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Arm

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Tiny silicon, colossal power: how chips shape our world
technology4 days ago

Tiny silicon, colossal power: how chips shape our world

Nature’s book review of The Chip Age argues that the semiconductor is the real backbone of modern life, tracing the history from early integrated circuits to today’s global supply chains. It highlights pioneers like Kilby and Noyce, explains ARM’s licensing-origin from Acorn, and shows how policy, subsidies, and trade battles helped build today’s chip-dominant world—led by Taiwan’s TSMC—while raising environmental, labor and geopolitical concerns that complicate the race for supremacy.

Arm’s Android DLSS Rival Shines in Neural Dawn, Powered by MegaLights
technology28 days ago

Arm’s Android DLSS Rival Shines in Neural Dawn, Powered by MegaLights

Arm unveils a DLSS-style mobile upscaling and AI-denoising stack—NSS, NSSD, and NFRU—paired with Unreal Engine 5.5 MegaLights in a full mobile title, Neural Dawn, developed with Sumo Digital. The tech runs on the latest Arm hardware with Mali GPUs to enable advanced lighting, frame generation, and real-time previews on mobile; Neural Dawn spans about two hours across four levels and was completed by a lean team in ~18 months. Arm says neural graphics can boost visuals without exceeding power and thermal limits and plans a Q4 launch on current devices, with open developer tools and assets to help others adopt the tech.

BofA boosts CPU market view, lifts AMD/ARM targets on AI demand
markets29 days ago

BofA boosts CPU market view, lifts AMD/ARM targets on AI demand

Bank of America lifts its 2030 server CPU total addressable market to over $170 billion (from $125B), arguing that agentic AI will drive a multi-year CPU demand surge that benefits both x86 incumbents and ARM rivals. The firm raises AMD’s target to $560, ARM to $335, and Intel to $135, while keeping Nvidia as its top sector pick; Qualcomm is yet to meet the AI-related upside. It emphasizes CPUs’ role in orchestration and decision-making for AI workloads beyond traditional accelerators.

Microsoft Build 2026 Preview: Windows, Copilot, and Arm Hardware on Deck
technology1 month ago

Microsoft Build 2026 Preview: Windows, Copilot, and Arm Hardware on Deck

Microsoft Build 2026 in San Francisco (June 2–3) will reveal the future of Windows with Copilot enhancements and new Arm-based hardware. This site will provide live coverage of the keynote and hundreds of developer sessions, with previews of expected announcements and updates on what Windows will look like in the coming months and years. Satya Nadella is set to deliver the keynote on June 2, and viewers can watch via the Build website or YouTube.

Nvidia unveils RTX Spark laptop chip to outpace Intel and AMD
technology1 month ago

Nvidia unveils RTX Spark laptop chip to outpace Intel and AMD

Nvidia unveiled the RTX Spark laptop superchip at GTC Taipei, pairing a Blackwell GPU with an Arm-based Grace CPU for premium Windows laptops from ASUS, Dell, HP and Microsoft this fall, with memory options up to 128GB, DLSS, and AI agent capabilities; the company is working with Microsoft and developers to ensure Arm-based software compatibility, while also announcing Vera, its data-center CPU now in full production with Vera-only rack servers coming this fall. The move targets AI, creators, and gamers, and sparked stock moves as Intel and AMD fell while Nvidia rose.

Arm’s AI-Chip Push Faces Bottlenecks as Rally Reverses
market-news2 months ago

Arm’s AI-Chip Push Faces Bottlenecks as Rally Reverses

Arm beat Q4 estimates, posting adjusted EPS of $0.60 on $1.49B revenue, but after an initial ~12% after-hours surge, the stock slid about 8% as investors weighed supply bottlenecks and higher costs from Arm’s shift into in-house AI chips. Management said AGI CPU demand has already topped $2B within six weeks, yet securing wafers, memory, and advanced packaging remains tight, leaving the revenue target for the product line at $1B through FY2027. The move into manufacturing could boost long-term growth but may pressure margins if growth slows. Analysts remain largely bullish, though the elevated expectations leave room for near-term volatility.

Nvidia Glides Higher as Arm Enters AI Chip Arena with New CPU
business3 months ago

Nvidia Glides Higher as Arm Enters AI Chip Arena with New CPU

Nvidia stock rose on Wednesday even as Arm rolled out its first data-center CPU, the Arm AGI CPU, with Meta and OpenAI among the initial customers. Arm projects about $15 billion in annual CPU revenue by 2031, but its CPU isn’t a direct GPU competitor, and Nvidia’s Vera CPUs could feel pressure later. Investors are weighing Arm’s long-term potential against Nvidia’s established lead in AI accelerators, with Nvidia shares edging up in early trading.

Arm Ventures Into Chipmaking With Its Own AGI CPU
technology3 months ago

Arm Ventures Into Chipmaking With Its Own AGI CPU

Arm unveiled its first in-house semiconductors, introducing the Arm AGI CPU designed for agentic AI tasks in data-center servers. Built by TSMC on a 3nm process, the chip is pitched as highly energy-efficient to meet surging AI compute needs. Meta is among the first customers, with OpenAI, Cerebras, Cloudflare, SK Telecom, and Rebellions also lined up, and full production expected in the second half of 2026. The move marks a shift from Arm’s licensing model toward silicon ownership and could heighten competition with AMD and Intel in the AI-focused data-center market, while underscoring Arm’s emphasis on power efficiency.