Amazon, Arm, and Softbank: A Happy Coincidence Indeed
August 18, 2023
Note: This essay is the work of a real and still-alive dinobaby. No smart software involved, just a dumb humanoid.
I try not to think about Amazon, Arm, and Softbank. Oh, let me add a footnote to the “Amazon” reference. When deliveries do not arrive or I am scammed, then I do think about Amazon. But most of the time, it is a digital discount store located in a low-rent district.
However, I noted an article about Amazon which caused me to wrinkle my already crinkly brow; specifically, ”Amazon Has More Than Half of All Arm Server CPUs in the World” uses a trigger word for me — “all.” But that is news headline writing today. The main assertion in the article is that Amazon with its multi-billion dollar server business has more Arm CPUs than Apple has three nanometer fabrication commitments. Why are these giant companies involved in “real news” which seems focused on stock amping than improving technology or privacy protections?
Then I remembered that Softbank, an outfit that is losing money on almost 70 percent of its investments, according to the Financial Times, wants to convert Arm into an initial public offering. I then wondered, “Is this confluence of seemingly disparate factoids a happy coincidence?”
My hunch is that somewhere, somehow, an inspired PR / SEO / or marketing professional thought it would be a good idea to pitch Softbank as a giant in the land of artificial intelligence. AI is hot; Softbank’s financials are, in my opinion, not so hot.
The question becomes, “How accurate is the information about these Arm chips?” and “Is the PR push part of an activity which I cannot discern?” And there is the “all”. How important is the Arm IPO dream if Amazon shifts to a different CPU? Good vibrations strike me as important for both Amazon and Softbank.
Stephen E Arnold, August 18, 2023
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