Arm secures Meta as first customer for ambitious new chip project

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ARM plans to launch its own segment this year after Meta is secured as one of its first customers, in a fundamental change to the business of the soft bank owned by the Soft Bank to license its plans for Apple and NVIDIA.
René Haas, CEO of ARM, will reveal the first tranche she made at home early this summer, according to people familiar with the UK -based group plans.
The transition from the design of the basic building blocks of the chip to make its full processor can increase the balance of power in the semiconductor industry of 700 billion dollars, putting his arm in competition with some of its largest customers.
Softbank Masayoshi Son put his arm in his plans to build a wide infrastructure for artificial intelligence. The launch of the ARM chip is only one step in its larger plans to move to the production of artificial intelligence chips, says people familiar with the plans.
Last month, the son revealed to him Stargate initiativeHe and Openai plans to spend the alleged infrastructure worth $ 500 billion, with Abu Dhabi State Fund MGX and Oracle also providing financing for the US -based project. ARM is a major technology partner for Stargate, along with Microsoft and NVIDIA.
The ARM chip is expected to be a central processing unit (CPU) for servers in large data centers and is based on a base that can then be customized to customers including Meta, according to those who see the plans. These people said that external production sources will be used to the manufacturer such as TSMC.
Softbank is also closed to Aprie, a chips -backed from the curtain -based chips for servers that can be estimated at about $ 6.5 billion. Persons familiar with the plans said this deal is essential for the ARM project.
The value of the arm -based arm in Cambridge has multiplied more than 160 billion dollars since it was listed on the Nasdaq Stock Exchange in 2023, which the explosive investor’s interest in artificial intelligence holds. ARM partnerships with NVIDIA and Amazon have pushed their rapid growth in data centers that operate artificial intelligence aides from Openai, Meta and Anthropic.
Meta is the latest large technical company that turns into an arm of the server slices, which traditionally provides that of Intel and AMD.
During the profit call last month, Susan Lee, Meta Financial President, said that she “will expand our Silicon’s efforts to [AI] Training work burdens “to push greater efficiency and performance by setting its chips to meet the needs of special computing.
Meanwhile, it is also possible that the arm slice produced by the arm will play a role in Sir Johnny Eve Secret plans To build a new type of Acting personal devices, which is a cooperation between LoveFrom for the IPHONE, Sam Altman designer from Openai and SoftBank.
ARM designs have been used in more than 300 billion chips, including almost all smartphones in the world. Its energy -saving designs have made CPUs, which is the backbone of the general purposes that are located at the heart of any computer, which is an increasingly attractive alternative to Intel chips in computers and servers at a time when Amnesty International makes more intense energy data centers.
The ARM, which started in Turkey’s converted in Cambridgeshire 35 years ago, has become everywhere in the mobile devices market by licensing its designs to Apple for its iPhone slices, as well as Android suppliers such as Qualcomm and MediaTek. Maintaining its unique position in the middle of the competitive mobile market strongly requires a accurate budget law for the arm.
But the son has long paid to ARM to earn more money from her intellectual property. In the era of Haas, who became the CEO of 2022, the ARM business model began to develop, with a focus on leading royalties higher than customers as the company designs more building blocks needed to make a chip.
The move forward by building and selling its own chip is a bold step by Haas, which you risk placing it in a collision cycle with clients such as Qalcomm, which has already been secured in Legal battle With ARM on licensing terms, NVIDIA, the most valuable chips maker in the world.
The arm, SoftBank and Meta, refused to comment.
Additional reports from Hana Murphy
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2025-02-13 18:35:00