[bhouston]

Yeah, it seems whatever key improvements Qualcomm did for the Snapdragon X and Apple did for the Mx series haven't made it to the Graviton yet. When I said 30% earlier I was talking about value - my understanding is that Graviton is 30% cheaper once you factor in the performance differences.

[Wytwwww]

> Qualcomm did for the Snapdragon X and Apple did for the Mx series haven't made it to the Graviton yet

Why would they, though?

Neither Apple nor Qualcomm have any incentives to share their designs with ARM anymore than they do with Intel, AMD or each other. I wonder how AmpereOne will look assuming it actually ever comes out...

[kmeisthax]

Funny you say that, because ARM is actually suing Qualcomm specifically over this issue.

The Nuvia designs Qualcomm bought were made under an ARM architectural license that specifically restricts all designs sold to only go in servers - not phones, laptops, or anything else. They also weren't allowed to sell the company without destroying the designs first, because Nuvia got a really sweet deal on the architectural license. Qualcomm thinks that doesn't matter, because they have a (much broader) ARM architectural license already - you can't force someone to buy the same license twice, under the principle of rights exhaustion.

ARM furthermore has an incentive to keep architectural licensees from competing with ARM's in-house design licensing business. Apple Silicon isn't a threat to that business because Apple will never sell their own components to third-parties. In fact, that's why they hate right-to-repair so much[0]. They're better off licensing ARM patents and having Apple continue to work on LLVM than trying to squeeze them for more money. Qualcomm on the other hand sells phone chips to other companies, and currently spends a lot of money to package ARM's licensed designs into their own SoCs. Nuvia designs going into those phones would be a significant movement of money from ARM's pocket to Qualcomm's.

[0] To be specific, in a right-to-repair world where individual components have to be sold at the same pricing arrangements available to the OEM, Apple would not be able to have exclusive parts in their phones that other vendors can't have. Apple can't say this, because it's hilariously self-serving and the general public correctly doesn't give a flying fuck about IP law, but you can infer it from conduct.

Apple is perfectly willing to sell you assemblies, of course. Because no vendor is going to buy 100 unrelated parts to get the 1 they care about.

[bhouston]

> Neither Apple nor Qualcomm have any incentives to share their designs with ARM anymore than they do with Intel, AMD or each other.

Techniques leak out as people move around, etc.

For example, AMD had a lead on chiplet designs but now Intel has them in the latest generation. I would expect that ARM will have chiplets designs by the end of the decade as well.

Look at Anthropic that seems to have an LLM that is on par with OpenAI GPT 4.