ARM already have some "AI" IP, the Ethos NPU [1]. I work with a team that recently embraced it, replacing a custom in-house solution. I wonder if ARM will scale

ARM already have some "AI" IP, the Ethos NPU [1]. I work with a team that recently embraced it, replacing a custom in-house solution. I wonder if ARM will scale that up, or if their new AI division will go for something completely new. I wonder if it would be cheaper just to acquire a company like Tenstorrent instead. [1] https://www.arm.com/products/silicon-ip-cpu/ethos/ethos-u85 https://www.arm.com/products/silicon-ip-cpu/ethos/ethos-u85