Arm发布CSS for Mobile 2、Neoverse CSS N4与Physical AI生态更新（The Elec 9月9日汇总转载），无新增订单或金额

Arm is preparing for the spread of agentic artificial intelligence (AI) across mobile devices, data centers and robotics.
Arm unveiled “CSS for Mobile 2,” its latest compute subsystem (CSS) for mobile devices, on Sept. 7. CSS for Mobile 2 combines the Mali G2 Ultra NX graphics processing unit (GPU) with the C2 CPU Cluster.
The platform is optimized for edge environments as agentic AI evolves. Arm expects agentic AI workloads to increasingly shift from data centers to edge devices such as desktops, laptops and mobile devices, driven by high token costs, long latency and security concerns. The company expects on-device computing, which operates physically closer to users, to become increasingly important in addressing these issues.
The Mali G2 Ultra NX features a dedicated neural accelerator. It supports neural super sampling, which renders graphics at a lower resolution and then uses AI to reconstruct them at a higher resolution, extending technology previously used on desktops to mobile environments. Arm placed the neural accelerator close to the GPU to enable neural graphics at about 1 watt of power on mobile devices. Frame rates can increase by as much as fourfold at the same power level.
The C2 CPU Cluster enhances Scalable Matrix Extension 2 (SME2) capabilities for AI computing. While the previous C1 supported one SME2 unit, the C2 can be configured with up to two. SME2 performance in the C2 reaches 5 to 7 trillion operations per second (TOPS). General CPU performance has also improved, with single-thread performance up 15% and multi-thread performance up 12% from the previous generation. Processing time for agentic AI workloads is reduced by as much as 24%.
Arm also introduced “Neoverse CSS N4” for data centers. The platform is designed to accelerate development of custom systems-on-chip (SoCs) for general-purpose computing, networking and storage. It supports enhanced security, higher memory bandwidth, chiplet interfaces, LPDDR6 and PCIe Gen7. Arm increased design flexibility so customers can configure core counts, cache capacity and input/output (I/O) according to their requirements. Performance per socket is more than double that of the previous generation, while performance per watt improves 25% and memory bandwidth increases 75%.
Arm also provided an update on its first silicon chip, the “AGI CPU,” announced in March. The company said OpenAI, Meta, Cloudflare, Oracle, SAP and Lenovo are developing AGI CPU-based solutions following its launch.
Related products are expected to be released in the coming months. Customers that design their own SoCs can receive the technology as intellectual property (IP), while those seeking to rapidly expand computing infrastructure can choose finished products.
Arm is also strengthening its push into the physical AI market, including autonomous driving, robots and drones. The company estimates the physical AI computing market is currently worth $25 billion and expects it to grow to more than $200 billion after 2030.
Arm also announced the launch of Total Design for Physical AI, with more than 80 key companies including AWS, Hugging Face, NXP, Siemens and Unitree participating. The initiative links the entire development cycle — including silicon, cloud, sensing, security and system validation — with the physical AI ecosystem to support product development. Arm is also developing a common framework for robotics platforms, aiming to rigorously standardize robot capabilities by level, similar to the Level 1-to-5 system used for autonomous driving.