
Arm Builds Its First Physical Chip in 35 Years — and Meta Is First in Line
The British chip giant has only ever licensed designs. Now it's making silicon of its own — and it could reshape the AI data centre race.
For more than 35 years, Arm Holdings has been the invisible architecture beneath almost every smartphone on the planet. Its chip designs power iPhones, Android devices, and an expanding share of cloud computing — but Arm itself never made a physical processor. It licensed its blueprints, collected royalties, and let others do the manufacturing.
That era is over.
On Tuesday, Arm unveiled the AGI CPU — its first in-house chip, a 136-core data centre processor built on TSMC's cutting-edge 3-nanometre process. It is designed from the ground up for AI inference: the task of running trained models at speed, rather than training them from scratch.
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