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Arm(ARM.US)挑战英伟达(NVDA.US)传聘请亚马逊(AMZN.US)AI芯片专家开发自研芯片
Zhi Tong Cai Jing·2025-08-19 07:20

Group 1 - Arm Holdings has hired Rami Sinno, former AI chip director at Amazon, to participate in its complete chip development plan [1][2] - Sinno previously led the development of Amazon's AI chips, Trainium and Inferentia, which are designed for large AI applications [1] - Arm's business model primarily focuses on designing core architectures and instruction sets, licensing them to clients like Apple and NVIDIA, generating revenue through royalties [1] Group 2 - Arm plans to invest part of its profits into the manufacturing of its own chips and other components, marking a strategic shift beyond traditional design business [1] - The CEO, Rene Haas, indicated that the company is exploring the possibility of creating smaller, function-specific, and modular chip versions to form complete system solutions [1] - The hiring of Sinno is seen as a significant move for Arm in the AI chip sector, aiming to develop competitive dedicated chip products [2]