Just bring your own accelerator
Arm has unveiled a set of blueprints called Neoverse Compute Subsystems that – inadvertently or not – takes the biz an inch closer to straight-up designing processors for its customers, rather than customers designing processors from Arm's technologies.
Those licensees usually need to do a bunch of work configuring, integrating, testing, and validating that those Arm-supplied building blocks operate as expected with their own homegrown circuitry, which could provide things like AI or encryption acceleration. The product line is an heir of sorts to the Neoverse portfolio that Arm unleashed in 2018 and later licensed to Amazon, Nvidia, Ampere, Marvell, and no doubt others: that portfolio has off-the-shelf CPU cores engineers can integrate onto their dies, which are aimed primarily at datacenter and networking applications.
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