Arm launches its first in-house chip after 35 years, targeting AI data center market with Meta
29 Sources
[1]
Arm is releasing the first in-house chip in its 35-year history | TechCrunch
Storied semiconductor and software company Arm Holdings is starting to make its own chips after nearly 36 years of licensing its designs to companies like Nvidia and Apple. At an event Tuesday in San Francisco, the company revealed the Arm AGI CPU, a production-ready chip built for running
[2]
Arm Is Now Making Its Own Chips
Arm, one of the world's leading chip design firms, announced Tuesday that it is producing its own semiconductors. The move is a departure from its long-standing model of licensing intellectual property to companies that manufacture and sell chips themselves. Speaking to a live audience in San
[3]
Arm moves beyond IP with AGI CPU silicon -- 136-core data center chip targets AI infrastructure with Meta as lead partner
Arm's first foray into selling production chips, not just licensing IP. Arm today announced the AGI CPU, an up-to 136-core data center processor family that the company designed and will sell as finished silicon. The chip, built on TSMC's 3nm process with Neoverse V3 cores, was co-developed with
[4]
AI-pilled Arm CEO teases mystery products for $1T TAM
Arm CEO Rene Haas took an ice-cold sip of the AI Kool-Aid during a keynote speech at the company's annual conference on Tuesday, teasing a future product that he thinks will pump the British chip designer's total addressable market (TAM) to $1 trillion by the end of the decade. What are those
[5]
Arm to Sell Its Own Chips for First Time in Bid for AI Revenue
Ask Mark Gurman Anything About Apple Ask Mark Gurman Anything About Apple Ask Mark Gurman Anything About Apple From its latest devices, to an AI comeback and the future after Tim Cook, join the live conversation on Thursday, March 26 at 11 a.m. EDT. From its latest devices, to an AI comeback
[6]
Arm jumps as new AI chip to drive billions in annual revenue
March 25 - U.S.-listed shares of Arm Holdings jumped nearly 12% in premarket trading on Wednesday after the chip firm projected billions of dollars in annual revenue from its own new artificial intelligence data-center chip. The new chip marks a pivot for Arm, which has traditionally relied on
[7]
Arm launches own AI chip in high-stakes strategy shift
Meta and OpenAI will be among the first customers of Arm's long-awaited new AI processor, as the SoftBank-backed tech group begins a high-stakes shift in strategy from designing chips for other companies to producing them itself. Arm chief executive Rene Haas unveiled its debut "AGI CPU" in San
[8]
Arm just unveiled its first in-house chip. Raymond James says buy the stock
Investors should scoop up shares of Arm Holdings after the company unveiled its first in-house central processing unit chip amid the artificial intelligence data center boom, according to Raymond James. The investment firm upgraded Arm to outperform from market perform. It also set a $166 price
[9]
Arm just changed the rules, building its first-ever CPU and betting big on agentic AI
Serving tech enthusiasts for over 25 years. TechSpot means tech analysis and advice you can trust. Looking ahead: Today, Arm announced the Arm AGI CPU, the first production silicon product designed and sold directly by Arm in the company's 35-year history. This isn't an IP license and it's not a
[10]
Arm Holdings, in Break From Past, Will Sell Its Own Computer Chips
For years, the company sold chip designs to other companies. Now it plans to sell its own chips for A.I. data centers. Arm Holdings licenses technology to semiconductor designers that powers nearly all mobile phones and many other products. Now, it has a chip of its own to sell. The company, a
[11]
Arm rolls its own 136-core AGI CPU to chase AI hype train
Turns out artificial general intelligence was a CPU this whole time Arm unveiled its first homegrown silicon -- yes, an actual chip, not another shake-n-bake blueprint -- during an event in San Francisco on Tuesday, and said that flagship customer Meta is set to deploy the 136-core CPU at scale
[12]
Arm Lends a Hand, Launches In-House AI Chip With Meta as Its First Customer
Arm, one of the world's leading designers of semiconductors, is building its first-ever in-house chipset. The company will reportedly sell its inaugural line of CPUs, called the Arm AGI CPU, to Meta first, with a slew of other companiesâ€"including OpenAI, SAP, Cerebras, and Cloudflareâ€"lining up
[13]
Arm unveils new AI chip, expects it to add billions in annual revenue
SAN FRANCISCO, March 24 (Reuters) - Arm Holdings announced a new artificial intelligence data center chip on Tuesday which it said will add billions of dollars of revenue and represent a significant shift in the company's strategy. The new chip, called the AGI CPU, will address data-crunching
[14]
Arm stock pops 6% as CEO Haas issues $15 billion revenue expectation for new chip
Inside Arm's $71 million chip lab where its making its first ever CPU Arm Holdings stock popped 6% in after-hours trading on Tuesday as CEO Rene Haas announced 2031 annual revenue expectations that were more than six times what it was in 2025. Haas unveiled Arm's first in-house chip on Tuesday at
[15]
Arm finally moves into silicon
The AI CPU features 136 Neoverse V3 cores and promises double the performance of x86 processors for agentic AI workloads. The architect of many modern smartphones and some PCs, Arm Ltd., just put on a hard hat and picked up a hammer and a nail. Arm, whose intellectual property formed the
[16]
ARM stock price surges today after chip designer announces biggest pivot in its 35-year history
For over three decades, the British semiconductor firm had one primary business model: it designed chips and then licensed those designs to other companies, including Apple and Qualcomm, which would then make their own semiconductors based on Arm's designs. Under this business model, Arm
[17]
Arm launches 136-core AGI CPU for data centers - SiliconANGLE
Arm Holdings plc today debuted a new central processing unit, the AGI CPU, that's optimized to power artificial intelligence clusters. The company says the chip provides more than twice as much performance per server rack as Intel Corp. silicon. Additionally, Arm claims, the AGI CPU can help data
[18]
Arm Enters Merchant Silicon with 136-Core AGI Data Center CPU
Arm has formally entered the merchant silicon market with the launch of the AGI CPU, the first complete processor the company has ever sold under its own name. That is a notable change for a firm whose business has traditionally centered on licensing CPU architectures and core designs to other
[19]
Arm releases first in-house chip in 35 years targeting AI data centers
Arm Holdings has introduced its first in-house chip, the Arm AGI CPU, marking a significant shift in its operational strategy after 35 years of exclusively licensing its designs. This new chip is designed for inference applications in AI data centers and has been developed using Arm's Neoverse
[20]
Meta, Arm to Develop a New Class of CPUs for AI Workloads
Meta and Arm will develop multiple generations of CPUs together Meta and Arm announced a partnership on Tuesday to jointly develop a new class of CPUs that support heavy artificial intelligence (AI) workloads. These CPUs will be designed to support data centres and large-scale AI deployments, and
[21]
US stocks: Arm shares jump 15% as new AI chip to drive billions in annual revenue
U.S.-listed shares of Arm Holdings jumped nearly 12% in premarket trading on Wednesday after the chip firm projected billions of dollars in annual revenue from its own new artificial intelligence data-center chip. U.S.-listed shares of Arm Holdings jumped nearly 12% in premarket trading on
[22]
ARM Stock's Momentum Score Leaps Fueled By In-House AGI Chip Ambitions - ARM Holdings (NASDAQ:ARM)
Massive Surge In Technical Strength The semiconductor designer recently saw its Benzinga Edge's Stock Rankings momentum score more than double week-over-week, leaping from 19.64 to 52.09. This score evaluates a company's relative strength based on its price movement patterns and volatility over
[23]
ARM Takes Matters Into Its Own Hands, Unveiling the 'AGI CPU' as Its First-Ever Silicon for Agentic AI
ARM made a massive announcement at its ARM Everywhere keynote: according to a new blog post, the firm will sell its own 'AGI CPU' for the first time. With agentic AI workloads, CPU has started to become the next bottleneck for hyperscalers, which is why we have seen x86 solutions from Intel/AMD
[24]
Arm jumps as new AI chip to drive billions in annual revenue
The new chip marks a pivot for Arm, which has traditionally relied on licensing its designs to companies such as Nvidia and Qualcomm and then collecting a royalty payment based on the number of units sold. US-listed shares of Arm Holdings jumped nearly 12% in premarket trading on Wednesday after
[25]
Arm's Big AI Chip Move With Meta Sends Stock Soaring - ARM Holdings (NASDAQ:ARM)
Arm Holdings Plc (NASDAQ:ARM) shares are rising in Wednesday's premarket session. The company announced a major expansion into production silicon with the launch of its first AI-focused data center CPU. This positions Arm to tap into the growing demand for AI infrastructure. Expansion into
[26]
Arm unveils AGI CPU for AI data centers and partners with Meta
Arm Holdings has announced the Arm AGI CPU, its first production silicon designed for AI data centers. This marks the first time the company is extending its compute platform beyond IP and Compute Subsystems (CSS) into full silicon products. At the same time, Arm confirmed a partnership with Meta,
[27]
Arm shares rally as new AI chip to drive billions in annual revenue
Arm sparked a rally in shares of companies that make central processors on Wednesday with a prediction that its new data-center chip would bring in billions of dollars in annual revenue. Shares of the SoftBank Group-controlled company soared 20 per cent to their highest since November, while
[28]
Arm pivots strategy in move cheered by markets
Arm Holdings shares surged on Wednesday, emerging as the top performer on the Nasdaq 100. This rally follows the announcement of its first processor, the Arm AGI CPU. The group anticipates approximately $15bn in revenue by 2031 from this chip, with a gross margin exceeding 50%. This processor was
[29]
Arm launches its first chip and shifts strategy with Meta as key client
Arm has unveiled its first internally developed chip, dubbed the AGI CPU, designed for artificial intelligence inference in data centers. Meta is one of the first customers, alongside several partners such as OpenAI, Cloudflare, and SAP. Until now, Arm positioned itself as a provider of chip
Share
Copy Link
Arm Holdings is making its own chips for the first time in its 35-year history, unveiling the AGI CPU designed for AI workloads in data centers. Meta is the first customer for the 136-core processor, which Arm says will deliver superior performance per watt compared to traditional x86 platforms. The move shifts Arm from pure IP licensing to direct silicon sales.
Arm Breaks From Tradition With First In-House Chip
Arm Holdings announced Tuesday it is selling its own chips for the first time, marking a historic shift for the company that has spent 35 years exclusively licensing semiconductor technology to partners like Nvidia and Apple
1
. At an event in San Francisco, CEO Rene Haas unveiled the Arm AGI CPU, a production-ready processor built specifically for AI workloads in data centers2
. The chip packs up to 136 Neoverse V3 cores running at up to 3.2 GHz all-core and 3.7 GHz boost, all within a 300-watt TDP3
. Built on TSMC's 3nm process, the AGI CPU represents Arm's departure from its long-standing IP licensing model and positions the company as a direct competitor to chipmakers it once only partnered with5
.
Source: Tom's Hardware
Meta Leads Partnership as First Major Customer
Meta is the first customer for the AGI CPU and served as the lead partner in developing the silicon
1
. Santosh Janardhan, head of infrastructure at Meta, said the two companies worked together on the chip and are committed to a multi-generation roadmap3
. The social networking giant plans to deploy the AGI CPU alongside its custom MTIA accelerators to improve data center performance density5
. Beyond Meta, Arm confirmed commercial commitments from OpenAI, Cerebras, Cloudflare, F5, SAP, Rebellions, and SK Telecom3
. Sachin Katti, head of industrial compute at OpenAI, said the AGI CPU will strengthen the orchestration layer that coordinates large-scale AI workloads3
. Off-the-shelf systems using the chip are available now from sellers such as Quanta Computer and Super Micro Computer, with full production availability expected in the second half of this year5
.Targeting Agentic AI Infrastructure and Data Center Market
Arm designed the AGI CPU specifically for what it calls "agentic AI infrastructure," the CPU-side orchestration work required to coordinate accelerators and manage data movement in large-scale AI deployments
3
. Rene Haas has high hopes for agentic AI to accelerate Arm's data center business, predicting the company's datacenter silicon will catapult its total addressable market to more than $100 billion by the end of the decade4
. These figures are based on the belief that agentic frameworks will quadruple the demand for CPU cores4
. While models powering agentic systems run on specialized accelerators, the agents themselves run on processors and need additional compute and memory resources to execute code generated by models to automate tasks4
. The chip supports 12 channels of DDR5 memory at up to 8800 MT/s, delivering more than 800 GB/s of aggregate memory bandwidth with a target of sub-100ns latency3
.
Source: The Register
Performance Claims Against Intel and AMD x86 Platforms
Arm executives emphasized the company's history of designing energy-efficient chips and claimed the AGI CPU will be the world's "most efficient agentic CPU on the market"
2
. Compared to competitors like the latest x86 platforms made by Intel and AMD, Arm says this chip will deliver better performance per watt and could save customers billions of dollars in electricity spending2
. The company claims the AGI CPU delivers more than two times the performance per rack compared to the latest x86 platforms, though this figure is based on internal estimates rather than independent benchmarks3
. Mohamed Awad, Arm's EVP of Cloud AI, argues that the company's AGI CPU is better suited to agentic tasks thanks to a streamlined core that foregoes extraneous functionality and doesn't rely on simultaneous multithreading4
.
Source: The Register
Related Stories
Competition Intensifies in AI Data Center Silicon
Arm's increasing reach is a direct threat to Intel and AMD's x86 data center products, though Haas argues the market is "plenty big enough for multiple players"
5
. The company faces competition from multiple fronts. AMD's latest Epyc processors, due out later this year, will offer up to 256 cores—nearly twice the core count of Arm's new chip even with simultaneous multithreading turned off4
. Nvidia just introduced a new CPU lineup targeting the same category, though Haas said his chip aims at a different part of the market. The move also risks complicating Arm's relationship with customers, as most of the biggest buyers of data center silicon have their own in-house chip programs that license technology from Arm5
. Ben Bajarin, CEO and principal analyst at Creative Strategies, notes that Arm could be perceived more as a competitor than partner as its strategy evolves2
.Future Roadmap and Market Implications
Arm said the AGI CPU product line will continue in parallel with the Arm Neoverse CSS product roadmap, with follow-on products already committed
3
. To stay competitive, Arm will be releasing new chips as early as next year with a third-gen AGI CPU already under development4
. The company decided to make the new chip because customers asked for it, with Haas stating the product is "not only compelling—but we actually have customers who are lined up to buy it"5
. The shift helps Arm benefit from bigger-ticket purchases, as even the most expensive smartphone chips cost tens of dollars while the highest-end data center silicon can run in the tens of thousands5
. Under Haas, Arm has increased revenue by more than 20% a year, with annual sales topping $4 billion for the first time in 20255
.References
Summarized by
Navi
[2]
[3]
[4]
Related Stories
Arm Holdings Reports Strong Q3 Results Amid AI Boom, But Faces Valuation Concerns
06 Feb 2025•Business and Economy
Arm Holdings forecasts quarterly revenue above estimates as AI chip demand accelerates
30 Jul 2026•Business and Economy
Arm Holdings Poised for Growth as Edge AI Emerges as New Frontier
20 Jul 2024
Recent Highlights
1
OpenAI's AI Math Breakthrough on Navier-Stokes Equations Ignites Fierce Controversy Over Credit
Science and Research
2
Nvidia CEO Jensen Huang Declares AGI Has Arrived With OpenAI's GPT-6 Astra Release
Technology
3
Apple debuts $1,999 iPhone Duo foldable and A20 Pro chip as new CEO John Ternus takes the stage
Technology
Recent Highlights
Today's Top Stories
Don’t drown in AI news. We cut through the noise - filtering, ranking and summarizing the most important AI news, breakthroughs and research daily. Follow topics that matter to you and stay ahead.
