This seems bad, doesn’t it? I already know that there has been friction between arm and their customers over higher licensing fees since the IPO just trying to put this in context.

It really is a choice for Arm to use their 2023 based mobile X4 cores instead of their current C1 Ultras for this. Hopefully they step up quickly

Not sure how to feel about this. Does this mean ARM is slowly moving from just licensing IP to actually competing with companies building on top of it?

[dupe] https://news.ycombinator.com/item?id=47506251 (18 minutes older, 6 comments)

Yeah seems like competing with your customers is a bad idea.

ARM naming a chip AGI is either the most confident product launch in history or the best marketing we have seen in years. Probably both.

Their marketing department is smoking a lot of hopium. I will now think of it as the ARM MatMul Unit.