Sources: Arm plans to launch its own chip in 2025, expected to be a CPU for servers in large data centers, after securing Meta as one of its first customers
Good morning. Happy Valentine's Day to those who celebrate. Madison Mills / Yahoo Finance : Meta stock continues record run: ‘Prime example’ of implementing AI PYMNTS.com : Report: Chip Designer Arm Plans to Become Chip Manufacturer Chris Ciaccia / Seeking Alpha : Arm said to sign up Meta as client for its own chip: report Mike Wheatley / SiliconANGLE : Report: Arm to build its own chips, and Meta is first in line to buy them Keith Noonan / Motley Fool : Why Arm Stock Jumped Today Britney Nguyen / Quartz : Arm is making its first chip — with Meta already waiting in line Nick Turner / Bloomberg : Arm Jumps on Report That Meta Will Be First Client for New Chip X: @masasoncap : Big news. $ARM +6% “Arm's chip is expected to be a central processing unit (CPU) for servers in large data centres and is built on a base which can then be customised for clients including Meta” Lot of market share to win from $INTC over the long-run if they're successful @dylanonchips : Arm executive Mohamed Awad on growing the company's infrastructure business beyond existing customers like AWS, Microsoft, Google and Nvidia: “There's a lot of other players, a lot of other big players out there, quite candidly, and we're going to continue to work with them...” Forums: r/hardware : Arm secures Meta as first customer for ambitious new chip project BeauHD / Slashdot : Arm Is Launching Its Own Chip This Year With Meta As a Customer