ARM
ARM business and news from across the web.
Arm's ray-traced demo of its neural technologies for mobile phone gaming proves that there's an alternate chip…Arm has partnered with Sumo Digital to showcase its new neural rendering technologies for mobile GPUs with a tech demo called Neural Dawn. The demo features ray tracing, AI denoising, and frame generation, suggesting potential applications beyond phones, particularly for handheld gaming PCs. While the technology is impressive, widespread adoption by game developers remains a significant hurdle.
New Arm tech enables the use of Unreal Engine MegaLights on mobileArm has unveiled its new neural graphics technology, demonstrated in the mobile game Neural Dawn developed by Sumo Digital. This technology enables the use of Unreal Engine MegaLights and ray-tracing on mobile devices for the first time, previously only available on PC and consoles. The Arm Mali GPU, incorporating machine learning, aims to deliver desktop-class visuals while preserving battery life, allowing for longer gaming sessions and dynamic lighting previously unachievable on mobile platforms.
Nvidia may have announced the RTX Spark, but the first true Nvidia CPU for the PC is coming in 2028Nvidia has revealed its roadmap for the RTX Spark, which will feature its own Vera CPU cores designed in-house, expected in 2028. The current RTX Spark uses licensed Arm CPU cores, but the 2028 iteration aims for world-class single-threaded performance. Nvidia also plans further generations through 2030.- ARM Q4 FY26 earnings results beat revenue and EPS estimatesARM reported its Q4 FY26 earnings, exceeding both revenue and earnings per share estimates. Following the announcement, ARM's stock experienced an increase.
- Taiwan Semi (TSM) exits ARM position after dumping $231 million of sharesTSMC has confirmed its exit from its ARM holdings, having sold $231 million worth of shares. The company announced this decision alongside its latest earnings report.
Nvidia denies report that it is in talks to acquire a major PC company but Dell, HP, Lenovo and Asus share prices jumped…Nvidia has denied reports that it is in talks to acquire a major PC company, refuting claims made by SemiAccurate. Despite the denial, share prices for HP, Dell, Asus, and Lenovo saw a notable increase following the initial report. Nvidia has recently focused on its datacenter and client computing divisions, developing new chips and collaborating with Intel.
Nvidia Eyes Mystery PC Gaming Acquisition: The Plot ThickensNvidia is reportedly in negotiations to acquire a large PC-oriented company, sparking widespread speculation within the gaming community. Potential targets range from hardware manufacturers like Corsair or ASUS to software companies in the AI or streaming sectors. Concerns have been raised regarding potential monopolistic practices, increased prices, and the impact on future innovation and competition.- AI Yi-Yi!Reports indicate that banks involved in SpaceX's potential IPO are being urged by Elon Musk to subscribe to Grok. Separately, Arm chips are projected to power 90% of AI servers by 2029, driven by custom processor designs.
- ARM announces AGI CPU, its first company-made chipARM has announced its first company-made chip, an AGI CPU designed specifically for AI data centers. This marks a significant development in ARM's strategy to provide hardware solutions for the growing artificial intelligence market.
Google and Samsung built a tool to boost the gaming experience on your phoneGoogle and Samsung have collaborated to create Sokatoa, a new GPU profiler tool designed to help Android game developers identify and fix performance issues. The tool utilizes multi-frame GPU profiling to detect subtle rendering problems that traditional single-frame tools miss, aiming to improve game stability and reduce rendering headaches for developers. Sokatoa supports various GPUs and has received positive feedback from early testers like Supercell and Unity.
Sumo Digital partners with Arm to test AI-powered neural graphics techSumo Digital is partnering with chip manufacturer Arm to evaluate the application of AI-powered neural graphics technology in mobile games. This collaboration aims to enable PC-quality graphics on mobile devices, with Arm's technology set to ship in GPUs this year. The partnership is expected to demonstrate significant improvements in GPU workload savings and frame rates.
Hyper Light Drifter studio Heart Machine voluntarily recognises unionIndie developer Heart Machine has voluntarily recognized a union formed by 13 of its staff members, following several rounds of layoffs. Separately, Sumo Digital is partnering with Arm to evaluate new AI-powered neural technology for mobile game development, aiming to bring PC-quality graphics to mobile platforms.
Sumo partners with Arm to help test mobile game capabilities on new AI-powered chipsUK games firm Sumo Digital is partnering with chip specialist Arm to evaluate its new AI-powered neural technology for mobile gaming. Arm's technology aims to deliver PC-quality graphics on mobile devices using AI-accelerated GPUs. Sumo Digital CEO Gary Dunn expressed excitement about the potential for a paradigm shift in mobile gaming capabilities.
The cores in Nvidia's upcoming PC processor achieve 'performance parity' with Intel and AMD's latest chips, but will it actually be any good for games?Nvidia's upcoming GB10 'Superchip' for PCs, featuring Arm's Cortex X925 cores, shows performance parity with the latest desktop CPUs from Intel and AMD. However, its suitability for gaming hinges on effective x86 code emulation, a feature not explicitly documented on the Cortex X925 core, unlike Qualcomm's Snapdragon X CPU.