Meta said Tuesday it is partnering with Arm to develop a new class of CPUs designed to support growing AI workloads and general-purpose computing across its expanding data center footprint.
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<p>Meta said Tuesday it is partnering with Arm to develop a new class of CPUs designed to support growing AI workloads and general-purpose computing across its expanding data center footprint. </p>
<adv/><p>The first product, called the Arm AGI CPU, is being positioned as a more efficient alternative to legacy server processors for AI-optimized infrastructure.</p>
<adv/><p>Meta said the chip is meant to improve performance per rack and support large gigawatt-scale AI deployments, which the company sees as central to its push toward more advanced AI systems. The Arm AGI CPU will work alongside Meta’s custom MTIA silicon, adding another layer to the company’s broader effort to build a diversified hardware stack for training and inference.</p>
<p>The announcement adds to Meta’s recent flurry of infrastructure deals. In February, Meta signed a long-term agreement with AMD for up to 6 gigawatts of Instinct GPUs, and earlier this month Reuters reported that Meta laid out a roadmap for four new in-house AI chips as it scales its data centers.</p>
<p>Reuters reported that the AGI CPU is Arm’s first major in-house data center chip effort, marking a notable departure from its traditional model of licensing designs to partners. Reuters also said Meta is the lead design partner, that TSMC is manufacturing the chip on a 3-nanometer process, and that volume production is expected in the second half of 2026.</p>
<p>Arm said the AGI CPU is built for the agentic AI era, where CPUs are increasingly responsible for orchestrating accelerators, memory, storage, networking, and large numbers of distributed AI tasks. In its reference configuration, Arm says a standard air-cooled rack can hold 30 blades and deliver 8,160 cores, while a liquid-cooled design with Supermicro can scale to more than 45,000 cores per rack.</p>
<p>Arm also claims the chip can deliver more than twice the performance per rack of current x86 systems and says that could translate into as much as $10 billion in capital expenditure savings per gigawatt of AI data center capacity. </p>
<p>Arm said the AGI CPU will be available to other customers beyond Meta, with OpenAI, Cloudflare, SAP, SK Telecom, Cerebras, and others already named as launch partners. Meta also said it plans to release its board and rack designs for the CPU through the Open Compute Project later this year, which could help speed adoption across data center builders.</p>
<p>As of Tuesday afternoon, Meta shares were trading around $595.20, down 1.5% on the day, while Arm shares were near $135.20, down 1.2% on the day.</p>

                    
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Meta partners with Arm to develop new CPUs for AI deployments

Meta周二宣布与Arm合作，共同开发一种新型CPU，旨在支援其不断扩展的资料中心中日益增长的AI工作负载和通用运算需求。

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<div><div><p>Meta周二表示，它正与Arm合作开发一种新型CPU，旨在支援其不断扩大的资料中心范围内日益增长的AI工作负载和通用运算。</p><adv/><p>第一款产品名为 Arm AGI CPU，其定位是为 AI 最佳化基础架构提供比传统伺服器处理器更有效率的替代方案。</p><adv/><p> Meta表示，这款晶片旨在提升每个机架的效能，并支援千兆瓦级的大规模人工智慧部署，该公司认为这对于其迈向更先进的人工智慧系统至关重要。 Arm AGI CPU将与Meta定制的MTIA晶片协同工作，为该公司构建用于训练和推理的多元化硬体堆叠的更广泛努力增添新的层面。</p><p>此次公告进一步巩固了Meta近期在基础设施领域的一系列合作。今年2月，Meta与AMD签署了一项长期协议，采购高达6吉瓦的Instinct GPU。本月初，路透社报道称，Meta制定了四款全新自主研发AI晶片的路线图，以扩展其资料中心规模。</p><p>路透社通报称，AGI CPU是Arm首款自主研发的大型资料中心晶片，标志著该公司一改以往向合作伙伴授权设计的传统模式。路透社也指出，Meta是该晶片的主要设计合作伙伴，台积电采用3奈米制程制造此晶片，预计在2026年下半年实现量产。</p><p> Arm 表示，AGI CPU 专为智能体人工智慧时代而打造，在这个时代，CPU 将越来越多地负责协调加速器、记忆体、储存、网路以及大量分散式人工智慧任务。 Arm 称，在其参考配置中，一个标准的风冷机架可以容纳 30 个刀锋伺服器，提供 8160 个核心；而与 Supermicro 合作的液冷设计则可扩展至每个机架超过 45000 个核心。</p><p> Arm 还声称，该晶片每个机架的性能是当前 x86 系统的两倍以上，并表示这可以转化为每千兆瓦 AI 资料中心容量节省高达 100 亿美元的资本支出。</p><p> Arm表示，AGI CPU除了Meta之外，还将对其他客户开放，OpenAI、Cloudflare、SAP、SK Telecom、Cerebras等公司已被列为首批合作伙伴。 Meta也表示，计划于今年稍后透过开放运算专案（Open Compute Project）发布其CPU的电路板和机架设计，这有望加速资料中心建置者对该CPU的采用。</p><p>截至周二下午，Meta 股票交易价格约为 595.20 美元，当日下跌 1.5%；而 Arm 股票交易价格接近 135.20 美元，当日下跌 1.2%。</p><div><strong>声明：</strong>本文由埃斯特法诺·戈麦斯编辑。有关我们如何创作和审核内容的更多信息，请参阅我们的编辑政策。</div></div></div>

Meta与Arm合作开发用于人工智慧部署的新型CPU

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