This seems bad, doesn’t it? I already know that there has been friction between arm and their customers over higher licensing fees since the IPO just trying to put this in context.

[dupe] https://news.ycombinator.com/item?id=47506251 (18 minutes older, 6 comments)

Not sure how to feel about this. Does this mean ARM is slowly moving from just licensing IP to actually competing with companies building on top of it?

ARM naming a chip AGI is either the most confident product launch in history or the best marketing we have seen in years. Probably both.

Their marketing department is smoking a lot of hopium. I will now think of it as the ARM MatMul Unit.

Yeah seems like competing with your customers is a bad idea.

It really is a choice for Arm to use their 2023 based mobile X4 cores instead of their current C1 Ultras for this. Hopefully they step up quickly