The only way is stack! Arm wants to build its own CPU server for hyperscalers, reports say, and AMD won’t be happy
Posted by:
James Thompson
Arm, a leading microprocessor architecture designer, is reportedly considering a strategic shift to develop and sell its own CPUs, potentially competing with its current partners like Apple, Qualcomm, and AMD. The company’s Japanese owner, SoftBank, is in the process of acquiring Ampere Computing for $6.5 billion, a move that could enable Arm to expand into the data center and AI markets. However, this move poses risks as it could potentially strain relationships with its existing customers.
According to sources, Arm is actively recruiting talent from its own partners and competitors as it moves towards producing its own silicon. This shift could disrupt the industry by changing the perception of Arm from a neutral player to a direct competitor. The move could also lead to increased competition with established players like Qualcomm and Nvidia. Arm’s ambitions to develop custom AI chips for data centers further indicate its intent to diversify its offerings.
While Arm has not officially confirmed these reports, the industry remains speculative about the potential impact of Arm’s entry into the CPU market. This strategic shift could have significant implications for the semiconductor industry and the competitive landscape in the coming years.
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