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The level of hype may suggest that all is not well. The FT points out that leaks that the offer is 10x over-subscribed will fool no one – in fact it shows concern.
The Washington Post says the pitch to investors “smacks of bankers’ desperation” as 28 banks are set to get a collective $100 million in fees.
Softbank is said to be pushing the bankers to get as high a price as possible for a 10% stake in Arm so it can raise debt at a favourable valuation on the 90% of Arm which it will retain.
Which may explain why the pitch to investors is a trifle over-egged. The pitch is:
- That Arm is going to grow revenues because it now charges more because it delivers more of the system and not just the core. “We believe that our investments in higher performance, higher efficiency, and more specialised designs will drive greater demand for our products and higher value for our customers, which is expected to result in higher royalty fees,” says the Arm pitch.
- That Arm is an AI sell. “AI is going to be everywhere and it all runs on Arm,” says Arm CEO Rene Haas. While this is true on mobile it is not on data centre, which is where most of AI will be run, and where 90% of the servers run on x86.
The hype level may be in inverse ratio to the investor enthusiasm level. Tomorrow we shall see.
Which ever way you look at it, it’s no longer British
Ha Ha Fred very droll
It’s not an IPO. ARM had its Initial Public Offering in the late 1990s. Claiming to IPO again would be like losing one’s virginity twice. I suppose that Ten Bob Lil who hangs around the bus station might disagree
Of course you’re right Neil but what else do you call it.? A PO? Sounds like the Post Office. IPO is inaccurate but convenient
Yes, calling it a “PO” would infer that ARM is going through some Telly-Tubbies phase: Tinky-Winky, Dipsy, La-La and now Po.
SPO ? (Second)
It’s logical but you’d have to explain what it means every time you use it
YAPO ? ( Yet Another )
Add a B
YABPO !!!
Call it YABBA-DABBA-DOO and people will understand this is a good thing.
Is there a Redhat for Risc V?
If not yet then when?
There is RISC-V for Debian, so you have a Linux alternative. There is also a RISC-V version for SerenityOS if you prefer to be ahead of the cutting edge.
Sorry I was not clear.
What I meant was is there a company to distribute, maintain and support Risc V just like Redhat does for Linux.
I see what you mean now. And no, I don’t know of any such companies, and I think it would be too early. The base architecture is slow and was supposed to be rescued by spicy vector instructions, and those have only been agreed upon very recently.
There have also been a few kickstarter projects that seem to have been terminated, which doesn’t help either. Many have been Chinese and Chinese SBCs have a bad reputation for poor documentation and a worse reputation for poor support and quick EOL.
Raspberry PI is getting a bit long in the tooth but they win on long term support.
> That Arm is an AI sell. “AI is going to be everywhere and it all runs on Arm,” says Arm CEO Rene Haas. While this is true on mobile …
Not even true on mobile. Some use the ARM NPUs but Apple, Google and Qualcomm don’t, nor do most of the Chinese chipsets I believe. In fact they’ve been far more successful at the edge using Cortex-M MCUs with the lower power Ethos cores.
ARM IPO is over subscribed. A Wall Street financial education does not include semiconductors. Neither does it apparently include marketing. ARM’s new licensing scheme is an incentive to substitute for ARM. That is the case for Tesla’s dojo supercomputer that uses RISC-V like design. Lattice integrates RISC-V on industrial FPGA chips. I expect more and more effort to expand RISC-V for telephones and servers.