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Arm to launch its own chip in move that could upend semiconductor industry
- EireDevOps 2y agoAny non pay wall link?
- h0l0cube 2y agohttps://archive.md/5xhqP https://archive.md/5xhqP
- ksec 2y agoJust when Ampere are exploring a sell. So realistically no one is actually competing in the ARM server CPU market other than HyperScaler making their own chip. Nvidia for whatever reason doesn't seem to want to enter the General Server CPU market either. So this is pretty much ARM doing it themselves.
- PhilippGille 2y agoDon't they have the Grace CPU: https://developer.nvidia.com/grace-cpu https://developer.nvidia.com/grace-cpu And a consumer CPU planned: https://www.tomshardware.com/desktops/gaming-pcs/nvidias-arm-based-pc-chips-for-consumers-to-launch-in-september-2025-commercial-to-follow-in-2026-report https://www.tomshardware.com/desktops/gaming-pcs/nvidias-arm...
- ksec 2y agoGrace is High Performance CPU. By Server CPU I was referring to AWS EC2 or other web hosting, general high core count web hosting.
- pjmlp 2y agoAmpere might eventually be fully acquired by Oracle. https://www.theregister.com/2024/09/26/oracle_ampere_stake_cpu https://www.theregister.com/2024/09/26/oracle_ampere_stake_c...
- kgc 2y agoNvidia tried to buy ARM but was blocked.
- sebastiangorka 2y ago[dead]
- GianFabien 2y agoWith the likes of Qualcomm already having issues with ARM, I suspect that the transition to RISC-V is only going to accelerate. I wouldn't be surprised if Amazon decides to build their own CPUs using RISC-V. Apple are another possibility.
- anakaine 2y agoGenuine question: Do you think Apple will want to move their supply chain on feom the very successful M series Arm based processors, particularly when they have very performant x86 interpretation layers, killer benchmarks, and all the other selling points. I imagine at this point they will be locked in for at least one more cycle, M5, given the lead times on chip production, etc. RISC-V could be a thing, but its another massive OS move, driver move, new transcription layer(s), and potential instability, for some unproven gains at this point. Arm ramping up pricing could force the issue, I guess
- e40 2y agoIsn’t Apple immune from ARM price increases?
- tonyedgecombe 2y agoApple do pay a license fee but it isn't much. https://9to5mac.com/2023/11/29/apple-arm-licensing-revenue/ https://9to5mac.com/2023/11/29/apple-arm-licensing-revenue/
- tonyedgecombe 2y agoApple put ARM processors in a ton of things besides phones and computers. My Apple mouse and keyboard both have ARM processors in. They may well consider an alternative if it allows them to avoid the licensing fees on those devices.
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- gorjusborg 2y agohttps://archive.is/XVjpn https://archive.is/XVjpn
- uticus 2y ago> The move...could also upend the balance of power...putting Arm into competition with some of its biggest customers. This is what I don't understand. Why is this even being considered by Arm exec team?
- taffronaut 2y agoArm isn't competing with its biggest customers here. This doesn't affect their relationship with e.g. AWS or Azure (Cobalt) as those folks are not selling CPU chips on the open market. Nvidia probably couldn't care less as commodity Arm IP isn't anything they make their margins on. It affects anyone selling Neoverse server chips which is ... Ampere, but Ampere is bankrolled by Oracle and Oracle could take them in-house.