Arm CEO Sees NVIDIA's Grace Blackwell Boosting Data Center Adoption
Arm CEO Rene Haas believes NVIDIA's Grace Blackwell chip could significantly accelerate the adoption of Arm technology in data centers for AI applications. During the company's fourth-quarter earnings call, Haas highlighted the benefits of integrating Arm CPUs with NVIDIA GPUs in chips like Grace Blackwell.
He explained that this integration allows for a more efficient interconnect between the CPU and GPU, resulting in significantly higher memory access. Compared to conventional systems that connect to an X86 externally over a slower PCI bus, the custom NVLink bus in Grace Blackwell offers much higher memory bandwidth.
Haas concluded that the increased integration of Arm architecture in data centers for AI applications will likely lead to a faster adoption rate than initially projected. This aligns with predictions that the Grace Blackwell chip will drive the next wave of AI innovation.
Arm Reports Strong Q4 Results
Arm Holdings reported better-than-expected fourth-quarter results, with record royalty revenue and strong license revenue. The company announced quarterly earnings of 36 cents per share, surpassing the analyst consensus estimate of 30 cents by 20%. Quarterly sales amounted to $928 million, exceeding the analyst consensus estimate of $875.59 million by 5.99%.