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.
replyI wonder what the people at Ampere are thinking right now
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replyWasn’t Ampere just bought by Softbank?
replyIt 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
reply[dupe] https://news.ycombinator.com/item?id=47506251 (18 minutes older, 6 comments)
replyThis is my condensed version for the SBCwiki documentation focused on the key facts without all the unnecessary marketing around it
replyThis is substantially more useful than the marketing fluff in the press release. Probably would have made sense to post this in that thread though
replyNot 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?
replyYeah seems like competing with your customers is a bad idea.
replyI think the only ARM licensee going for the hyperscaler CPU market is Ampere. Amazon and Microsoft make CPUs for themselves and Nvidia’s are aimed exclusively at AI workloads driving their GPUs.
replyARM naming a chip AGI is either the most confident product launch in history or the best marketing we have seen in years. Probably both.
replyThey certainly are optimistic
replyOr for certain people, it makes them cringe a little whenever they see it..
replyWaiting for ARM-AGI-2
replyThey actually said it’s coming in 2027 and ARM-AGI-3 is marked as future https://xcancel.com/mecoscorner/status/2036510613350785418
replyI wonder if it's a joke like Arm-Generative-Intelligence or something like that.
replyTheir marketing department is smoking a lot of hopium. I will now think of it as the ARM MatMul Unit.
replyNo, the Arm TPU is coming later.
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