Arm

“Point2 Technology, a San Jose, Calif.-based maker of data center interconnect solutions, raised $60m in Series B extension funding.”

“SoftBank founder Masayoshi Son has put the company at the center of the AI boom through Arm, OpenAI, data centers, chips, and robotics, raising investor concern that the sprawling Japanese group is again overly dependent on its founder's all-or-nothing instincts.”

“Herman was the creator of Acorn Computer, which was the Apple II of the UK back in the 70s. And then he created with his team, the ARM processor. So Acorn RISC Machine.”

“Share changed when the rise of graphics emerged and you got the dedicated GPU — that's how NVIDIA was born. Share changed when cell phone compute emerged and Intel and AMD... got zero share. And it all moved to ARM.”

“Now the ratio is actually moving from to one CPU to four GPUs, and so it's improved kind of by 2X already, and we think it actually has a chance to flip the opposite direction, which is one GPU to four CPUs.”