Sources: Arm is recruiting executives from its own customers in a push to sell its own chips, and is competing against Qualcomm to sell data center CPUs to Meta
Arm (O9Ty.F) has begun recruiting from its own customers and competing against them for deals as it pushes toward selling its own chips …
Reuters
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Discussion
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@masasoncap
@masasoncap
on x
Big news. $ARM +6% “Arm's chip is expected to be a central processing unit (CPU) for servers in large data centres and is built on a base which can then be customised for clients including Meta” Lot of market share to win from $INTC over the long-run if they're successful
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@dylanonchips
@dylanonchips
on x
Arm executive Mohamed Awad on growing the company's infrastructure business beyond existing customers like AWS, Microsoft, Google and Nvidia: “There's a lot of other players, a lot of other big players out there, quite candidly, and we're going to continue to work with them...”
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r/hardware
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on reddit
Arm secures Meta as first customer for ambitious new chip project