Amazon reportedly in talks to become an anchor investor in Arm's IPO (opens in new tab)

What industry shift? You can barely buy RISCV parts and they're slower than comparably equipped ARM cores. Will things be different in 10 years? Maybe, but that's a long way away and you still have to build out capacity today.

People presage all sorts of things on hn based solely on hype on hn. I see this constantly - people repeating/regurgitating things here that they read on here. That's the definition of an echo chamber.

No matter what happens with riscV having any amount of control or a board seat or large amounts of votes on what ARM does is just smart given that there is a big risk that ARM when public decides “ya know, going forward we want to change terms for our license to start making some real money..”.. basically that one choice could dramatically impact any ARM licensee company with big exposure to license fees. So it’s a smart idea to have involvement in ARM. My hope is enough companies do this that they decide to keep it private and make this an open consortium that benefits all licensees.

Apple, Samsung and Amazon are all leading the investment charge here.

This is a great read: https://www.ft.com/content/f24243bd-c54c-45b2-b1af-5ae3b2d51...

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The chip sector, like much of the tech world, is also in the throes of a valuation shift as investors try to identify which companies will benefit from the much-anticipated generative AI boom, and which will be left by the wayside. Any of these issues would complicate an IPO but taken together they make for a particularly challenging share sale.

I think the question is, when Arm architecture is really just a fringe technology in AI, and if the thesis that these companies are spreading their bets to make sure they don’t miss the AI chip revolution, what is it that’s so interesting about this architecture? What do their analysts see as a possibility that makes them put a strong buy on the IPO?

And don’t forget this is the fallback strategy due to the failed acquisition by Nvidia (which clearly does have an AI strategy). Nvidia wanted to add their graphics and ai chip capabilities into the ARM portfolio — and now the companies are striking up a partnership to do just that.

Low cost, low power AI anyone? Seems the most likely answer to your question. And Amazon has proven the ARM model with AWS, so it makes sense for them to lead the IPO as an anchor.

This deal gives you a preview of the next 3-10 years digital future, if you’re paying attention, and the direction the big money is betting on.

Just my opinion.