… NextSilicon is calling Arbel a “test chip,” but we think that the company is looking for a companion to its Maverick dataflow processors DFPs? that allows customers to have a fully integrated CPU that is not just a off-the-shelf X86 or Arm CPU from someone else – and does not come with a licensing … …
… Nvidia unfolded its datacenter roadmap out to 2027 in June 2024 , when we learned about the “Vera” CV100 Arm server CPUs and the “Rubin” R200 GPU accelerators for the first time. …
… Arm/SoftBank might be able to create something interesting for low latency inference from the Graphcore acquisition SoftBank it did in July 2024 and sell it to system makers, much as it is now doing with Arm server CPUs as evidenced by the AGI CPU that Arm co-created with Meta Platforms and that it… …
… But that non-X86 part of the server market grew at 192.7 percent to $36.2 billion in the quarter, which just goes to show you how the hyperscalers and clouds are deploying their own Arm servers and Nvidia is finding great success with its “Grace” Arm server CPU in its AI and HPC infrastructure. …
… The third time is indeed the charm. …
… Both of these TPU system boards, which have four sockets per board, use Google’s own Axion Arm server CPUs as hosts. …
… This strongly implies that the Feynman GPU and whatever the next generation of Arm server CPU that Nvidia pairs with it – we don’t have a codename as yet – will also have CPO ports. …
… Prior to that, he was in charge of product development at Arm server chip upstart AppliedMicro, whose Arm server CPU business laid the foundation for Ampere Computing now part of SoftBank and whose optical networking and transceiver chip business went to Macom. …