Uploaded March 2026 | Updated September 2026, 2 weeks ago
At Arm's launch of its first silicon, the Arm AGI CPU, in San Francisco, California, many media and analysts were present in addition to customers and ecosystem partners. EE Times' Nitin Dahad chatted to one of the analysts, Neil Shah, co-founder & vice president of research, at Counterpoint Research, to get his take on the big news.
As a reminder, Arm has historically only licensed its processor technology to customers, and never made its own silicon. But that changed with the launch of the Arm AGI CPU, which Arm said was due to the demand from hyperscalar customers looking to address the massive compute requirements from agentic AI.
Developed in partnership with Meta, the new CPU could be seen as Arm potentially competing with its own customers. But at the launch event in San Francisco, it was clear that the message was different: that Arm's silicon provides more 'optionality' to customers to develop their solutions for agentic AI workloads faster.
In this video conversation, Neil Shah gives his take on whether this will see Arm competing with its own customers and the impact on the market. Shah said that it might be slightly competing withg Nvidia but is definitely going head on with the x86 market, but that there is enough room for growth for everyone due to the variety of AI workloads.
He said that it's really about targeting customers who are looking to have heterogeneous architectures in the data center, and that he expects Arm will certainly capture significantly more value from the market with the addition of this new CPU.
Watch the full video interview here.
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At Arm's launch of its first silicon, the Arm AGI CPU, in San Francisco, California, many media and analysts were present in addition to customers and ecosystem partners. EE Times' Nitin Dahad chatted to one of the analysts, Neil Shah, co-founder & vice president of research, at Counterpoint Research, to get his take on the big news.
As a reminder, Arm has historically only licensed its processor technology to customers, and never made its own silicon. But that changed with the launch of the Arm AGI CPU, which Arm said was due to the demand from hyperscalar customers looking to address the massive compute requirements from agentic AI.
Developed in partnership with Meta, the new CPU could be seen as Arm potentially competing with its own customers. But at the launch event in San Francisco, it was clear that the message was different: that Arm's silicon provides more 'optionality' to customers to develop their solutions for agentic AI workloads faster.
In this video conversation, Neil Shah gives his take on whether this will see Arm competing with its own customers and the impact on the market. Shah said that it might be slightly competing withg Nvidia but is definitely going head on with the x86 market, but that there is enough room for growth for everyone due to the variety of AI workloads.
He said that it's really about targeting customers who are looking to have heterogeneous architectures in the data center, and that he expects Arm will certainly capture significantly more value from the market with the addition of this new CPU.
Watch the full video interview here.
----
Also:
🎙 Listen to EE Times On Air podcasts on power, embedded, AI, and more: eetimes.com/podcasts/?utm_source=eetimes_youtube&utm_medium=social&utm_campaign=description
🎥 Don't miss an episode and subscribe to our YouTube channel: youtube.com/@eetimes747
Stay up to date with the latest news in the electronics industry
➡️ EE Times: eetimes.com/?utm_source=eetimes_youtube&utm_medium=social&utm_campaign=description
➡️ Power Electronics News: powerelectronicsnews.com/?utm_source=eetimes_youtube&utm_medium=social&utm_campaign=description
➡️ Embedded: embedded.com/?utm_source=eetimes_youtube&utm_medium=social&utm_campaign=description
➡️ EDN: edn.com/?utm_source=eetimes_youtube&utm_medium=social&utm_campaign=description
📰 Subscribe to our newsletters: aspencore.dragonforms.com/loading.do?omedasite=EventSubscription&pk=youtube
🖥️ Attend free tech webinars: eetimes.com/webinars/?utm_source=eetimes_youtube&utm_medium=social&utm_campaign=description
📈 Download free industry white papers: eetimes.com/techpapers/?utm_source=eetimes_youtube&utm_medium=social&utm_campaign=description
🎤 Check out our virtual events on EE Times: events.eetimes.com/?utm_source=eetimes_youtube&utm_medium=social&utm_campaign=description
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