boost Neoverse V3 is right around maximum boost Zen5.

64C Neoverse V3: 2.56 pts / GHz * 3.7 GHz = 9.47 points

64C Zen5 9575F: 1.94 pts / GHz * 5.0 GHz = 9.70 points (+2.4%)

Zen5 fares much worse at base clocks, with Arm's 64C CPU offering +40% more SPECint perf per core than Zen5 because AMD downclocks to 3.3 GHz, but Arm is still up at 3.5 GHz + huge IPC advantage.

64C Neoverse V3: 2.56 pts / GHz * 3.5 GHz = 8.96 points (+40%)

64C Zen5 9575F: 1.94 pts / GHz * 3.3 GHz = 6.40 points

I remind these are both 64C core parts. I doubt AMD will achieve +40% higher perf / core / W with Zen6, but it'll be exciting if they can do that.

[1] https://blog.hjc.im/spec-cpu-2017

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