I don’t believe that nobody else would build it for them. This chip is not purely custom to Meta, as I understand it. Rather, ARM is going to be selling it to others and entering the market for “AI chips,” which is surely a market that some other ARM licensees want to be in. So therefore, ARM is competing with its other licensees, and in a potentially very lucrative, leading edge market, which is never a great place for an IP-focused company to be. Qualcomm, for instance, is undoubtedly annoyed at this.
Comments
I don’t believe that nobody else would build it for them. This chip is not purely custom to Meta, as I understand it. Rather, ARM is going to be selling it to others and entering the market for “AI chips,” which is surely a market that some other ARM licensees want to be in. So therefore, ARM is competing with its other licensees, and in a potentially very lucrative, leading edge market, which is never a great place for an IP-focused company to be. Qualcomm, for instance, is undoubtedly annoyed at this.