Of course people don't realize that, and people will buy ARM stock thinking they've cracked AGI. The people running Arm absolutely know this, so this name is what we in the industry call a "lie".
It seems marketing /depends/ on conflating terms and misleading consumers. Shakespeare might have gotten it wrong with his quip about lawyers.
https://www.pbs.org/newshour/economy/att-to-drop-misleading-...
If you invest money so mindlessly that you don’t even check what you buy, then no legislation in the world will manage to protect you from your own mind
(Disclosure: I am a casual investor in ARM.)
Doesn't seem like a very credible assertion. Picking stocks in this way would remove you from the market pretty quickly.
I don't understand why this label is still a thing in the current discourse, and I hope such moves will finally help people and the industry move on.
While AArch64 represents the technical revolution they needed their business compass has just gone ever since he stepped down. This grimy stuff, and as others noted competing with your own customers, were no goes in the earlier era.
Why isn't there a minority shareholder lawsuit on the news because someone bought MSFT not realizing that Copilot isn't actually certified to fly an airliner? A certain type of people would likely just buy MSFT on a massive lever and then if the bet fails to work out sue pretending that they did not understand.
It's those out of the industry who call them lies.
No. For it to be securities fraud, Arm would need to make a materially false statement of fact that misleads investors. Naming the CPU in this way doesn't clear the bar because:
a) the name is clearly product brand, similar to how macOS Lion, or Microsoft Windows, or Ford Mustang, or Yves Saint Laurent Black Opium don't mean literally what they say)
b) Arm explicitly defines it as silicon "designed to power the next generation of AI infrastructure", with the technical specs fully disclosed
c) sophisticated investors, the relevant standard for securities fraud, can read a spec sheet
d) Arms' EVP said "We think that the CPU is going to be fundamental to ultimately achieving AGI", framing it as contribution towards AGI, not AGI itself
And no, it's not "a lie", because only an utter idiot would consider a product name an actual fact. It's a name. The Hopper GPUs also didn't ship with a lifesize cutout of Grace Hopper.
We have to keep defining AGI upwards or nitpick it to show that we haven't achieved it.
I would argue that LLMs are actually smarter than the majority of humans right now. LLMs do not have quite the agency that humans have, but their intelligence is pretty decent.
We don't have clear ASI yet, but we definitely are in a AGI-era.
I think we are missing an ego/motiviations in the AGI and them having self-sufficiency independent of us, but that is just a bit of engineering that would actually make them more dangerous, it isn't really a significant scientific hurdle.
It isn't an "AI" CPU. There is nothing AI about it. There is nothing about it that makes it more AI than Graviton, Epyc, Xeon, etc.
This was already revealed in the Qualcomm vs Arm lawsuit a few years ago. Qualcomm accused Arm of planning to sell their CPUs directly instead of just licensing. Arm's CEO at the time denied it. Qualcomm ends up being right.
I wrote a post here on why Arm is doing this and why now: https://news.ycombinator.com/item?id=47032932
Unfortunately for them, I think hardware vendors will see past the hype. They'll only buy the platform if it is very competitively priced (i.e., much cheaper) since fortune favours long-lived platforms and organizations like Apple and Qualcomm.
For the first time in our more than 35-year history, Arm is delivering its own silicon products
Thats a huge cost compared to the average RTL jockey
In case you were thinking about some other abbreviation...
I expected better from the people who brought us the ARM architecture, with A, R and M profiles.
I don’t know if it was intentional or they were so far out over their skis that they got their bathing suit caught, but it’s impressive either way.
ARMANI for short /s
Fraud is just the default lifestyle of marketers.
My realtor's last name is House
Yesterday everything was Agentic.
Everything was AI last week.
Waiting for AGI Agentic AI Crypto toilet paper to be in the supermarket shelves , next to the superseded Object oriented UML Rational Rose tuna.
Where does Agentic come into this? ARMs explanation is that future Agentic workloads will be both CPU and GPU bound thus the need for significant CPU efficiency.
https://en.wikipedia.org/wiki/How_many_angels_can_dance_on_t...
VC without a degree who has no grasp of hardware engineering failed up when all he had to do was noodle numbers in an Excel sheet.
He is so far behind the hardware scene he thinks its sitting still and RAM requirements will be a nice linear path to AGI. Not if new chips optimized for model streaming crater RAM needs.
Hilarious how last decades software geniuses are being revealed as incompetent finance engineers whose success was all due to ZIRP offering endless runway.
Unfortunately failing upwards is still somehow common, probably because the skill of parting fools from their money is still valuable.
> Arm is actively collaborating with leading Linux distributions from Canonical, Red Hat, and SUSE to ensure certified support for the production systems.
Taken from
https://developer.arm.com/community/arm-community-blogs/b/se...
That's...not much right? Maybe it's a lot times N-cores? But I really hope each individual core isn't limited to that.
Edit: 17 minutes to sum RAM?
Seeing "Arm AGI" spelled out on a page with an "arm" logo looks slightly cheesy.
But maybe it's actually a good fit for the societal revolution driven by AGI, comparable to the one driven by the DOT.com RevoLut.Ion. (dot com).
Anyways, it sounds like an A.R.M. branded version of the AppleSilicon revolution?
But maybe that's just my shallow categorization.
The TDP to memory bandwidth& capacity ratio form these blades is in a class of its own, yes?
I looked around a bit, and the going rate appears to be about $10,000 per 64 cores, or around $150 per core. Here is an Intel Xeon Platinum 8592+ 64 Core Processor with 61 billion transistors:
https://www.itcreations.com/product/144410
So that's about 500 million transistors per dollar, or 1 billion transistors for $2.
It looks like Arm's 136 core Neoverse V3 has between 150 and 200 billion transistors, so it should cost around $400. Each blade has 2 of those chips, so should be around $800-1000 for compute. It doesn't say how much memory the blades come with, but that's a secondary concern.
Note that this is way too many cores for 1 bus, since by Amdahl's law, more than about 4-8 cores per bus typically results in the remaining cores getting wasted. Real-world performance will be bandwidth-limited, so I would expect a blade to perform about the same as a 16-64 core computer. But that depends on mesh topology, so maybe I'm wrong (AI thinks I might be):
Intel Xeon Scalable: Switched from a Ring to a Mesh Architecture starting with Skylake-SP to handle higher core counts.
Arm Neoverse V3 / AGI: Uses the Arm CMN-700 (Coherent Mesh Network), which is a high-bandwidth 2D mesh designed specifically to link over 100 cores and multiple memory controllers.
It would have been unthinkable to design such a thing even a year ago, but with the arrival of AI, that seems straightforward, even pedestrian. If this design ever manifests, I do wonder how hard it would be to get into a fab. It's a chicken and egg problem, because people can't imagine a world that isn't compute-bound, just like they couldn't imagine a world after the arrival of AI.
Edit: https://news.ycombinator.com/item?id=47506641 has Arm AGI specs. Looks like it has DDR5-8800 (12x DDR5 channels) so that's just under 12 cores per bus, which actually aligns well with Amdahl's law. Maybe Arm is building the transputer I always wanted. I just wish prices were an order of magnitude lower so that we could actually play around with this stuff.
Edit: The new CPU will be built with the soon-to-be-former leading edge process of 3nm lithography.
Time will tell if ARMs owncpu is on par or better than Apple’s ARM based chips
I no longer believe this is like the dotcom. Now it feels like the 1983 video game crash.
> Arm has additionally partnered with Supermicro on a liquid-cooled 200kW design capable of housing 336 Arm AGI CPUs for over 45,000 cores.
Also just bad timing on trying to brag about a partnership with Supermicro, after a founder was just indicted on charges of smuggling Nvidia GPUs. Just bizarre to mention them at all.
This is why Meta acquired a chip startup for this reason [0] months ago.
[0] https://www.reuters.com/business/meta-buy-chip-startup-rivos...
So sad.
One can dream.
Am I right or am I misunderstanding?
Like, c’mon, this is ridiculous.
So we will see AI Toilet Paper launching in the next months.
> built on the Arm Neoverse platform
What the heck is "Arm Neoverse"? No explanation given, link leads to website in Chinese. Using Firefox translating tool doesn't help much:
> Arm Neoverse delivers the best performance from the cloud to the edge
What? This is just a pile of buzzwords, it doesn't mean anything.
The article doesn't seem to contain any information on how much it costs or any performance benchmarks to compare it with other CPUs. It's all just marketing slop, basically.
AWS Graviton5 uses the same cores, but it has 192 cores per socket.
So Graviton5 has more cores per socket, but I think that it does not support dual socket boards.
This Arm AGI supports dual socket boards, so it provides 272 cores per board, more than Graviton5 MBs.
However, this is puny in comparison with Intel Clearwater Forest, which provides 576 cores per board, and the Intel Darkmont cores are almost exactly equivalent for all characteristics with Arm Neoverse V3.