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.
I don’t think they are thrilled, but I would expect them to have some non-compete clauses in their license that would give them some say WRT ARM’s pricing overlap with their products. No contract can legally forbid ARM from going after Ampere’s customers, but there can be penalties in terms of reduced license fees.
OTOH, I’m not sure how far Ampere’s work with Oracle Cloud and their hard booked orders give them a cushion. I haven’t heard of new products from them, and haven’t played with OCI for some time to see if there are any newer CPUs there.
Not 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?
It 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
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.
I wonder what the people at Ampere are thinking right now
I don’t think they are thrilled, but I would expect them to have some non-compete clauses in their license that would give them some say WRT ARM’s pricing overlap with their products. No contract can legally forbid ARM from going after Ampere’s customers, but there can be penalties in terms of reduced license fees.
OTOH, I’m not sure how far Ampere’s work with Oracle Cloud and their hard booked orders give them a cushion. I haven’t heard of new products from them, and haven’t played with OCI for some time to see if there are any newer CPUs there.
Wasn’t Ampere just bought by Softbank?
[dupe] https://news.ycombinator.com/item?id=47506251 (18 minutes older, 6 comments)
This is my condensed version for the SBCwiki documentation focused on the key facts without all the unnecessary marketing around it
This is substantially more useful than the marketing fluff in the press release. Probably would have made sense to post this in that thread though
Not 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?
Yeah seems like competing with your customers is a bad idea.
ARM naming a chip AGI is either the most confident product launch in history or the best marketing we have seen in years. Probably both.
Or for certain people, it makes them cringe a little whenever they see it..
I wonder if it's a joke like Arm-Generative-Intelligence or something like that.
Waiting for ARM-AGI-2
They actually said it’s coming in 2027 and ARM-AGI-3 is marked as future https://xcancel.com/mecoscorner/status/2036510613350785418
Their marketing department is smoking a lot of hopium. I will now think of it as the ARM MatMul Unit.
No, the Arm TPU is coming later.