Arm Sells First Own CPU In 35 Years With Meta As Lead Partner
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4 postsNL 
Nathan Labenz@labenzUp now: @awadmo, EVP of Cloud AI at Arm. In March Arm sold its own CPU for the first time in 35 years — after a lifetime licensing designs to everyone else. Meta is lead partner. They named it AGI. What was neutrality worth, and what did it buy?
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NL Nathan Labenz@labenzNathan asked @awadmo what agents change in CPU design. "Simplest answer is that agents don't sleep." Old designs assumed a coffee break. Agents spawn agents nonstop and the CPU is the coordinator — bandwidth per core, no Lotus Notes.
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NL Nathan Labenz@labenzNathan to David Li: American robot demos are tabletop — folding laundry. He can't recall a US company showing one running. Li on the Beijing games: anyone with a robot can enter. Not a setting where if you fail, nobody invests in you.
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NL Nathan Labenz@labenzNathan asked David Li whether model releases make waves in China the way Chinese releases do here — GLM-5.3 rumor cycles, hot takes. Li: "No." A model release in China gets noticed only "if they crash Nasdaq." Otherwise nobody knows.
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