The name of this CPU is bordering on securities fraud. When people see the term "AGI" now, they are assuming "Artificial General Intelligence", not "Agentic AI Infrastructure".
Of course people don't realize that, and people will buy ARM stock thinking they've cracked AGI. The people running Arm absolutely know this, so this name is what we in the industry call a "lie".
torginus 2 minutes ago [-]
Considering AGI has been degraded into a generic feelgood marketing word, I can't wait to get my AGI-scented deodorant.
monegator 4 minutes ago [-]
In case you haven't noticed, this whole thing has been a grift since 2022. It's kind of amazing that nobody thought of making AGI processors before
alfalfasprout 10 minutes ago [-]
the whole AI space is rife with much worse example of what could be considered securities fraud tbh
aurareturn 59 minutes ago [-]
This is just a Neoverse CPU that Arm will manufacture themselves at TSMC and then sell directly to customers.
It isn't an "AI" CPU. There is nothing AI about it. There is nothing about it that makes it more AI than Graviton, Epyc, Xeon, etc.
This was already revealed in the Qualcomm vs Arm lawsuit a few years ago. Qualcomm accused Arm of planning to sell their CPUs directly instead of just licensing. Arm's CEO at the time denied it. Qualcomm ends up being right.
Should have called it A^3I^2 - Arm Agentic Artificial Intelligence Infrastructure.
bee_rider 39 minutes ago [-]
It’s like they decided to moon all the onlookers while jumping the shark…
I don’t know if it was intentional or they were so far out over their skis that they got their bathing suit caught, but it’s impressive either way.
RealityVoid 2 hours ago [-]
It's... really something. Not good. Something.
monegator 40 minutes ago [-]
what lenghts are they going to, just to say we have achieved AGI... now who's moving the goalpost?
esafak 51 minutes ago [-]
The coast is clear to come up with your own expansion for AI!
hootz 2 hours ago [-]
What a terrible, terrible name.
charcircuit 1 hours ago [-]
AGI stands for Artificial General Intelligence.
lock1 42 minutes ago [-]
Pretty sure it stands for "Artificial abbreviation & hype GeneratIon" nowadays
hagbard_c 1 hours ago [-]
Are you sure it doesn't stand for Advanced Guessing Instrument? That's what the result often seem to indicate after all.
lupajz 2 hours ago [-]
I mean, they could at least use AI to figure out how to name their AI product.
embedding-shape 36 minutes ago [-]
> I work at ARM, we're launching a new CPU optimized for LLM usage. We're thinking of calling it "Arm Agentic AI Infrastructure CPU", or "Arm AGI CPU" for short. Do you think this is a good idea?
> No. I would not use it as the product name. “AGI CPU” will be read as artificial general intelligence, not “agentic AI infrastructure,” so it invites confusion and sounds hypey.
To bad these executives seemingly don't have access to ChatGPT.
_ache_ 50 minutes ago [-]
They did ask AI if AGI what a great name.
It said that it was the greatest name possible. It's bold, aspirational, and ... polarizing?!
Oh god! Mistral tell me it's highly polarizing, will make the buzz and it's risky but anyway people will know that ARM is doing CPU again now (maybe I did put too many context).
foolproofplan 54 minutes ago [-]
maybe they did and why they got this slop?
artyom 49 minutes ago [-]
Not bait at all
SilverElfin 1 hours ago [-]
They pathetically don’t mention what it stands for anywhere in this press release. Deceptive marketing at worst, shameless AI-washing at best.
WhrRTheBaboons 1 hours ago [-]
I would've went for Agentic Neural Infrastructure personally
ARMANI for short /s
vsgherzi 2 minutes ago [-]
is this a cpu that's meant for AI training or is it more for serving inference? I don't quite get why I would want to buy an arm CPU over a nvidia GPU for ai applications.
mkl 1 hours ago [-]
This is like naming your kid World President Smith.
My urologist, and I swear I'm not making this up, has the last name "Wiener".
conductr 43 minutes ago [-]
> Studies 1-5 showed that people are disproportionately likely to live in places whose names resemble their own first or last names (e.g., people named Louis are disproportionately likely to live in St. Louis).
When I lived in Austin, it seemed like a third of boys born were being named Austin. I presume many of them will end up living there as adults but not because of this particular bias, because they were raised there and have family’s there seems to be a more likely driver.
chrisweekly 36 minutes ago [-]
"Nominative determinism" is everywhere once you look for it. My vet's last name is McStay.
technothrasher 32 minutes ago [-]
> Studies 1-5 showed that people are disproportionately likely to live in places whose names resemble their own first or last names
There are several cities in the US that share my last name. I don't live near any of them.
> Study 6 extended this finding to birthday number preferences.
D'oh!
IshKebab 1 hours ago [-]
Reporting bias.
ahmedfromtunis 15 minutes ago [-]
Poor TSMC (and ASML)! They were already struggling with capacity to fulfill orders from their established customers. With ARM now joining the them, I don't know they're going to cope.
Edit: They new CPU will be build with the soon-to-be-former leading edge process of 3nm lithography.
The TDP to memory bandwidth& capacity ratio form these blades is in a class of its own, yes?
yabutlivnWoods 2 hours ago [-]
How fun would it be if due to improved chips handling more model state RAM needs are reduced and Sama cannot make all those RAM purchases he booked?
VC without a degree who has no grasp of hardware engineering failed up when all he had to do was noodle numbers in an Excel sheet.
He is so far behind the hardware scene he thinks its sitting still and RAM requirements will be a nice linear path to AGI. Not if new chips optimized for model streaming crater RAM needs.
Hilarious how last decades software geniuses are being revealed as incompetent finance engineers whose success was all due to ZIRP offering endless runway.
gtowey 1 hours ago [-]
The thing they are good at is bullshitting and selling hype. Which we see here doesn't mean they are actually going to be good at running a business. Smart leaders understand they are not omnipotent and omniscient so they surround themselves who know how to get things done. Weak, narcissist leaders think they're the smartest one in the room and fail.
Unfortunately failing upwards is still somehow common, probably because the skill of parting fools from their money is still valuable.
thereitgoes456 1 hours ago [-]
No, he is also good at networking. When OpenAI was mission-driven and Sam was more respected, he could convince the most talented people to work for him.
Now the talent is going to other places for a variety of reasons, not all due to Sam (one of which is little room for options to grow). However it’s hard to believe his tanking reputation is not badly hurting the company. Other than Jakub and Greg, I believe there are not many top tier people left, those in top positions are there because they are yes-men to Sam.
mhjkl 1 hours ago [-]
What RAM? OpenAI booked the silicon wafers, they can print anything they want on them. I wouldn't call them "far behind" on hardware when OpenAI are actively buying Cerebras chips.
yabutlivnWoods 3 minutes ago [-]
Yes exactly; he is behind in that he has to buy others chips with little say on how they work.
Apple and Google control their own designs.
Sama is 100% an outsider, merely a customer. The chip insiders are onto his effort to pivot out of meme-stock hyping, into owning a chunk of their fiefdom. They laughed off his claims a couple years ago as insane VC gibberish (third hand paraphrase from social network in chip and hardware land).
No way he can pivot and print whatever. Relative to hardware industry he is one of those programmers who can say just enough to get an interview but whiffs the code challenge.
He has no idea where the bleeding edge is so he will just release dated designs. Chip IP is a moat.
Plus a bunch of RAM companies would be left hanging; no orders, no wafers. Sama risks being Jimmy Hoffa'd imploding the asset values of other billionaires.
RealityVoid 3 hours ago [-]
Arm apparently now sells their own CPU's.
bobmcnamara 21 minutes ago [-]
6GB/s/core
That's...not much right? Maybe it's a lot times N-cores? But I really hope each individual core isn't limited to that.
Edit: 17 minutes to sum RAM?
papichulo2023 2 hours ago [-]
What does "Built for rack-scale agentic efficiency" even means?
throwa356262 1 hours ago [-]
If you read past the marketing talk, this is basically a massively multicore system (136) with significantly reduced power usage (300W).
Where does Agentic come into this? ARMs explanation is that future Agentic workloads will be both CPU and GPU bound thus the need for significant CPU efficiency.
inerte 1 hours ago [-]
It's volume of tokens consumed x number of agents x rack space. Basically agentic computation density.
ray_v 2 hours ago [-]
We just say words now that sound good for marketing but have no real meaning.
thewebguyd 1 hours ago [-]
Big "but mongodb is web scale" vibes
varispeed 2 hours ago [-]
It's a code sentence for let's go to the utility room to cross pollinate ideas.
r_lee 2 hours ago [-]
I was gonna say just big DCs in marketing yap but really wtf does that mean?
otabdeveloper4 2 hours ago [-]
It's when LLM agents are inefficient that you need a whole rack of servers to get shit done.
sdwvit 1 hours ago [-]
Translation: “Can you give us some money pretty please?”
midnightdiesel 43 minutes ago [-]
What a product name choice! I wasn’t expecting ARM to pivot to selling snake oil.
josemanuel 35 minutes ago [-]
Interesting that Jensen Huang joined in the congratulations for this new product!
myhf 16 minutes ago [-]
finally, a CPU capable of making API calls to cloud providers
twostorytower 48 minutes ago [-]
And the stock is down >2% today
torusle 33 minutes ago [-]
ARM riding the "everything is AI" train.
So sad.
SilverElfin 1 hours ago [-]
Call this an “AGI CPU” just feels like the most out of touch, terrible marketing possible. Maybe this is unfair but it makes me think ARM as a whole is incompetent just because it is so tasteless.
> Arm has additionally partnered with Supermicro on a liquid-cooled 200kW design capable of housing 336 Arm AGI CPUs for over 45,000 cores.
Also just bad timing on trying to brag about a partnership with Supermicro, after a founder was just indicted on charges of smuggling Nvidia GPUs. Just bizarre to mention them at all.
rvz 2 hours ago [-]
Meta are heavily invested in building their own chips with ARM to reduce their reliance on Nvidia as everyone is going after their (Nvidia) data center revenues.
This is why Meta acquired a chip startup for this reason [0] months ago.
Many of these words are unexplained. "Memory and I/O on the same die". Oh? What does this mean? All of the DRAM in the photo/render is still on sticks. Do they mean the memory controller? Or is there an embedded DRAM component?
ahoka 37 minutes ago [-]
All processors have memory on the same die.
jeffbee 22 minutes ago [-]
How much, what kind, and what is your source?
All mainstream server CPUs have a megabyte or two of SRAM on a core, of course.
nurettin 2 hours ago [-]
I was wondering who convinced ARM to manufacture hardware. Turns out it was Meta.
cmrdporcupine 59 minutes ago [-]
Now if only they would go back to being "Acorn RISC Machines" and make a nice desktop home computer again...
One can dream.
wmf 27 minutes ago [-]
DGX Spark is pretty nice. It could be cheaper if they removed the NIC though.
walterbell 1 hours ago [-]
Nuvia/Qualcomm lawsuit and Softbank.
redwood 1 hours ago [-]
Fabless. Like AMD and Nvidia. So I would think about it more as branding and packaging than Manufacturing
anvuong 1 hours ago [-]
Huh, many companies use TSMC, in fact, probably all of them use TSMC, including Intel, yet there are only a few who dominates in performance. There are much more in designing chips than what you just listed.
IshKebab 60 minutes ago [-]
There's a big difference between just providing IP and actually doing the physical design, manufacturing and packaging. You can't just send your RTL to TSMC and magically get packaged chips back.
I haven't ever ordered an ARM SoC but I also wouldn't be surprised if there were significant parts that they left up to integrators before - PLLs, pads, SRAM etc.
DeathArrow 28 minutes ago [-]
Now every product will have the AI buzzword in it's name, just like 25 years ago product names started with letter e, from electronic.
So we will see AI Toilet Paper launching in the next months.
vova_hn2 2 hours ago [-]
I found this article extremely frustrating to read. Maybe I lack some required prior knowledge and I am not the target audience for this.
> built on the Arm Neoverse platform
What the heck is "Arm Neoverse"? No explanation given, link leads to website in Chinese. Using Firefox translating tool doesn't help much:
> Arm Neoverse delivers the best performance from the cloud to the edge
What? This is just a pile of buzzwords, it doesn't mean anything.
The article doesn't seem to contain any information on how much it costs or any performance benchmarks to compare it with other CPUs. It's all just marketing slop, basically.
nicoburns 2 hours ago [-]
> The ARM Neoverse is a group of 64-bit ARM processor cores licensed by Arm Holdings. The cores are intended for datacenter, edge computing, and high-performance computing use. The group consists of ARM Neoverse V-Series, ARM Neoverse N-Series, and ARM Neoverse E-Series.
Of course people don't realize that, and people will buy ARM stock thinking they've cracked AGI. The people running Arm absolutely know this, so this name is what we in the industry call a "lie".
It isn't an "AI" CPU. There is nothing AI about it. There is nothing about it that makes it more AI than Graviton, Epyc, Xeon, etc.
This was already revealed in the Qualcomm vs Arm lawsuit a few years ago. Qualcomm accused Arm of planning to sell their CPUs directly instead of just licensing. Arm's CEO at the time denied it. Qualcomm ends up being right.
I wrote a post here on why Arm is doing this and why now: https://news.ycombinator.com/item?id=47032932
For the first time in our more than 35-year history, Arm is delivering its own silicon products
Fraud is just the default lifestyle of marketers.
In case you were thinking about some other abbreviation...
I don’t know if it was intentional or they were so far out over their skis that they got their bathing suit caught, but it’s impressive either way.
> No. I would not use it as the product name. “AGI CPU” will be read as artificial general intelligence, not “agentic AI infrastructure,” so it invites confusion and sounds hypey.
To bad these executives seemingly don't have access to ChatGPT.
Oh god! Mistral tell me it's highly polarizing, will make the buzz and it's risky but anyway people will know that ARM is doing CPU again now (maybe I did put too many context).
ARMANI for short /s
My realtor's last name is House
When I lived in Austin, it seemed like a third of boys born were being named Austin. I presume many of them will end up living there as adults but not because of this particular bias, because they were raised there and have family’s there seems to be a more likely driver.
There are several cities in the US that share my last name. I don't live near any of them.
> Study 6 extended this finding to birthday number preferences.
D'oh!
Edit: They new CPU will be build with the soon-to-be-former leading edge process of 3nm lithography.
The TDP to memory bandwidth& capacity ratio form these blades is in a class of its own, yes?
VC without a degree who has no grasp of hardware engineering failed up when all he had to do was noodle numbers in an Excel sheet.
He is so far behind the hardware scene he thinks its sitting still and RAM requirements will be a nice linear path to AGI. Not if new chips optimized for model streaming crater RAM needs.
Hilarious how last decades software geniuses are being revealed as incompetent finance engineers whose success was all due to ZIRP offering endless runway.
Unfortunately failing upwards is still somehow common, probably because the skill of parting fools from their money is still valuable.
Now the talent is going to other places for a variety of reasons, not all due to Sam (one of which is little room for options to grow). However it’s hard to believe his tanking reputation is not badly hurting the company. Other than Jakub and Greg, I believe there are not many top tier people left, those in top positions are there because they are yes-men to Sam.
Apple and Google control their own designs.
Sama is 100% an outsider, merely a customer. The chip insiders are onto his effort to pivot out of meme-stock hyping, into owning a chunk of their fiefdom. They laughed off his claims a couple years ago as insane VC gibberish (third hand paraphrase from social network in chip and hardware land).
No way he can pivot and print whatever. Relative to hardware industry he is one of those programmers who can say just enough to get an interview but whiffs the code challenge.
He has no idea where the bleeding edge is so he will just release dated designs. Chip IP is a moat.
Plus a bunch of RAM companies would be left hanging; no orders, no wafers. Sama risks being Jimmy Hoffa'd imploding the asset values of other billionaires.
That's...not much right? Maybe it's a lot times N-cores? But I really hope each individual core isn't limited to that.
Edit: 17 minutes to sum RAM?
Where does Agentic come into this? ARMs explanation is that future Agentic workloads will be both CPU and GPU bound thus the need for significant CPU efficiency.
So sad.
> Arm has additionally partnered with Supermicro on a liquid-cooled 200kW design capable of housing 336 Arm AGI CPUs for over 45,000 cores.
Also just bad timing on trying to brag about a partnership with Supermicro, after a founder was just indicted on charges of smuggling Nvidia GPUs. Just bizarre to mention them at all.
This is why Meta acquired a chip startup for this reason [0] months ago.
[0] https://www.reuters.com/business/meta-buy-chip-startup-rivos...
All mainstream server CPUs have a megabyte or two of SRAM on a core, of course.
One can dream.
I haven't ever ordered an ARM SoC but I also wouldn't be surprised if there were significant parts that they left up to integrators before - PLLs, pads, SRAM etc.
So we will see AI Toilet Paper launching in the next months.
> built on the Arm Neoverse platform
What the heck is "Arm Neoverse"? No explanation given, link leads to website in Chinese. Using Firefox translating tool doesn't help much:
> Arm Neoverse delivers the best performance from the cloud to the edge
What? This is just a pile of buzzwords, it doesn't mean anything.
The article doesn't seem to contain any information on how much it costs or any performance benchmarks to compare it with other CPUs. It's all just marketing slop, basically.
https://en.wikipedia.org/wiki/ARM_Neoverse