Arm Holdings ($ARM) podcast mentions
Per Ticker.id: 6 Arm Holdings ($ARM) mentions across 3 podcasts (30 days) — timestamped, verifiable quotes, updated 2026-10-06.
Um, and so we acquired them and we said, look, could you build us a slightly bigger card that actually could take all the network virtualization off and basically give us a bare metal server that has no virtualization on it, no VM virtualization, everything is through APIs on the card. And because we had this view that one, performance would be much better, resource, resource utilization would be better, it'd be, we do, we get security isolation and security isolation would be much, much better. And we tell people, you know, could then legitimately tell people we have no access to any of your VMs that are running there. And, and, um, and this has been a huge huge benefit for us for the last decade where frankly, like we have been leading and, and others have been kind of slow to do this because they, this is not a generalized thing that people can do. But, um, so we got to that and we basically said, look, we're, we're making a lot of progress here. Um, what if we take, you know, and there's a bunch of Arm cores that were on this offload card. And we said, what if we turn that into a server? Uh, and we did that first with Graviton. It was a very underpowered, um, very small server that we launched.
Matt Garman · The a16z Show · Building the Cloud for an Agentic World | AWS CEO Matt Garman · 2026-10-08Um, and, and customers were excited. They're like, ah, I'd love to have an Arm server. This is super interesting. And so we went down the path and, and Graviton, you know, and part of what we did is we looked and saw that there's the, the slope of, you know, Arm cores were getting faster.
Matt Garman · The a16z Show · Building the Cloud for an Agentic World | AWS CEO Matt Garman · 2026-10-08