![]() It may not necessarily stop Apple from doing its own design with M1, but creating standards helps with adoption up-front. This is an effort by Arm to increase standardization by its partners. Again, the more Arm can expand its ecosystem, the more IP it licenses so when we hear Intel discuss OneAPI for its xPU strategy (some powered by Arm cores) we have to remember that Arm needs to do the same, and more, for its ecosystem partners. To that end, Arm is investing in a number of technologies and a number of fronts to enable its ecosystem. When your NIC is running a Linux distribution such as Ubuntu and is addressable independently, the paradigm of computing changes. In Arm’s presentation, the picture of the Marvell Octeon SmartNIC struck me as a great example of how the shape of computing is changing. We have a lot of DPU coverage on STH already and have several NVIDIA BlueField-2 cards running for a future piece. It is important to remember that there is a much larger (and perhaps more exciting) market out there as 5G creates new infrastructure demands and new security/ network processing needs. We often discuss CPUs in terms of EPYCs, Xeons, Ampere Altra ( Max), AWS Graviton, and others. The key takeaways are that Arm has the E1 platform for lower-power or higher-efficiency cores, the V-series for high performance per core or lower-efficiency cores, and the N-series which is in the middle, but closer to the V1. ![]() With that said, here is the current Arm Neoverse Roadmap. Bringing this back to other ecosystems, this is Arm discussing the parts of its IP that will be competing with AMD EPYC 7004 Genoa, Intel Xeon Sapphire Rapids, and in perhaps some small segments IBM POWER10. That IP is then licensed to partners who take Arm IP, and add in 3rd party IP or create their own and create products. ![]() Arm Neoverse N2 and V1 at Arm Tech Day 2021: The Overviewįirst off, we need to level-set on what is being presented. If you read STH’s forward-looking articles simply to stay informed, feel free to skim the first page and we will link relevant bits when they become relevant in future STH coverage. As a result, we are going to cover the summary on page 1, then go into more detail on subsequent pages. ![]() Today’s announcements are more focused on future products rather than today’s products, and more precisely, are parts of the total package required to make future processors. We also recognize that we have many practical readers looking to evaluate what they can purchase. For STH readers who are interested in the next-generation of Arm CPU technology, there was a lot in the Arm Tech Day 2021 presentations that we are going to cover. Earlier this month, Arm held a Tech Day where it discussed next-generation technologies. ![]()
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