Arm unveils AGI CPU, its own AI chip, a departure from its traditional role as a designer of chips for others; Meta and OpenAI are early clients; ARM jumps 10%+
SoftBank-owned tech group projects fivefold revenue increase in five years — Meta and OpenAI will be among the first customers …
Financial Times
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Discussion
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@benitoz
Ben Pouladian
on x
Arm just put this slide up. ‘Arm AGI CPU’ vs ‘x86 CPU.’ Their words on x86: ‘Execution overhead. Legacy feature support. Performance throttled. Technical debt.’ Shots fired at Intel and AMD. This is not a roadmap it's a declaration of war. [image]
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@benitoz
Ben Pouladian
on x
Arm just revealed a custom CPU co-designed with Meta. This is foundational not a one-off ASIC, but an ecosystem play. When the largest AI consumers start designing their own silicon with Arm, the x86 datacenter moat erodes fast
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@caro_milanesi
Carolina Milanesi
on x
. @Arm spent decades as the quiet IP licensor behind everyone else's brand. Owning the agentic CPU narrative as a named vendor is a different game entirely. Power efficiency was always the moat. Now they get to say so out loud.
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@benbajarin
Ben Bajarin
on x
Purpose designed CPU for agentic workloads is the reason we will have cloud (web software) native data center CPUs and then agent native CPUs as a greenfield growth category. Good for everyone making CPUs whether Arm or x86. [image]
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@arm
@arm
on x
A new era for the Arm compute platform begins; we're making silicon. Introducing the Arm AGI CPU. Designed for a new class of agentic workloads in the data center, the Arm AGI CPU delivers leading performance per rack with the scale and efficiency to match. This marks a new ph…
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@benbajarin
Ben Bajarin
on x
It will be important to analyze this within the context of what workloads are underserved in agentic compute. Most customers custom Arm CPUs will be integrated/bundled to their accelleratores. $Arm believes there is a slice of the market for @Arm vendor solution that bridges the
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@katietarasov
Katie Tarasov
on x
Another bit of @Arm news from me today - the new chip dropped the stock 1.5% then it popped 6% when investors heard these numbers
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@benbajarin
Ben Bajarin
on x
$arm CEO @renehaas237 emphasizing @arm now sells IP, complete subsystems, and now chips. Tapping into a much larger revenue pool than just licensing should bring $$ upside faster than most have modeled. [image]
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@benbajarin
Ben Bajarin
on x
$Arm CEO @renehaas237 articulating, with nice charts!, what I have been highlighting about why agentic workloads need a lot more CPUs. AND announce their own silicon called AGI CPU to fill this market need of agent native CPUs. [image]
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@theaustinlyons
Austin Lyons
on x
Post See new posts Conversation Austin Lyons @theaustinlyons Arm is now a merchant silicon vendor. Not just an IP company. @renehaas237 's rationale: Agentic AI era needs more CPUs in the same GW power envelope. Arm's legacy is power-efficient CPUs
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@ernie.tedium.co
Ernie Smith
on bluesky
After years of selling reference designs, ARM is now making its own CPUs. Interesting. newsroom.arm.com/news/arm-agi...
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@laurengoode
Lauren Goode
on x
My next Big Interview for @wired is out, and the timing couldn't be better: In the days before Arm was set to launch its own chip (!) I had the chance to grill Arm CEO Rene Haas on what this CPU means for the chip market, and for the future of Arm https://www.wired.com/...
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@cloudflare
@cloudflare
on x
The next era of AI infrastructure is taking shape. Cloudflare is collaborating with @Arm to deploy Arm AGI CPU, the first Arm-built silicon, across its global network, enabling high performance, energy efficient compute to support the next generation of AI-driven services. [video…
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@benbajarin
Ben Bajarin
on x
$arm believed the dollar TAM for Arm IP, subsystems, and their AGI CPU is ~100b. That's across customer dollars and agentic CPU dollars down their merchant solution. We do believe the new CPU server TAM across scenarios range from $80-110b 2030 ish. [image]
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@ryanshrout
Ryan Shrout
on x
The CEO of @Arm @renehaas237 is on stage now to discuss the new Arm AGI CPU and what it means for the company, the industry, its partners and maybe...competitors now? https://x.com/... [image]
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@dylan522p
Dylan Patel
on x
People naming their product AGI is so funny Arm AGI CPU Amazon AGI [image]
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@ryanshrout
Ryan Shrout
on x
Quick look at the roadmap. Basically one new AGI CPU for each CSS version. And the CSS roadmap continues to be a critical piece for @Arm and its partners. [image]
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@iancutress
@iancutress
on x
Most hyperscalers have built their own Arm CPU. Meta just asked Arm to do it themselves. AWS has Graviton. Oracle has Ampere. Google has Axion. Microsoft has Cobalt. Huawei has Kunpeng. Now Meta has @Arm AGI CPU. Cloudflare is using it too.
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@drewhenry
Drew Henry
on x
Today is one of those days that you never forget in your career. Our first Arm SOC product built for the AI generation. The team at Arm has built something great. I'm so proud.
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@teksedge
David Hendrickson
on x
🚨Can you believe it? @openclaw is increasing the demand for raw CPU power, according to @AMD. It is giving back some demand to CPUs. Demand for CPUs is down, but will go up the more agentic autonomous AI Agents exist. Demand for CPUs goes up 4x per gigawatt. 🚨 ARM AGI CPU!!! [ima…
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@felixclc_
@felixclc_
on x
Anyone remember the Internet Streaming SIMD extensions? [image]
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@ryanshrout
Ryan Shrout
on x
Today @Arm is announcing a new CPU. Not a new architecture, a new processor, silicon and all. Arm AGI CPU. This is a very big deal for Arm, and for the technology markets as a new player has entered the game officially.
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@nxt4eu
Nxt Eu
on x
ARM launches AI chip, marking their first full chip, and Europe's answer to an increased demand in AI. Called AGI-CPU, it will be manufactured at 3nm scale, and be optimised for agentic AI. Set to provide billions in extra revenue, companies such as SAP are buying the chip! [vide…
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@iancutress
@iancutress
on x
Today @Arm announces its AGI CPU at its event. ➡️ 136 Arm Neoverse V3 Cores ➡️ Up to 3.7 GHz, 300W, TSMC N3(P?) ➡️ 2MB Private L2 Per Core ➡️ 96 x PCIe 6.0 with CXL 3.0 Support ➡️ Up to DDR5-8800, 6 TB/sec BW/core ➡️ 8160 cores per air cooled 36 kW OCP V3 Rack ➡️ Two chiplets [im…
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@arm
@arm
on x
Our partners asked for faster ways to deploy Arm at scale. We're delivering. 📷 Arm CEO Rene Haas introduced the Arm AGI CPU live on stage at #ArmEverywhere to support agentic AI, marking our extension into production silicon. https://okt.to/nE2Z3M [image]
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@anissagardizy8
Anissa Gardizy
on x
New: Arm announces first chip, The Arm AGI CPU - this is the first chip Arm is SELLING to customers - Will sell CPUs to customers like Meta and OpenAI [image]
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@katie-drummond
Katie Drummond
on bluesky
Read @laurengoode.bsky.social in conversation with Arm CEO Rene Haas, about the company's decision to produce its own chip for the first time. — I learned many things from this interview, but my favorite part is probably Lauren's assessment of Haas as “tall, though not particul…