It isn't an "AI" CPU. There is nothing AI about it. There is nothing about it that makes it more AI than Graviton, Epyc, Xeon, etc.
This was already revealed in the Qualcomm vs Arm lawsuit a few years ago. Qualcomm accused Arm of planning to sell their CPUs directly instead of just licensing. Arm's CEO at the time denied it. Qualcomm ends up being right.
I wrote a post here on why Arm is doing this and why now: https://news.ycombinator.com/item?id=47032932
For the first time in our more than 35-year history, Arm is delivering its own silicon products
Fraud is just the default lifestyle of marketers.
In case you were thinking about some other abbreviation...
I don’t know if it was intentional or they were so far out over their skis that they got their bathing suit caught, but it’s impressive either way.
> No. I would not use it as the product name. “AGI CPU” will be read as artificial general intelligence, not “agentic AI infrastructure,” so it invites confusion and sounds hypey.
To bad these executives seemingly don't have access to ChatGPT.
Oh god! Mistral tell me it's highly polarizing, will make the buzz and it's risky but anyway people will know that ARM is doing CPU again now (maybe I did put too many context).
ARMANI for short /s
My realtor's last name is House
When I lived in Austin, it seemed like a third of boys born were being named Austin. I presume many of them will end up living there as adults but not because of this particular bias, because they were raised there and have family’s there seems to be a more likely driver.
VC without a degree who has no grasp of hardware engineering failed up when all he had to do was noodle numbers in an Excel sheet.
He is so far behind the hardware scene he thinks its sitting still and RAM requirements will be a nice linear path to AGI. Not if new chips optimized for model streaming crater RAM needs.
Hilarious how last decades software geniuses are being revealed as incompetent finance engineers whose success was all due to ZIRP offering endless runway.
Unfortunately failing upwards is still somehow common, probably because the skill of parting fools from their money is still valuable.
Now the talent is going to other places for a variety of reasons, not all due to Sam (one of which is little room for options to grow). However it’s hard to believe his tanking reputation is not badly hurting the company. Other than Jakub and Greg, I believe there are not many top tier people left, those in top positions are there because they are yes-men to Sam.
Where does Agentic come into this? ARMs explanation is that future Agentic workloads will be both CPU and GPU bound thus the need for significant CPU efficiency.
This is why Meta acquired a chip startup for this reason [0] months ago.
[0] https://www.reuters.com/business/meta-buy-chip-startup-rivos...
One can dream.
I haven't ever ordered an ARM SoC but I also wouldn't be surprised if there were significant parts that they left up to integrators before - PLLs, pads, SRAM etc.
> Arm has additionally partnered with Supermicro on a liquid-cooled 200kW design capable of housing 336 Arm AGI CPUs for over 45,000 cores.
Also just bad timing on trying to brag about a partnership with Supermicro, after a founder was just indicted on charges of smuggling Nvidia GPUs. Just bizarre to mention them at all.
> built on the Arm Neoverse platform
What the heck is "Arm Neoverse"? No explanation given, link leads to website in Chinese. Using Firefox translating tool doesn't help much:
> Arm Neoverse delivers the best performance from the cloud to the edge
What? This is just a pile of buzzwords, it doesn't mean anything.
The article doesn't seem to contain any information on how much it costs or any performance benchmarks to compare it with other CPUs. It's all just marketing slop, basically.