US EditionArm releases first in-house chip, with Meta as debut customer
Arm shifts from licensing to selling finished silicon with its AGI CPU, co-developed with Meta, targeting agentic AI workloads and promising 2x performance per rack, Arm said.
- Arm Holdings is launching its first in-house chip , marking a shift from its long-standing model of licensing designs to actually producing silicon.
- The move puts Arm in direct competition with some of its own customers in the chip industry.
- Meta is the first major partner, as it ramps up AI data center spending and continues sourcing chips from Nvidia and Advanced Micro Devices.
86 Articles
86 Articles
Arm Shoulders More of the Supply Chain by Making a Chip
Arm’s stock flexed more than 16% on Wednesday after the chip designer decided to take chip-making into its own hands. The 35-year-old company previously made money mostly by licensing its designs to other players in the chip ecosystem, including Qualcomm and Nvidia, and then scooping up royalties from their sales. Now, Arm wants to make its own chip built to support agentic AI. Arm already has its first customer queued up: Meta, which is collab…
The Nasdaq Could Pop 2% On Today's News
Quick Read Arm Holdings (ARM) jumped 15% after entering the physical silicon business for the first time with its AGI CPU chip, projected to generate $15B in annual revenue within 5 years and lift the broader chip sector, while Intel (INTC) rose 3.4% and AMD (AMD) gained more than 1% on the announcement. The Invesco QQQ Trust (QQQ) tracks the Nasdaq-100 with a 48.9% weighting in information technology, meaning semiconductor strength flows direc…
After providing designs to the world's largest hardware manufacturers, Arm presented its first internal chip. On behalf of CPU AGI, the new central processing unit for brand data centres...
The British chip developer Arm is launching its own AI processor for data centers to make a fundamental change in strategy. The new chip is intended to give the company additional revenue in billions, said Arm on Tuesday. "This is a very crucial moment for the company," said CEO Rene Haas of the news agency Reuters. During the development, Arm worked with Facebook's parent company Meta. The processor called "AGI CPU" is specifically designed for…
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