ARM Cores Target AI-powered Future

Release time:2017-06-05
author:Ameya360
source:EE Times
reading:1563

  ARM plc Monday (May 29) announced its two new application processor cores, the high-end Cortex-A75 and the mid-range Cortex-A55, as part of an ambitious goal to accelerate AI adoption and get an ARM processor core into every IoT device by 2035.

  The Cortex-A75 offers performance increases versus previous generations, while the Cortex-A55 delivers both performance and efficiency increases. Both cores come with a level of configurability which makes them suitable for all the Cortex-A family’s markets, in contrast to previous cores which have been optimized for specific applications (for example, the A73 for mobile applications or the A72 for servers).

  Both cores are based on ARM’s brand new DynamIQ technology, which the company is heralding as a way to redefine multi-core processing.

  “DynamIQ is a fundamental change to the way we build Cortex-A clusters,” said John Ronco, vice president of marketing for the CPU Group at ARM. “There can now be 8 CPU cores in a cluster that are totally different [to each other], different micro-architectures, different implementations, they can run on different voltage domains, at different frequencies... a lot more flexibility has been introduced.”

  Previously, with ARM’s big.LITTLE scheme, larger cores could be used alongside smaller cores to allow the smaller ones to be used whenever possible to save power. However, there were limitations: only two sizes of core could be used, and they had to be in separate clusters. They also had to have the same setup for power consumption and performance.

  DynamIQ allows a more mix-and-match approach, with heterogeneous core types in the same cluster, that can be configured or optimized differently. It also includes an upgraded memory subsystem to deal with data flowing between the different cores, and a new specific instruction set for AI tasks.

  Ronco gave the example of mid-range CPUs in the mobile arena that may previously have used identical cores, such as eight Cortex-A53s -- these setups will likely transition to one big core with seven littles (ie, an A75 plus seven A55s). While this would involve a minor increase in area, it would allow almost double the single thread performance, useful for app start time and other user experience criteria that make a big difference to smartphone applications.

  While ARM expects the new cores to be used in a wide variety of applications, a key market for DynamIQ-based CPUs is machine learning. The company’s aim is to accelerate AI adoption by improving core performance by a factor of 50 in the next 3-5 years, based on architecture evolution, new micro-architecture features and software optimizations.

  “There is lots of innovation going on in machine learning, but it is not a one size fits all problem,” said Ronco. “There will be lots of types of machine learning, and lots of different solutions. For a whole range of workloads, running them on the CPU is going to make sense, particularly for inference at the edge. What we’ve done with DynamIQ is really pushing forward what can be achieved from a machine learning point of view.”

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ARM CEO Says Agentic AI May Drive CPU Core Counts to 512 as GPU-CPU Ratios Become Less Relevant
  The rise of agentic AI is fueling fresh debate over the future GPU-to-CPU balance in AI systems, with Arm CEO Rene Haas now weighing in on the discussion. According to a transcript published by Investing.com, Haas said that while CPUs may not outnumber GPUs on a chip basis, they could from a core-count perspective.  Haas noted that overall CPU demand is likely to increase significantly as agentic AI scales, with data centers potentially requiring more than four times today’s CPU capacity. He said this could create a data center CPU market opportunity exceeding US$100 billion by 2030.  At the same time, Haas emphasized that the industry is seeing not only an explosion in overall CPU demand, but also rapid growth in the number of cores per CPU. According to Haas, many agentic AI workloads involve independent jobs, flows, or batches running on dedicated CPU cores, increasing the need for higher-core-count processors.  Haas used Blackwell, Rubin, and other large AI accelerators as examples, noting that these chips are already approaching reticle limits, meaning their size is constrained by the maximum area a lithography mask can print. In contrast, he said CPU core counts could still double or even quadruple over the coming years.  Haas noted that the Arm AGI CPU already features 136 cores, significantly higher than many competing offerings. Looking ahead, he said the industry is likely to move toward 256-core and even 512-core CPU designs. He added that such high-core-count architectures play to Arm’s strengths, as efficiency per core becomes increasingly critical at larger scales.  Mydrivers notes that AMD and Intel are moving in a similar direction. AMD’s 2nm Zen 6-based EPYC processors are already expected to reach up to 256 cores with SMT multithreading support, while Intel’s all-E-core Xeon processors have reached 288 cores, with the next generation expected to scale to as many as 512 cores.  Regarding the Arm AGI CPU launched at the company’s Arm Everywhere event last quarter, Haas said customer response has been “very strong.” He added that customer demand across fiscal 2027 and fiscal 2028 has already exceeded US$2 billion, more than double the level projected at launch.
2026-05-11 13:48 reading:429
AMEYA360:Arm’s Gambit Could Rattle Relationships
  In anticipation of one of the biggest IPOs of the year, Arm is changing its licensing model and developing its own mobile processors — moves that are being contested by some of its biggest customers and device makers and will dramatically shift market dynamics and the supply chain.Arm’s Gambit Could Rattle Relationships.  Almost all smartphone and tablet vendors currently use Arm-based processors for their devices, purchasing them from Qualcomm, MediaTek, Samsung, and HiSilicon. Currently Arm collects a licensing fee for each chip manufactured.  Instead of licensing its technology to semiconductor companies such as Qualcomm and MediaTek, collecting around 1 percent to 2 percent of the chips’ selling price, Arm wants to collect a percentage of the devices’ average retail value. According to some sources, Softbank and Arm are trying to collect a substantial share of the revenues of mobile device vendors.  Arm’s clout in the mobile market is considerable. Last month, Arm’s owner Softbank released its 2023 financial report highlighting the increase of Arm’s technology adoption across the entire computing ecosystem, including mobile, gaming, automotive, and billions of microcontrollers.  At the same time, Softbank’s financial report acknowledged that a principal risk to Arm’s business was the “significant concentration” in its customer base. In 2022, 86 percent of its revenue came from the company’s 20 biggest customers, so “the loss of a small number of key customers could significantly impact the group’s growth.”
2023-04-25 11:22 reading:2468
Arm Grabs Stream for IoT Services
Arm acquired Stream Technologies (Glasgow) in an effort to grow a business in paid services for devices on the Internet of Things. The move comes as the IoT is still in an early stage but widely seen to have huge potential with services expected to be one of its hottest sectors.Stream, a private company founded in 2000, claims that its connectivity management software and services are used by 770,000 devices carrying 2 terabytes of traffic daily. Though mainly focused on cellular, its offerings are network-agnostic, also supporting LoRa and satellite nets carrying IP and non-IP data.Stream serves a wide variety of applications including asset tracking, smart meters, and the U.K.’s National Rail system. Its services include support for billing and the so-called embedded subscriber identity module (eSIM), a software-based cellular ID. Earlier this year, Arm rolled out software that it called Kigen OS to enable eSIM on its cores.Arm will integrate Stream’s products into its nascent Mbed IoT services. Arm did not disclose how much it paid for Stream, the size of Stream’s revenues, or the size of its own nascent IoT services business.The deal is likely one example of how Arm is reaching far beyond the processor core sector that it dominates with encouragement from its new owner, Softbank. Arm already works with IBM to connect IoT deployments to the IBM Watson Cloud and plans other such deals.“We will build out and monetize cloud services and partner to make an open environment,” said Hima Mukkamala, general manager of Arm’s IoT Cloud Services group.IoT services are “the carrot that everyone chases,” said Christopher Rommel, vice president of embedded research at market watcher VDC Research Group, Inc.Although Rommel hadn’t heard of Stream prior to the acquisition, he was bullish on the deal.“Arm is well-positioned for this with its channel in software and tools. The challenge is walking the line between offering its own services and those of partners. It makes sense for them to go after services, but it’s a complex and crowded space.”Arm’s effort in IoT software and services started in 2013, when its acquired Sensinode. The startup had software that Arm offered for free as the Mbed OS supporting popular web scripting languages. But users called for better real-time determinism and support for the C language, so Arm reworked Mbed OS around the RTX kernel of Kiel, he said.Since then, Arm has added various services to its portfolio, planting seeds for an IoT market that’s still in its infancy.One survey showed that most end users are still 1 to 5 years away from deploying IoT. Source: VDC Research.The overall IoT market is “not where I would have hoped it would be five years ago … but there are more rollouts and real work happening; the next level is moving beyond experiments,” said Rommel.“IoT is just beginning to get off the ground,” said Nigel Chadwick, CEO of Stream. “It’s an amazing opportunity going forward.”“What’s exciting to us is the volume we see from customers … I’m starting to see [deployments] going beyond pilots,” said Mukkamala of Arm. “We sold 100 billion cores in the last 25 years and expect to sell the next 100 billion in the next five years into things like smart meters, where customers want an end-to-end solution.”
2018-06-14 00:00 reading:1782
ARM Offloads Chinese Joint Venture Stake
Drops its involvement in Arm mini China for $775.2 million after the European Union prepare legal proceedingsSoftBank Group, owner of microprocessor IP firm Arm, announced this week that the British firm will sell its majority 51% stake to Chinese investors and ecosystem partners for $775.2 million to form a joint venture for Arm’s business in China. Under the agreement, Arm will still receive a significant proportion of all license, royalty, software, and service revenues arising from Arm China.Arm had already transferred its IP to the joint venture last month, enabling its Chinese operation to enable local chip developers license technology directly in China. This has raised alarm bells within the European Union, with the EU Commissioner for Trade, Cecilia Malmström, launching legal proceedings last week in the World Trade Organization (WTO) against Chinese legislation that undermines the intellectual property rights of European companies.Whether Arm’s hand was forced or not, the company’s rationale for the latest transaction was outlined in SoftBank’s press statement, saying that around 95% of all advanced chips designed in China in 2017 were based on Arm technology, with 20% of the company’s global revenues coming from China in the fiscal year ended March 2018. The statement adds, “The Chinese market is valuable and distinctive from the rest of the world. Arm believes this joint venture, which will license Arm semiconductor technology to Chinese companies and locally develop Arm technology in China, will expand Arm’s opportunities in the Chinese market.”Arm would not comment on the statement, but what the transaction means is that Arm China revenue will no longer be reported under SoftBank’s consolidated accounts once the transaction completes, which it is expected to do this month.The European Union’s Cecilia Malmström said in its case filed on June 1, “Technological innovation and know-how is the bedrock of our knowledge-based economy. It’s what keeps our companies competitive in the global market and supports hundreds of thousands of jobs across Europe. We cannot let any country force our companies to surrender this hard-earned knowledge at its border. This is against international rules that we have all agreed upon in the WTO. If the main players don’t stick to the rulebook, the whole system might collapse.”The EU statement adds that European companies going to China are forced to grant ownership or usage rights of their technology to domestic Chinese entities and are deprived of the ability to freely negotiate market-based terms in technology transfer agreements. This is at odds with the basic rights that companies should be enjoying under the WTO rules and disciplines, particularly under the Agreement on Trade-Related Aspects of Intellectual Property Rights (TRIPS Agreement).The case initiated by the EU targets specific provisions under the Chinese regulation on import and export of technologies (known as “TIER”) and the regulation on Chinese-foreign equity joint ventures (known as “JV Regulation”) that discriminate against non-Chinese companies and treat them worse than domestic ones. These provisions violate WTO obligations to treat foreign companies on an equal footing with domestic ones and to protect intellectual property like patents and undisclosed business information.The EU says that if the consultations requested do not reach a satisfactory solution within 60 days, the EU will be able to request that WTO sets up a panel to rule on the matter. While the EU’s request is similar to the one brought recently to the WTO by the U.S., it also identifies further potential violations of WTO rules.The U.K.’s Financial Times reports Rene Haas, Arm’s president of its IP group, suggesting that it’s still business as usual, saying, “The partners in China are still using the very same technology they were using prior to the JV being established. If you are a local partner, the biggest change is that you are now operating on a PRC contract as opposed to a U.K. contract.”
2018-06-08 00:00 reading:1693
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