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
heuristo 2 hours ago [-]
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.
HeyMeco 2 hours ago [-]
I wonder what the people at Ampere are thinking right now
rbanffy 12 minutes ago [-]
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.
This is my condensed version for the SBCwiki documentation focused on the key facts without all the unnecessary marketing around it
swiftcoder 2 hours ago [-]
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
lucasay 1 hours ago [-]
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?
grahammccain 1 hours ago [-]
Yeah seems like competing with your customers is a bad idea.
soumyaskartha 1 hours ago [-]
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.
fyrn_ 1 hours ago [-]
Or for certain people, it makes them cringe a little whenever they see it..
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.