So far Arm only designed chips. Now you will manufacture one for data centers, and goal will be your first big client

There is a lot of money invested in data centers. Maybe too much. And that is a juicy cake in which many companies want to enter. One of them is ARM, which throughout its history He had limited himself to designing chips that others then licensed and manufactured. Now they will go further, and AI is the main reason.

THE FIRST CHIP ARM. As revealed In Financial TimesARM will reveal his first chip this summer. Until now, Arm had remained outside a career in which Intel, AMD, Nvidia, Qualcomm or Apple have been the protagonists, but now they want to enter that fight.

Data centers in the spotlight. SoftBank, which has a majority participation in ARM, has ambitious plans in the data centers segment. It has allied with Openai and other companies for the colossal Stargate projectwhich will make them theoretically invest 500,000 million dollars in data centers in the US. And the company wants ARM to be part of that project with own chips that govern the servers of those data centers.

Goal as a great first client. This chip is expected to be a CPU for servers and that it is created so that it can then be customized by companies as a goal. In FT they indicate that in fact the company of Mark Zuckerberg is already the first big client of ARM in this initiative. TSMC could be in charge of the production of chips, according to sources close to the plans.

Acquisition of ampere in sight. We speak these days of the alleged advanced negotiations that They could end SoftBank buying ampere. The firm specializes precisely in the use of ARM architecture in multinuk chips Oriented to data centers.

Threat to Intel and AMD. These two companies (especially Intel) and architecture X86 have always dominated the segment of servers and data centers. However, chips with ARM architecture have begun to be an interesting option, and the alleged appearance of these Arm’s own chips could further boost their market share.

And Varapalo for Qualcomm. Qualcomm socate are references in our mobiles, but the company also takes time Working in chips for servers. In the last months Qualcomm and Ar had maintained a litigation that finally closed a few days agoand it is about to see what is the impact of this ARM project on the Qualcomm roadmap, which apparently He was also in negotiations with goal to provide chips for their data centers.

Image | ARM

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