ARM is making a play for more market share in network infrastructure. Today the company unveiled its ARM Neoverse, a new unifying brand for ARM-based technology for high performance computing, cloud, storage, network infrastructure, and edge computing.
ARM provides intellectual property (IP), which it licenses to semiconductor companies that embed it into their chips. Although chips for mobile devices have been ARM’s most successful business, the company has also been successful innovating IP for IT infrastructure processors.
“In the infrastructure space ARM has the largest market share,” said Drew Henry, SVP and general manager for ARM’s infrastructure line of business, during a media briefing last week. “Neoverse is that collection of IP and technology that is designed specifically for the infrastructure. It’s a focus from us of what’s necessary for this new infrastructure, recognizing there is going to be a complete change in the way data is consumed.”
He said that as edge clouds start to develop, there will be systems optimized to do local decision-making, but the data won’t necessarily be co-resident with the compute. “I think there will be some redrawing of the silicon boundaries,” said Henry.
Today ARM provided an early roadmap for its Neoverse infrastructure-class IP. The first implementation of Neoverse will be the launch of its Ares IP platform in early 2019 on 7nm. This will be followed by Zeus (7nm+), and Poseidon (5nm). Henry said these platforms will be released on about a yearly cadence. ARM predicts Neoverse will deliver performance gains of 30 percent per generation through 2021.
“Neoverse is now our dedicated product line designed for servers, for networking switches, for things that go into large data centers, for cell base station towers, all the things you never see when you’re connected to the internet,” said Henry.