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.
The first ...

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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週二宣布與Arm合作，共同開發一種新型CPU，旨在支援其不斷擴展的資料中心中日益增長的AI工作負載和通用運算需求。

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<div><div><p>Meta週二表示，它正與Arm合作開發一種新型CPU，旨在支援其不斷擴大的資料中心範圍內日益增長的AI工作負載和通用運算。</p><adv/><p>第一款產品名為 Arm AGI CPU，其定位是為 AI 最佳化基礎架構提供比傳統伺服器處理器更有效率的替代方案。</p><adv/><p> Meta表示，這款晶片旨在提升每個機架的效能，並支援千兆瓦級的大規模人工智慧部署，該公司認為這對於其邁向更先進的人工智慧系統至關重要。 Arm AGI CPU將與Meta定制的MTIA晶片協同工作，為該公司構建用於訓練和推理的多元化硬體堆疊的更廣泛努力增添新的層面。</p><p>此次公告進一步鞏固了Meta近期在基礎設施領域的一系列合作。今年2月，Meta與AMD簽署了一項長期協議，採購高達6吉瓦的Instinct GPU。本月初，路透社報道稱，Meta制定了四款全新自主研發AI晶片的路線圖，以擴展其資料中心規模。</p><p>路透社通報稱，AGI CPU是Arm首款自主研發的大型資料中心晶片，標誌著該公司一改以往向合作夥伴授權設計的傳統模式。路透社也指出，Meta是該晶片的主要設計合作夥伴，台積電採用3奈米製程製造此晶片，預計在2026年下半年實現量產。</p><p> Arm 表示，AGI CPU 專為智能體人工智慧時代而打造，在這個時代，CPU 將越來越多地負責協調加速器、記憶體、儲存、網路以及大量分散式人工智慧任務。 Arm 稱，在其參考配置中，一個標準的風冷機架可以容納 30 個刀鋒伺服器，提供 8160 個核心；而與 Supermicro 合作的液冷設計則可擴展至每個機架超過 45000 個核心。</p><p> Arm 還聲稱，該晶片每個機架的性能是當前 x86 系統的兩倍以上，並表示這可以轉化為每千兆瓦 AI 資料中心容量節省高達 100 億美元的資本支出。</p><p> Arm表示，AGI CPU除了Meta之外，還將對其他客戶開放，OpenAI、Cloudflare、SAP、SK Telecom、Cerebras等公司已被列為首批合作夥伴。 Meta也表示，計劃於今年稍後透過開放運算專案（Open Compute Project）發布其CPU的電路板和機架設計，這有望加速資料中心建置者對該CPU的採用。</p><p>截至週二下午，Meta 股票交易價格約為 595.20 美元，當日下跌 1.5%；而 Arm 股票交易價格接近 135.20 美元，當日下跌 1.2%。</p><div><strong>聲明：</strong>本文由埃斯特法諾·戈麥斯編輯。有關我們如何創作和審核內容的更多信息，請參閱我們的編輯政策。</div></div></div>

Meta與Arm合作開發用於人工智慧部署的新型CPU

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