| | | QHT, Engineer, Curious, re: ARM developing its own data center CPU
A couple of articles below by Charlotte Trueman. One dated May 2024, Arm set to launch first AI chips in 2025, makes it clear ARM outright lied in its QCOM trial,
Re: 8) ARM gets on the stand and lies that it isn't going to compete with its customers
Questions >>>>>>>>>>>>>
1) What would prevent QCOM from filing a new lawsuit against ARM if it was determined their new data center CPU used some of Nuvia’s / QCOM IP / technology/ patents?
2) How difficult would it be to discover / prove use of QCOM/ Nuvia tech.
3) As indicated in the 2nd article, Arm was on record of pursuing a CPU chip as of May 2024. Arm denied that QCOM claim during their trial.
How do judges react to being lied to / ought-right lies?
Also interesting is the QCOM partnership with Ampere. (May 2024 article)
Ampere scales CPU to 256 cores and partners with Qualcomm on cloud AI | VentureBeat
>>>>>>>>>>>>>>>>>
Arm to release its own data center CPU, secures Meta as first customer
February 14, 2025
By Charlotte Trueman
Arm to release its own data center CPU, secures Meta as first customer
The chip is expected to be available before the end of the year
Arm is set to release its own chip before the end of this year, having reportedly secured Meta as its first customer for the project.
According to a report in the FT, the chip is expected to be a data center CPU, built on a customizable base. Its production will be outsourced to manufacturers such as TSMC.
The move marks a departure from Arm’s traditional business model of designing and then licensing out its chip IP to companies, including Apple, Google, Microsoft, Nvidia, and Qualcomm, the latter of which Arm is already involved in a legal battle with regarding an alleged breach of licensing terms.
By launching its own silicon, Arm would be in direct competition with some of its customers, a position chip companies are unlikely to welcome.
Reports that UK-based Arm was developing its own chips first surfaced in May 2024, when it was alleged that the company had created a chip division with the aim of producing a prototype product by Spring 2025, with mass production expected to follow in the Fall of that same year.
SoftBank, the Japanese conglomerate that bought Arm in 2016 for $32bn and owns a 90 percent stake in the company, was reportedly already negotiating with TSMC and other unnamed companies in order to secure production capacity.
According to the FT, SoftBank’s rumored Ampere takeover considerations are “central” to Arm’s chipmaking project. Citing people familiar with the plans, the deal could see Ampere valued at $6.5bn. In addition to that alleged acquisition, Masayoshi Son's SoftBank has recently pledged to invest $19bn in OpenAI's $500bn Stargate AI data center project.
Arm declined DCD's request for comment, while SoftBank did not immediately respond.
Earlier this week, it was reported that Meta was in talks to acquire South Korean AI chip startup FuriosaAI to support its own internal chip-making efforts.
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Arm set to launch first AI chips in 2025
May 13, 2024
By Charlotte Trueman
Arm set to launch first AI chips in 2025
Parent company SoftBank currently in negotiations to secure production capacity
Arm is reportedly set to launch its first AI chip next year.
According to a report from Nikkei Asia, the UK-based chipmaker is creating an AI chip division with the aim of producing a prototype product by Spring 2025. Mass production of the new chips is expected to start in the Fall of that same year.
SoftBank, the Japanese conglomerate that bought Arm in 2016 for $32 billion and owns a 90 percent stake in the company, is reportedly already negotiating with TSMC and other unnamed companies in order to secure production capacity.
It’s expected that Arm will cover the majority of the initial development costs, which Nikkei reported could reach hundreds of billions of yen (hundreds of millions of US dollars). If the venture is successful, the division could potentially be spun out from Arm and placed directly under its parent company.
Since SoftBank took Arm public in 2023, shares in the chipmaker have risen by almost 50 percent, with the biggest growth occurring after the company announced earlier this year that it would be looking to further support AI applications.
Last week it was reported that SoftBank was in talks to acquire struggling UK AI chip maker Graphcore, although a final deal is not expected to be reached imminently.
Separately, it has previously been reported that SoftBank’s founder Masayoshi Son was looking to raise $100 billion to build an AI chip venture dubbed Izanagi to compete with Nvidia.
On May 8, Arm posted its Q4 2024 financial results, which saw the company achieve fourth-quarter revenue of $928 million, a 47 percent year-over-year rise. This was largely driven by the company’s licensing business which saw 60 percent growth during the quarter.
In a letter to shareholders, the company attributed the double-digit growth in this segment to “multiple high-value agreements and the increased demand for Arm’s power-efficient technology for AI from data centers to Edge computing.” |
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