Comment by drob518
9 hours ago
This is going to be a strategic challenge for ARM unless they are going to focus on chips that nobody else wants to make. And given the AI focus, that doesn’t seem to be the case. I would think that the RISC-V folks would be salivating at the prospect of flipping some existing ARM licensees to RISC-V.
focus on chips that nobody else wants to make
That's what happened here. Meta wants a Neoverse V3 CPU but no one will make it for them. So Arm has to make it.
ARM does not have their own fab, someone else is doing the actual making. ARM helped Meta design the thing.
Meta bought a RISC-V startup six months ago: https://hn.algolia.com/?q=meta+rivos
Guess at the end of the day, no-one ever got fired for building ARM.