The Six Five team discusses Third Generation Arm Neoverse.
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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.
