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
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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
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
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
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
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
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
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 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
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