You didn’t have to crank up Queen to hear the refrain in the background when ARM CEO Warren East stepped on stage in Silicon Valley this morning to deliver his keynote at the 2012 edition of ARM TechCon. No matter how you slice the pie, ARM is the champion of the world. They know it, they know that you and I know it, and we know that they know that we know it.
Yet despite all that knowing, the guys from ARM seem like a pretty likable bunch. A month ago, I heard ARM CTO Mike Muller give the keynote at the Sophia Antipolis Microelectronics Forum, where he left the same impression with his audience on the Cote d’Azure that Warren East left with his audience this morning in the heart of Silicon Valley: ARM puts cooperation above competition, partnering above posturing, and the well-being of the world above the well-being of the bottom line of ARM or the pocketbook any of its employees.
ARM may be the champion of the world, but it’s for a reason. They’re very good at what they do, they’ve had the luck and foresight to be in the right place at the right time over the last 2 decades, and they are as concerned as the rest of us about the plethora [read “billions”] of digital devices descending on the world which threaten to drive us all to the brink of destruction by way of global warming, polluted environs, or both.
Okay, that’s my qualitative take on this morning’s keynote. Following is a more quantitative version.