With Cloudless AI at the Edge forecast to have huge growth and BRN being the only business that is currently commercial in this area it is hard to see ARM not including in their plans - unless they have no interest in participating in this new segment of the AI industry.
If they are interesting in participating in the Cloudless AI at the Edge via BRN then it is likely they would have an NDA as they would not want competitors to steal their 'thunder'.
ARM are looking at sometime in 2025 at which point firm plans for Gen3 should be available.
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