英伟达不能既当裁判员、又当运动员，Arm自然也一样。毕竟如果Arm亲自下场做芯片，高通、联发 科、小米、苹果等客户又该如何自处？技术授权商成为自己的竞争对手简直是"画美不看"，大家也都怕 Arm将新技术藏着掖着，因为一旦他们对最新的IP搞"捂盘惜售"，这些芯片厂商就得傻眼了。 Arm终于还是下决心亲自造芯了。日前Arm首席执行官雷内・哈斯在路透社的采访中表示，Arm公司已 完成的芯片名为Compute Sub Systems（CSS）的"物理载体"产品，正投资开发自有芯片，未来会打造从 Chiplet（芯粒）、实体芯片、主板到系统的 "全套产品"。 消息一出外界纷纷惊呼，"Arm莫不是疯了，居然要自己下场造芯片"。大家之所以会认为Arm想不开， 盖因Arm(Advanced RISC Machine)堪称是移动互联网时代最成功的处理器架构，作为低功耗、高性能处 理器的代表，Arm架构广泛应用于移动设备、嵌入式系统和物联网等领域的数十亿台设备中。 Arm的成功不仅仅是其卓越的能效比特质适合移动设备，更关键的原因是Arm公司采取了高度灵活的IP 授权模式。他们并不针对某个特定领域和场景设计及开发芯片，而是提出基础 ...

Core Viewpoint - The article discusses the shift towards RISC-V architecture in the semiconductor industry, particularly in the context of AI computing, as articulated by Wu Xiongang, former CEO of Arm China [1][3][4]. RISC-V's Role in AI - Wu Xiongang emphasizes that RISC-V will play a crucial role in AI architecture, predicting a steep adoption curve over the next five years [3][4]. - He draws parallels between the rise of RISC-V and the historical growth of Arm, suggesting that AI is the "smartphone" moment for RISC-V [7][8]. Industry Insights - The article highlights feedback from former Arm colleagues who have transitioned to RISC-V companies, indicating a growing interest in the architecture [5]. - Wu Xiongang notes that the current AI computing landscape requires new architectures due to the evolving nature of data and applications, which cannot rely on traditional architectures like x86 or Arm [7][8]. Customization and Openness - Aniket Saha, a former Arm employee, supports the notion that AI computing needs an open architecture, which RISC-V provides, allowing for customization and faster innovation [10][11]. - The article discusses the limitations of Arm's proprietary architecture, which can slow down innovation due to its rigid control over design and licensing [12][13]. CoreLab and Tenstorrent Collaboration - Wu Xiongang's new venture, CoreLab, focuses on providing customized processor IP solutions based on RISC-V, aiming to address the challenges in productization and market entry [14]. - The partnership with Tenstorrent is highlighted as a strategic move to develop high-performance RISC-V CPUs, with plans to launch the fastest RISC-V CPU by 2027 [15][16]. Ecosystem Development - Wu Xiongang reassures that concerns about the immaturity of the RISC-V ecosystem are unfounded, drawing comparisons to Arm's early days when it was also considered underdeveloped [17]. - The article concludes with optimism about the upcoming turning point for RISC-V in the next five years, driven by the collaborative efforts of industry leaders [18].

在5月22日的媒体沟通会上，Arm高级副总裁兼终端事业部总经理Chris Bergey系统阐述了Arm如 何在AI时代实现架构创新、生态强化和性能跃迁——尤其是在端侧智能、AI智能体崛起、算力能 效平衡等关键议题上的思考与布局，透露出Arm如何从架构提供者逐步成为"AI计算范式"的塑造 者。 从"边缘"崛起：端侧AI不再是"伪命题" 回看过去一年，AI模型的演进不再局限于"更大"，而是在算法压缩、部署优化下，逐步"缩小"并 进入端侧。Chris Bergey指出，一年前"端侧AI是否可行"的疑问已经得到了现实的有力回答：智能 手机、机器人、交互式智能体等终端正在成为AI部署的前线。 仅在过去的18个月内，便有超过150个涵盖语音、图像、文字与视频生成的基础模型面世。原本只 存在于云端的 AI 助理，如今也正优先在边缘设备上开发，推动 AI 推理作业由云端转向边缘应 用。 如果您希望可以时常见面，欢迎标星收藏哦~ 当NVIDIA、亚马逊云科技（AWS）、微软等巨头纷纷将AI平台架构迁移至Arm，真正的问题已 经不是"Arm能不能替代x86"，而是"x86还能守多久"。在"AI无处不在"的大趋势下，从智能手机 到 ...