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Automotive Upate at Arm DevSummit from VW

Automotive Upate at Arm DevSummit from VW
by Daniel Payne on 10-20-2020 at 10:00 am

audi etron

Although our family has down-sized to just one vehicle, my dream car is still a Tesla, both because it’s an EV and they have a vision for autonomous vehicles. At the recent Arm DevSummit I watched a fireside chat with Alexander Hitzinger, CEO of Artemis, the skunkworks at Audi, part of the Volkswagen Group.  I knew that Audi … Read More


A Look Inside the Cloud at the Arm DevSummit 2020

A Look Inside the Cloud at the Arm DevSummit 2020
by Mike Gianfagna on 10-13-2020 at 10:00 am

Executive roundtable speakers

Virtual conferences are getting better all the time. Easy-to-navigate agendas, good production value in terms of visual presentation, professionally produced video segments and interspersed live events all contribute to the experience. Arm held their developers’ summit in the US on October 6-8, and it had all the attributes… Read More


Arm Mobility and Industrial Advances in Safety, Flexibility

Arm Mobility and Industrial Advances in Safety, Flexibility
by Bernard Murphy on 10-08-2020 at 6:00 am

Arm Pushes Mobility, Industry

Again on the theme of rationalizing NVIDIA’s $40B acquisition of Arm, two more hot areas for growth are mobility and industrial automation markets. NVIDIA is already strong in intelligent mobility and Arm is is virtually everywhere in the modern car. Ditto for robotics in industry. In fact the two domains have significant overlap:… Read More


Arm Neoverse. Central to NVIDIA Strategy?

Arm Neoverse. Central to NVIDIA Strategy?
by Bernard Murphy on 10-06-2020 at 6:00 am

Arm Neoverse

I’ve covered Arm Neoverse updates a few times already, a span of products with application from the cloud through infrastructure to the edge. Logical strategy of course but Arm has been delivering some impressive wins suggesting this is more than just a loose marketing concept. Overlap with NVIDIA in datacenters and supercomputing… Read More


How an Nvidia/ARM deal could create the dominant ecosystem for the next computer era

How an Nvidia/ARM deal could create the dominant ecosystem for the next computer era
by Michael Bruck on 09-04-2020 at 6:00 am

PC operating profits

Over the past few weeks, there have been numerous reports about Nvidia’s overtures to acquire Arm. The news has mostly been obsessed about the $31 billion that Arm’s current owner, Softbank, paid for Arm and whether Nvidia could pay such an eye-watering price to buy this asset. There is also pushback from Herman Hauser who was one… Read More


Interface IP Category to Overtake CPU IP by 2025?

Interface IP Category to Overtake CPU IP by 2025?
by Eric Esteve on 07-09-2020 at 6:00 am

Top 5 Forecast 2020 2024

The Interface Design IP market explodes, growing by 18% in 2019, with $870 million, when CPU IP category grew by 5% at $1,460 million. In fact, Interface IP market is forecasted to sustain high growth rate for the next five years, as calculated by IPnest in the “Interface IP Survey 2015-2019 & Forecast 2020-2024”, to reach $1,800… Read More


Arm Rings the Bell in Supercomputing

Arm Rings the Bell in Supercomputing
by Bernard Murphy on 07-08-2020 at 6:00 am

Fugaku

Late last year I wrote about Arm’s efforts to play a role in servers, in AWS, and particularly Arm-based supercomputing, in the Sandia Astra roadmap and in partnering with NVIDIA who are in the Oak Ridge Summit supercomputer. These steps came, at least for me, with an implicit “Good for them, playing a role on the edges of these challenging… Read More


Tears in the Rain – Arm and China JVs

Tears in the Rain – Arm and China JVs
by Jay Goldberg on 07-03-2020 at 10:00 am

Tears in the Rain – Arm and China JVs

We always warn clients that even in the best of times, Joint Ventures (JVs) in China always end in tears. And we are far from the best of times right now. There is a major example of this playing out right now with Arm China.

Arm’s China JV is, to put it simply, a bit of a mess. The Board has fired the CEO, but he has refused to leave. And owing… Read More


Arm Reinforces the Mobile Fortress

Arm Reinforces the Mobile Fortress
by Bernard Murphy on 06-02-2020 at 6:00 am

Arm Mobile 2020 Announcement

Arm did it again. They continue to press their advantage, most recently with an announcement on their 2020 release of cores for mobile applications, in Cortex-A, in what they now call Cortex-X custom cores, in Mali GPUs and in the next generation of their Ethos neural net core.

Paul Williamson, VP GM of the client line of business,… Read More


Arm Inches Closer to Supercomputing

Arm Inches Closer to Supercomputing
by Bernard Murphy on 12-04-2019 at 6:00 am

Summit supercomputer

When it comes to Arm, we think mostly of phones and the “things” in the IoT. We know they’re in a lot of other places too, such as communications infrastructure but that’s a kind of diffuse image – “yeah, they’re everywhere”. We like easy-to-understand targets: phones, IoT devices, we get those. More recently Arm started to talk about… Read More