To read instead, from the same guy:<p><a href="https://morethanmoore.substack.com/p/a-quiet-giant-steps-forward-arm-v9" rel="nofollow">https://morethanmoore.substack.com/p/a-quiet-giant-steps-for...</a>
<i>In addition, based on AMD ROCm™ software, an open-source AI/HPC software stack for GPUs, and Fujitsu’s Arm-based FUJITSU-MONAKA software, Fujitsu and AMD will enhance their collaboration with the open-source community. Both companies seek to advance the development of open-source AI software that is optimized for the AI computing platforms they will provide, and work to expand the ecosystem.</i><p><a href="https://www.fujitsu.com/global/about/resources/news/press-releases/2024/1101-01.html" rel="nofollow">https://www.fujitsu.com/global/about/resources/news/press-re...</a><p>ARM is supposed to be releasing their own AI chip soon, so I'm not really sure what's going on here, other than all these major companies just see incredible demand for chips:<p><a href="https://www.ft.com/content/95367b2b-2aa7-4a06-bdd3-0463c9bad008" rel="nofollow">https://www.ft.com/content/95367b2b-2aa7-4a06-bdd3-0463c9bad...</a><p>Would it be wrong to say these will probably be our inferencing chips instead of GPUs going forward?