Arm challenges NVIDIA Corporation? Inviting Amazon.com, Inc. AI chip experts to develop self-developed chips.

date
19/08/2025
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GMT Eight
Arm Holdings has hired Amazon's artificial intelligence chip director Rami Sinno to participate in its in-house full chip development plan.
According to informed sources, Arm Holdings has hired Rami Sinno, the AI chip director of Amazon.com, Inc., to participate in its independent chip development plan. Sinno was previously responsible for the development of Amazon.com, Inc.'s self-developed AI chips Trainium and Inferentia, which are specifically used to build and run large AI applications. As a key player in the global chip architecture field, Arm has not yet ventured into self-owned chip manufacturing. Its business model focuses on designing core architectures and instruction sets and licensing them to customers. Companies such as Apple Inc. and NVIDIA Corporation use Arm technology to design chips, and the company earns revenue through patent fees. Devices based on Arm architecture cover almost all smartphones globally, and its server chips have made breakthroughs in the data center market dominated long-term by Intel Corporation and AMD. In July of this year, Arm announced that it will invest some of its profits in self-owned chips and other components manufacturing. CEO Rene Haas publicly stated that the company is exploring possibilities beyond traditional design businesses, including building smaller, function-specific, and modular chip versions to ultimately form a complete system solution. This strategic transformation is seen as a key move for Arm to expand its business scope. According to previous reports, Arm outlined its plans in sealed court documents in December of last year and recruited executives from competitors in February of this year. In recent years, the company has continuously strengthened its capabilities in complete chip and system design, introducing executives with extensive experience in large-scale system design and chip engineering from Hewlett Packard Enterprise Co., Intel Corporation, and Qualcomm. Sinno's joining is seen as an important move for Arm in the field of AI chips. Amazon.com, Inc.'s self-developed chip aims to provide AI computing solutions that are more cost-effective than NVIDIA Corporation's GPUs, and this experience may help Arm develop more competitive dedicated chip products.