Arm’s first CPU ever will plug into Meta’s AI datacenters later this year [Verge, The]
QUALCOMM Incorporated (QCOM)
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Source: Verge, The
After decades of only licensing its chip designs for others to use, UK-based Arm revealed the first chip it's producing on its own, and the first customer. Dubbed the Arm AGI CPU, it's another chip designed for inference, or running the cloud processing for AI tools like AI agents that can continue to spawn more and more tasks to run at once. The first company in line to use it is Meta, which has reportedly struggled to launch its own AI chips. Meta says it's both the lead partner and co-developer , and plans to work on “multiple generations” of the datacenter CPUs, for use along with hardware from other vendors like Nvidia and AMD . Arm customers like Amazon AWS, Microsoft, Google, Marvell, Nvidia, Samsung, and others included congratulatory notes with the announcement. However, Qualcomm, which said it had achieved “complete victory” over Arm with a court ruling last fall in their case over the terms of licensing agreements, was not one of them. Financial terms of the deal
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QCOM
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- 2/4/26 - Beat
QCOM
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- 3/19/26 - Form S-8
- 3/19/26 - Form 8-K
- 3/18/26 - Form 4
- QCOM's page on the SEC website