Writes for PC Perspective, covers hardware and technology. Full-time dad as well. Mostly tired.
Joined August 2012
- Tweets 57,039
- Following 568
- Followers 3,054
- Likes 92,070
Josh Walrath retweeted
Podcast #843 – AMD V-Cache Lawsuit, RDNA 1 & 2 Support Clarification, Asetek Initium Race Bundle, TP-Link Ban, Cleaning Windows + MORE! dlvr.it/TP8hqL
We also have something of a perfect storm that should not have been ignored by the memory industry. The wind down of Windows 10 has increased PC purchases. This is not news to the top level people in the industry.
Memory makers taking a couple of quarters of increased orders while maintaining production seems to have lead to this situation? Pain for consumers and compute clients, but sure will boost numbers with the big three.
Time flies. I have now owned these @LogitechG Z-5500 speakers for 20 years. They have been flawless, and they sound as good now as they ever have. Eventually all things end, and I hope I can find another set that provides the performance they do. 20 years!
With all the news about memory and datacenter buildouts, I'm wondering if we won't see a pretty big boost in price with current video cards. Not only that, but seems schedules are being pushed out as well for consumer graphics. Good for the bottom line, not so fun for consumers.
Amazing what licensing billions of chips will do for you!
Q2/FY26 $ARM had a triple beat (revenue/EPS/Q3 guide) and got mostly upward revisions. Records all over the place. Stock sits around ~$158.
• Evercore ISI: PT $215 (from $178), Outperform
• KeyBanc: PT $200 (from $190), Overweight
• TD Cowen: PT $190 (from $175), Buy
• Mizuho: PT $190 (from $180), Outperform
• JPMorgan: PT $180 (from $175), Overweight
• UBS: PT $195 (from $200), Buy (trim)
• Needham: Hold (no PT change)
Look at the share gains in the image 👇
The analyst Q&A focused on:
•Concerns around Arm’s China exposure, licensing pipeline, and deal cycle timing.
•Data center and cloud segment revenue mix and future growth.
•Rising operating expenses and R&D investment strategy.
•Adoption rate of Armv9 architecture and higher royalty rates.
•Strategic partnerships, with Meta highlighted for AI infrastructure collaboration.
•Volatility in licensing revenue, with emphasis on deal lumpiness and Q4 expectations.
•Expansion into ASICs, chiplets, and complete SoC solutions, including DreamBig Semiconductor acquisition.
•Scrutiny over SoftBank-related party revenue and its impact on overall results.
I am most interested in learning about any ASICs, chipsets and SOCs.
In case you were asleep when we posted this. The @AsetekSimSports Initium bundle is a compelling offering in a very competitive landscape.
Josh Walrath retweeted
LWDW #Linux fun this week!
😂💖🐧🐧🐧
Jill plays Duet Night Abyss
@DNAbyss_EN,
Amarok goes QT6 & drops Phonon,
Sound Blaster Re:Imagine runs Linux @soundblaster,
Linux Kernel WASM booting in browser,
Thoughts on x86 Panda IOTA SBC
#SwitchtoLinux #FOSS
piped.video/WRnYq7KnTtk
Josh Walrath retweeted
Neuromorphic chip startup @abr_inc has its first silicon - and CEO Kevin Conley says it can run automatic speech recognition in 35 mW. The chip is a state-space network accelerator, the only dedicated state-space network accelerator I know of:
eetimes.com/applied-brain-re…
Josh Walrath retweeted
𝐌𝐎𝐙𝐀 𝐁𝐥𝐚𝐜𝐤 𝐅𝐫𝐢𝐝𝐚𝐲 𝐢𝐬 𝐜𝐨𝐦𝐢𝐧𝐠 𝐬𝐨𝐨𝐧!⚡️
Our biggest deals of the year drop on Nov 14 — mark your calendars and stay tuned.
Your dream sim setup? It’s about to get real. 🏎️✈️
#moza #mozaracing #mozaflight #blackfriday #deals #blackfridaydeals #simracing #racing #flightsim #SimRacingSale #FlightSimSale
Josh Walrath retweeted
Arm just posted its biggest earnings beat yet.
Revenue hit $1.135 billion and non-GAAP EPS reached $0.39, both ahead of expectations, Arm’s largest beat since going public. Royalty revenue climbed 21%, powered by Compute Subsystems (CSS) and data center growth.
I had a chance to talk with @Arm CFO following the results, and one point stood out: CSS isn’t an experiment anymore. With five CSS-based chips shipping and three new licenses signed this quarter, the platform is proving its staying power. Royalty rates for CSS designs are roughly twice those of standard Armv9, which gives every new product cycle added leverage.
Arm data center momentum also continues to build. Neoverse CPUs now power a rumored half of hyperscaler deployments, and AWS expects most new instances to run on Arm-based Graviton over the next year.
While AI is clearly a tailwind, Arm’s growth story runs deeper, diversified across smartphones, cloud, automotive, and IoT. That mix helps insulate it from the volatility of any single market, even AI.
The takeaway: CSS is here to stay, and Arm is quietly building the backbone of the non-x86 segment. How far can this platform advantage stretch?
Sebastian worked double time this evening to format and edit my @AsetekSimSports review of the Initium Bundle! This is a well thought out product with very good performance. Some surprises in there! pcper.com/2025/11/asetek-ini…
Arm yet again has a strong quarter. $1B per Q is actually quite strong for a company that has no physical products it has to ship. They continue to improve their architecture, tools to develop products, and strong partnerships across the globe. Slowly gaining in HPC as well.
Celebrating a strong Q2 FYE26, with revenue surpassing $1B for the third consecutive quarter.
As the only unified compute platform combining unmatched breadth with the performance, efficiency & security the AI era demands, Arm is delivering AI everywhere. newsroom.arm.com/news/arm-q2…
I finished up and submitted my @AsetekSimSports Initium Bundle review. Some 4600 words later... I have had this unit for the past two months and I discovered some really interesting things about it. The more I used, the more I enjoyed.
Josh Walrath retweeted
DDR5 Memory Is Now Twice As Expensive, 16 & 32 GB Prices Hit All Time High Across All Major Retailers wccftech.com/ddr5-memory-twi…
wccftech.com/ddr5-memory-twi…