ARM
Arm Holdings plc
stock NASDAQ ADR

Another note for completeness ARM is fixed width instructions while x86 is variable. So ARM machine code is easier to process for branch prediction and x86 machine code is more dense. This drives them to implement pretty different decode widths and cache division/size/hierarchy which then has knock on effects.

Idk man moving to ARM was pretty big

ARM being more efficient is a myth, there is nothing inherently more efficient in one instruction set vs another. Efficiency comes directly from how the hardware function units are designed. The adders, multipliers, load/store units, data busses etc. Nothing about the hardware blocks is arm/x86/risc etc these days.
Note, for completeness, most of the power used by a processor is in the above hardware units i mentioned, and others like them. But, the very front end that translates the external instruction set to the internal instructions the processors uses, that part can be more efficient with a simpler instruction set. ARM is a simpler instruction set then x86, so the front end translator can be less complex, and thus use less power. But that is a tiny fraction of the total power a chip will use.
AMD x86 processors are not x86 internally, they stopped being x86 internally back in the 1990s. The front end speaks x86 and decodes to their own internal instruction set. AMD could easily build a ARM front end if they wanted to, swap the x86 front end for an ARM front end, and just keep the rest of the chip the same.

x86 long pipeline cores were designed for throughput, while wide ARM cores were designed for light workload efficiency.
Most people don't get this. But nothing in engineering is free. It's always a trade off. ARM wins in light workload efficiency (battery powered), x86 wins in heavy throughput applications. SMT can deliver up to 50% fulll core IPC gain on IO bound workloads, which is what datacenter runs.

Its really embarrassing for an ARM based cpu to have an inferior energy economics compared to an X86 based CPU
Tweet: Vera CPU to Venice comparison clip from a podcast :
https://x.com/zephyr\_z9/status/2088489847526944992?s=46&t=ElHo1Qs5g4CpP7wDRhSBdA

Another note for completeness ARM is fixed width instructions while x86 is variable. So ARM machine code is easier to process for branch prediction and x86 machine code is more dense. This drives them to implement pretty different decode widths and cache division/size/hierarchy which then has knock on effects.

Idk man moving to ARM was pretty big

ARM being more efficient is a myth, there is nothing inherently more efficient in one instruction set vs another. Efficiency comes directly from how the hardware function units are designed. The adders, multipliers, load/store units, data busses etc. Nothing about the hardware blocks is arm/x86/risc etc these days.
Note, for completeness, most of the power used by a processor is in the above hardware units i mentioned, and others like them. But, the very front end that translates the external instruction set to the internal instructions the processors uses, that part can be more efficient with a simpler instruction set. ARM is a simpler instruction set then x86, so the front end translator can be less complex, and thus use less power. But that is a tiny fraction of the total power a chip will use.
AMD x86 processors are not x86 internally, they stopped being x86 internally back in the 1990s. The front end speaks x86 and decodes to their own internal instruction set. AMD could easily build a ARM front end if they wanted to, swap the x86 front end for an ARM front end, and just keep the rest of the chip the same.

x86 long pipeline cores were designed for throughput, while wide ARM cores were designed for light workload efficiency.
Most people don't get this. But nothing in engineering is free. It's always a trade off. ARM wins in light workload efficiency (battery powered), x86 wins in heavy throughput applications. SMT can deliver up to 50% fulll core IPC gain on IO bound workloads, which is what datacenter runs.

Its really embarrassing for an ARM based cpu to have an inferior energy economics compared to an X86 based CPU
Tweet: Vera CPU to Venice comparison clip from a podcast :
https://x.com/zephyr\_z9/status/2088489847526944992?s=46&t=ElHo1Qs5g4CpP7wDRhSBdA

ARM a few years back. Cashed out after the price jumped and made $1500, but, But, BUT I've made far more buying the day after and holding it. ASML is another that is just too profitable to sell... Until I need the money. 🤑

NVDA, MRVL, ARM, MU, WDC, STX, SNDK

You can't believe anything these reptiles say. Remember when Jensen was crapping on CPUs while trying to buy ARM? Remember that?

Something must be going on between AMD and AVGO.
Bankers must be realizing what Test-Time-Training will mean for general purpose, and the deficiency in ASICs.
Probably going to hit ARM too, as that is custom.

AMD does have a partnership with Fujitsu to develop an ARM based processor.
Announced in late 2024, the collaboration focuses on pairing Fujitsu's advanced Arm-based "Monaka" CPUs with AMD Instinct GPUs to create energy-efficient data center infrastructure

[https://www.amd.com/en/newsroom/press-releases/2024-11-01-amd-and-fujitsu-to-begin-strategic-partnership-to-develop-more-s.html#:\~:text=Under%20this%20collaboration%2C%20Fujitsu%20and,In%20addition%2C](https://www.amd.com/en/newsroom/press-releases/2024-11-01-amd-and-fujitsu-to-begin-strategic-partnership-to-develop-more-s.html#:~:text=Under%20this%20collaboration%2C%20Fujitsu%20and,In%20addition%2C)

Wrong, x86 isn't an asset for AMD but a liability when it comes to AI factories.
Nvidia is dominating AI data center and Nvidia is now running 99% ARM. So any customer using Nvidia AI is going to work on ARM as a basis.
AI data center and factories are a new market which Nvidia has created and also quite quickly moved to ARM since Blackwell. First try was Hopper but there it failed with GH200 but since GB200 Nvidia's customer have to use ARM because Nvidia is no selling complete racks with ARM only.
Basically, it's the same way Apple and Google made sure that the smartphone markets became ARM. Intel had their chance but didn't see the opportunity. AMD will now be a follower in AI data center which will be ARM dominated.

Good comment, intel did it to themselves. They stopped innovating and relied on their fab lead. TSMC ran past intel, AMD designed better ICs and this is how we got here. NVDA is a different animal. They have good design teams and great engineers. Also AMD and NVDA compete for fab space where NVDA has pricing power at both ends, they get better price from TSMC and sell with higher margins as well. The only saving grace for AMD is the x86 license and the fact that they have a complete solution where NVDA is still trying to get ARM crap into the picture. I hope AMD does to NVDA what they did to INTC but I am not holding my breath. Also AMD does not have to take the lead, they just need to take 10-25% market share.