Would put those AI accelerators out of Arm's reach, at least
Though the business news wire didn't make clear which chip family we're specifically talking about here,"second-gen" would suggest – and it's not been confirmed – an expanded partnership to provide SiFive processor cores for Google's tensor processing units .
Beyond the fact Google used the cores, we don't know whether they were ever deployed at scale or if they were just implemented as an experiment. Google may be waiting for a second-generation to more widely deploy.the X280's successor, the X390, alongside its performance-optimized P870 cores. That X390 could be the basis of the aforementioned second-gen part.
In any case, the documents would seem to suggest a sizable uptick in revenues for SiFive from licenses and royalties.
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