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.

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HeyMeco 3 hours ago | parent [-]

I wonder what the people at Ampere are thinking right now

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lizknope 32 minutes ago | parent | next [-]

Softbank still owns 90% of ARM and they finished their acquisition of Ampere only a few months ago in November 2025.

I'm a chip designer and a chip this complicated takes about 3 years from start to actual silicon so it would have started well before Softbank started their acquisition process of Ampere.

The press release says it was co-developed with Meta who has a growing custom chip team. Normally these chips like Amazon's Graviton or Google's Axion are designed for their own data center use only and rented to customers. This ARM chip sounds like Meta and other companies will all be able to buy chips for their own data centers.

I'm guessing Softbank will get ARM and Ampere to align on future chips or just merge Ampere completely into ARM.

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ibgeek an hour ago | parent | prev | next [-]

Agreed. The ARM AGI CPU supports a newer version of the vectorized instructions and has matrix math extensions that the AmpereOne M doesn’t. Also has almost twice the memory bandwidth. One paper at least, the AGI CPU seems like a better choice for AI workloads. Ampere is really pushing the AI workload use cases for the AmpereOne M, so this really makes their lives a lot harder.

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2 hours ago | parent | prev | next [-]

[deleted]

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josemanuel 2 hours ago | parent | prev [-]

Wasn’t Ampere just bought by Softbank?

	▲	ibgeek an hour ago \| parent [-]
		Yes, but they function as sister companies right now rather than one company.