Semiconductor designer Arm has unveiled its first chip to be constructed in-house, with Meta as its co-developer and first customer.
The central processing unit chip is intended for artificial intelligence data centres, the company said, and it will support infrastructure for agentic AI.
“Today marks the next phase of the Arm compute platform and a defining moment for our company,” said Arm CEO Rene Haas.
“With the expansion into delivering production silicon with our Arm AGI CPU, we are giving partners more choices all built on Arm’s foundation of high-performance, power-efficient computing, to support agentic AI infrastructure at global scale.”
Meta, which also co-developed the chip, said it would partner with Arm on several generations of new CPUs. The CPU was developed to work alongside Meta’s custom-built AI training chips.
The companies did not disclose the deal’s financial terms, but Meta has committed to massively increasing its AI-related spending this year.
Other companies including OpenAI, Cloudflare, SAP, and SK Telecom have agreed to deploy Arm’s new CPU.
Early chip systems are available now, according to Arm, with wider availability in the second half of 2026. The chip will be manufactured at Taiwan Semiconductor Manufacturing Co.’s plants in Taiwan.
Shares in Arm (NASDAQ: ARM) closed 1.4% lower at US$134.96, but surged 6.6% after-hours following the announcement. Its market capitalisation is $143.33 billion.
