Third Generation Arm Neoverse

Third Generation Arm Neoverse

The Six Five team discusses Third Generation Arm Neoverse.

If you are interested in watching the full episode you can check it out here.

Disclaimer: The Six Five Webcast is for information and entertainment purposes only. Over the course of this webcast, we may talk about companies that are publicly traded and we may even reference that fact and their equity share price, but please do not take anything that we say as a recommendation about what you should do with your investment dollars. We are not investment advisors and we ask that you do not treat us as such.

Transcript:

Patrick Moorhead: So it’s been interesting. And the numbers are hard to pin down, I think quite frankly because of China. But Arm went from close to 0% market share in servers, to between, I’ll say 15% and 20% in about a decade. Now, the first eight years were the hardest, but now that we see the proliferation of Arm in the data center and custom design from the top CSP, and yes, I’m expecting Google to come out with an Arm based server SOC, there’s even numbers that say Arm has 40% server share in China, which is just staggering. So they’ve gone from no respect to very respected.

And most of the growth, if you followed Arm’s earnings, was because of the data center. So essentially what they came out with was a couple of things. First of all, two new Neoverse CSS products. And I stand corrected, I was corrected that CSS is not a white glove service. It is a product. Now, that product is not just off the shelf. Every customer takes in different types of capability. In fact, Microsoft Cobalt, Azure’s new, or actually overall Microsoft Arm based SOC was cited as a CSS design, which I think is pretty impressive.

The company also flashed some gen AI Neoverse performance. Again, the whole CPU. Doing it on the CPU. The industry’s dirty little secret is that holistically, more AI is done on the CPU than a GPU or an ASIC or an FPGA. Nobody really wants to talk about that because I think people view it as a weakness. And they talked about the new CSS roadmap. Didn’t go through details on it. It was basically, yeah, we’ve got a next generation for V3 that’s performance optimized, and N, which is a performance per watt optimized. They put up some benchmarks that, no, we did not run at Signal 65. But they seemed very provocative, not only on generative AI but also versus Xeon.

Author Information

Daniel is the CEO of The Futurum Group. Living his life at the intersection of people and technology, Daniel works with the world’s largest technology brands exploring Digital Transformation and how it is influencing the enterprise.

From the leading edge of AI to global technology policy, Daniel makes the connections between business, people and tech that are required for companies to benefit most from their technology investments. Daniel is a top 5 globally ranked industry analyst and his ideas are regularly cited or shared in television appearances by CNBC, Bloomberg, Wall Street Journal and hundreds of other sites around the world.

A 7x Best-Selling Author including his most recent book “Human/Machine.” Daniel is also a Forbes and MarketWatch (Dow Jones) contributor.

An MBA and Former Graduate Adjunct Faculty, Daniel is an Austin Texas transplant after 40 years in Chicago. His speaking takes him around the world each year as he shares his vision of the role technology will play in our future.

SHARE:

Latest Insights:

Meta and Oakley Introduce Oakley Meta HSTN, a New Category of Performance AI Glasses Tailored for Athletes and Fans
Olivier Blanchard, Research Director at Futurum, shares insights on Oakley Meta HSTN - smart glasses from Meta and Oakley that blend AI, 3K video, and sport-focused design for hands-free performance and real-world utility.
Jim O'Dorisio, SVP & GM at HPE Storage, joins David Nicholson and Keith Townsend to share insights on transforming storage strategies for a data-driven world, the integration of AI in data management, and the imperative of cyber resilience.
HP and Google Push Enterprise Video Communication Into the 3D Era With AI-Powered, Wearable-Free Conferencing
Olivier Blanchard, Research Director at Futurum, shares his insights on HP Dimension with Google Beam and how it aims to transform executive collaboration with AI-powered 3D meetings, without wearables or headset friction.
Coherent’s Fiber-Based Femtosecond Laser Enters the Market With Sub-350 Fs Performance and Low Power Draw for Precision in Optogenetics and Microsurgery
Ray Wang, Research Director at Futurum, explores how Coherent’s Osprey laser brings precision and efficiency to microsurgery, optogenetics, and device manufacturing.

Book a Demo

Thank you, we received your request, a member of our team will be in contact with you.