Monday, August 19th 2024
Arm to Dip its Fingers into Discrete GPU Game, Plans on Competing with Intel, AMD, and NVIDIA
According to a recent report from Globes, Arm, the chip design giant and maker of the Arm ISA, is reportedly developing a new discrete GPU at its Ra'anana development center in Israel. This development signals Arm's intention to compete directly with industry leaders like Intel, AMD, and NVIDIA in the massive discrete GPU market. Sources close to the matter reveal that Arm has assembled a team of approximately 100 skilled chip and software development engineers at its Israeli facility. The team is focused on creating GPUs primarily aimed at the video game market. However, industry insiders speculate that this technology could potentially be adapted for AI processing in the future, mirroring the trajectory of NVIDIA, which slowly integrated AI hardware accelerators into its lineup.
The Israeli development center is playing a crucial role in this initiative. The hardware teams are overseeing the development of key components for these GPUs, including the flagship Immortalis and Mali GPU. Meanwhile, the software teams are creating interfaces for external graphics engine developers, working with both established game developers and startups. Arm is already entering the PC market through its partners like Qualcomm with Snapdragon X chips. However, these chips run an integrated GPU, and Arm wants to provide discrete GPUs and compete there. While details are still scarce, Arm could make GPUs to accompany Arm-based Copilot+ PCs and some desktop builds. The final execution plan still needs to be discovered, and we are still waiting to see which stage Arm's discrete GPU project is in.
Sources:
Globes, via Notebookcheck
The Israeli development center is playing a crucial role in this initiative. The hardware teams are overseeing the development of key components for these GPUs, including the flagship Immortalis and Mali GPU. Meanwhile, the software teams are creating interfaces for external graphics engine developers, working with both established game developers and startups. Arm is already entering the PC market through its partners like Qualcomm with Snapdragon X chips. However, these chips run an integrated GPU, and Arm wants to provide discrete GPUs and compete there. While details are still scarce, Arm could make GPUs to accompany Arm-based Copilot+ PCs and some desktop builds. The final execution plan still needs to be discovered, and we are still waiting to see which stage Arm's discrete GPU project is in.
48 Comments on Arm to Dip its Fingers into Discrete GPU Game, Plans on Competing with Intel, AMD, and NVIDIA
We're just gonna ignore the billions nvidia makes off of mid range cards, they dont just sell flagships. There's a big market there.
Of course, you may want to pay attention to wages when you take that time trip. Much like people whining about house prices, you may find that the past was not all sunshine and rainbows.
Before the AI boom, nvidia's margins had raised from 26% in 2017 to 33% in 2022. The price increases you saw in that time, are the result of money printing. this is called inflation. Cost of raw material has increased, labor has increased, and transportation has increased.
$500 is the new $300.The irony of you listing multiple companies that compete with each other as an example of monopolies is just......LMFAO :laugh: :roll: :laugh:
www.bloomberg.com/news/articles/2024-08-13/doj-considers-seeking-google-goog-breakup-after-major-antitrust-win
And yes all of them are monopolies in some sectors. Or maybe you didn't know that Amazon sells products online, as well as has AWS?
Binggoogle yet?And it isn't clear ARM even aims to compete with Nvidia and others in any area, it looks to me like they will enter in a field that doesn't even exist yet.
www.classlawgroup.com/antitrust/federal-laws/sherman-act
thehackernews.com/2024/06/arm-warns-of-actively-exploited-zero.html
The whole Ada Lovelace generation (RTX 4090 excluded) does consist of heavily cut-down GPUs for the price of one or two segments up and NV only got away with that because there is NO competition on the market. ARM making claims is great but unless we see their products actually putting a "why do I want this?" label on NV devices, this still doesn't contribute to real competition. NV will still get away. And I don't really see how ARM could do that. It needs R&D no one ever has on top of geniuses no one has employed to come true before 2030.
I'd like to note that Intel's AVX-512 ISA, a complete disaster for Intel, was also designed in Israel.
In overall, it is a good decision by ARM since more GPU vendors, more competition, and lower prices for GPUs.
Considering the level of effort required to develop and maintain game ready drivers for GPUs, I can't see many people licensing the ARM GPU ISA for gaming chips.And Apple M3 ≠ 9700X, but they still compete for foundry space. However, I doubt another minor player in the GPU space will affect memory demand, as their sales will be at the expense of someone else's.