July 18, 2024, an outside view of the newly completed Meta Facebook data center.
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arm Stocks grew 5% in Thursday’s report, saying it is developing its own chips and has made Meta one of its first customers.
this Financial Times The report shows that ARM is developing a new product that will compete with many customers. The semiconductor company currently licenses its technology, called instruction sets and more sophisticated core designs so that they can build their own chips.
Historically, ARM has been called “Switzerland“In Chip Technology, it gained reputation by conducting neutral deals with rival chip manufacturers. It counts as Apple, Google, Nvidia, Amazon, Microsoft, Qualcomm, Qualcomm and Intel as customers.
Meta spent as much as $65 billion on AI development this year. While most of its spending is on NVIDIA-based systems, Meta has also purchased other chips, including AMD’s competitorsAnd said it develops its own chips internally.
According to the report, ARM’s chip will be the central processor of the server, rather than the graphics processor that is usually used for the heaviest AI workloads.
Nvidia tries to buy ARM from SoftBank for $40 billion in 2020, and the deal is Blocked by regulators Arm’s key role in the chip market. ARM was released in 2023 and now has a market value of more than US$173 billion.
So far, ARM shares have risen nearly 29% so far in 2025 as it is seen as the core driver of AI systems. Company leadership told investors it wants to sell more advanced technology to existing customers to increase revenue.
ARM CEO Rene Hass quotes billions of dollars in planned center spending Google for $75 billion,,,,, Microsoft for $80 billion and Yuan for $60 billion As an opportunity for ARM earlier this month. “No one backed down,” Haas said.
“No one backed off,” Haas said on a revenue call earlier this month.
ARM is also a technical partner Star Gate The initiative plans to build an AI infrastructure for OpenAI, with plans to spend up to $500 billion.
ARM declined to comment, and Meta did not return a request for comment.
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