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For more than 35 years, Arm has licensed its chip architecture and collected royalties on every processor made by customers like Apple, Nvidia, Google, Amazon, Intel and Microsoft. Now Arm is becoming their competitor, making physical silicon of its own for the first time, with Meta as the initial customer. CNBC got an exclusive first look at Arm's new AGI CPU that's "ruthlessly optimized" for running AI inference in data centers, and toured the $71 million lab in Austin, Texas, that Arm built for its new CPU.
I don't get it. These chips are just a bunch of Neoverse V3 cores. Nothing really special. I'm having trouble seeing advantages it has beyond the AWS Graviton 5. And then there's Ampere, also owned by SoftBank, which has custom Arm cores, which are supposedly superior to Neoverse V3 cores. Arm and SoftBank confuse me. Or am I missing something?
