Arm

“So until something's invented that says the CPU has gone away and we're now doing it through some other mechanism, which has yet been defined or invented. The CPU is gonna be doing just fine and there's gonna be a lot of demand for it, a ton of demand, in addi…”

“And in fact, as you get to the smaller footprints, where more and more AI is going to take place, that's going to be a sweet spot for Arm, because the CPU's table stakes anyway, you have to have it to do all the things that are required in the edge device. But…”

“Today, whether it's NVIDIA or some of the work that Qualcomm does, most of the brains that you see in the humanoids, those are all, all running on ARM today.”

“I would say we probably have 80 to 90% of engineers today in Sidearm who use it on a daily basis.”

“We probably have the richest IP portfolio, both in terms of not only the IP, and this is the killer, the documentation, the test benches, you know, how, how you build the IP.”

“So Meta was that first example. They wanted a general purpose agentic CPU. There wasn't anybody out who could give, give it to them. They came to us and said Hey, why don't we do this together? And that's how we got into it.”

“So whether it was Nvidia, Amazon, Microsoft, Google, All people who build ARM-based server chips, they were all on board, and I think the ultimate proof point was when we announced the product last March, we had Jensen, we had Ronnie Boker, we had Amin, we had…”

“We also introduced our first product last March, the one you just mentioned at Hotchips, the Army GI CPU. So now we're in that soup ourselves from the standpoint of we're also having to figure out how to buy substrates and buy wafers and buy memory, et cetera.”

“We don't have a fab and we have no intention to build a fab, but we fit in that ecosystem.”