NAND Insider Newsletter: February 17, 2025
Every week NAND Research puts out a newsletter for our industry customers taking a look at what’s driving the week, and what happened last week that caught our attention. Below is a excerpt from this week’s, February 17, 2025.
Research Note: The Stargate Project
The Stargate Project, announced at a political event on January 25, 2025, is a joint venture between OpenAI, SoftBank, Oracle, and MGX that will invest up to $500 billion by 2030 to develop AI infrastructure across the United States.
NAND Insider Newsletter: January 21, 2025
Every week NAND Research puts out a newsletter for our industry customers. Below is an excerpt from this week’s.
Research Note: Enfabrica ACF-S Millennium
First detailed at Hot Chips 2024, Enbrica recently announced that its ACF-S “Millennium” chip, which addresses the limitations of traditional networking hardware for AI and accelerated computing workloads, will be available to customers in calendar Q1 2025.
Research Note: Ampere Computing Roadmap Updates
Ampere announced updates to its AmpereOne processor roadmap, highlighting its upcoming product AmpereOne Aurora processor. The company also offered pricing updates and other details about its overall roadmap.
Quick Take: AWS Launches Graviton 4
Today, Amazon Web Services (AWS) launched its Graviton4 processors, the fourth generation of its Arm-based custom processors. This new chip is touted as AWS’s most energy-efficient and high-performance solution for cloud workloads, marking a significant upgrade over its predecessor, Graviton3.
Research Note: UALink Alliance & Accelerator Interconnect Specification
UALink is a new open standard designed to rival NVIDIA’s proprietary NVLink technology. It facilitates high-speed, direct GPU-to-GPU communication crucial for scaling out complex computational tasks across multiple graphics processing units (GPUs) or accelerators within servers or computing pods.
Research Note: Arm FQ4 2024 Earnings Results
Arm reported record revenues for its fiscal Q4 2024, increasing revenue during the quarter by 47% year-over-year, driven by significant gains in royalties and licensing. Arm’s growth was fueled by the rapid adoption of the v9 architecture and a strategic increase in R&D investment, mainly targeted towards harnessing opportunities in AI technologies.
Research Note; Arm Ethos U-65 microNPU
Arm introduced its new Ethos-U65 microNPU (Neural Processing Unit). This state-of-the-art AI accelerator facilitates machine learning (ML) inference in many embedded systems and high-performance devices.
Research Note: Arm’s New Automotive Cores
Arm recently launched new safety-enabled AE processors incorporating Armv9 technology and server-class performance. These processors are tailored for AI-driven applications to enhance autonomous driving and advanced driver-assistance systems (ADAS).
Research Brief: Inside Arm’s Neoverse CSS N3 & V3 Announcements
Arm brings two new Neoverse compute subsystems to market, each based on its third-generation Neoverse IP, extending its N-Series and V-Series product lines. These new platforms, Neoverse CSS N3, and V3, aim to improve performance-per-watt and support the implementation of new technologies like chiplets.
Research Note: ARM’s FISCAL Q3 2024 EARNINGS
Arm Holdings reported a solid financial fiscal 3Q 2024, exceeding expectations and highlighting its robust position in the technology sector. In its earnings call, the company announced record revenues and raised its revenue guidance for the upcoming quarter.
Arm introduces Arm Total Design to Further Simplify SoC Development
Arm this week introduced its Arm Total Design program for Neoverse CSS, an ecosystem approach to facilitate developing and delivering custom system-on-chip (SoC) solutions based on Arm’s Neoverse Compute Subsystems (CSS).
Arm Enables Faster Silicon Development with Neoverse CSS N2
At this week’s Hot Chips 2023 event, Arm unveiled its Arm Neoverse Compute Subsystems (CSS) offering, which promises to simplify and accelerate the adoption of Arm Neoverse technology into new solutions. It’s a powerful enabler that will reduce the friction of integrating Arm IP into new designs and accelerate the time-to-market for Arm’s partners. News: […]