The ARM semiconductor design firm surprised the hardware industry on February 13 with the announcement that it will make a server's CPU and license its semiconductor designs to other organizations; Goal locked himself as the first partner. The movement converts the arm of a resource for companies such as Qualcomm and Nvidia into a potential competitor.
According to Financial Times, ARM executive president, Rene Haas, could show the new chip for summer.
ARM plans to make a chip for servers in large data centers
Specifically, ARM will develop and sell its own CPU destined to reside on servers for large data centers. The processor will have a customizable base architecture for different customers. More details about the chip capabilities were not available when writing.
The arm will not make manufacturing; Like many important semiconductor producers, the chip will be manufactured by Taiwan Semiconductor Manufacturing Co. (TSMC). In addition, ARM has recruited their customers, according to Reuters.
See: Data centers can reduce energy use by changing only 30 lines of code in the Kernel de Linux network, a team from the University of Waterloo found.
ARM makes most fried potatoes on the main smartphones, seeks to expand the production of AI
ARM, which has SoftBank, has a critical space in the semiconductor industry as a design company that authorizes its plans to technological giants that manage implementation and manufacturing.
Most smartphones in the world include chips designed inside the arm. For example, the Samsung Galaxy S24 and Google Pixel 8 use CPU with the capacity of arms based on arms. Apple M series chips found on iPhones are based on arms designs.
The founder of SoftBank, Masayoshi Son, plans to take advantage of the arm to build an AI production pipe, said Financial Times. SoftBank is also financing the Stargate project, an initiative based in the United States to build AI infrastructure along OpenAi, Microsoft and Nvidia.
ARM has its headquarters in Cambridge, England.
The arm chip competes with hardware powers
The ARM Association with Meta could interrupt some businesses for other important companies in servers chips, such as Intel and AMD. ARM has already advanced to Intel in AI's age because its CPUs are relatively efficient in energy. Energy efficiency can make or break the plans of the data centers in the days of the workloads of AI that achieves resources.
Selling your own chip puts the arm in direct competition with one of its customers: Qualcomm. ARM and Qualcomm have been involved in a legal battle, which resulted in a victory for Qualcomm in December 2024. ARM The terms of Nuvia's licenses with respect to arm chips. However, the jurors were undecided on whether Nuvia really broke their license contract with ARM; Therefore, the case could go to another trial.
ARM's passage to make a CPU product overlaps with the Nvidia customer base, although Nvidia is better known to GPUs. Nvidia tried to buy ARM in 2020, but was frustrated by antitrust regulators. Nvidia still has a financial participation in the arm and uses the arm for some of his designs.
