https://techcrunch.com/2023/09/14/arm-after-the-ipo/

“The growth of AI, I believe, is the growth of Arm,” Arm EVP and Chief Commercial Officer Will Abbey told me this morning, minutes before the chip designer’s stock started trading on Nasdaq. While AI may not always be the first thing you think about when you hear about Arm, when I asked Abbey about what’s next for the company, he immediately jumped to AI. “When I think about what’s next, firstly, AI runs on Arm today — and AI is everywhere. So when I think about what’s next, what that means for us is as AI continues to be more pervasive, I think that demands for more compute, more power efficiency and a software ecosystem that’s relevant for AI will drive us to continue to deliver in those areas of compute, power efficiency and ecosystem.”

He cited Nvidia’s Grace Hopper superchip as an example for this. It features 72 of Arm’s Neoverse core, combined with Nvidia’s H100 Tensor Core GPU. It was, of course, this kind of synergy that led Nvidia to try to acquire Arm, even though the deal later fell through due to regulatory concerns. “We believe that whether it’s training which is taking place today, which will lead to inferencing downstream, the ARM architecture is ideal to enable AI at scale,” said Abbey.