In addition to the META view on Facebook, the data center in Eagle Mountain, Utah, July 18, 2024.
George Frey AFP Getty images
Arm The actions increased by 6% after the Thursday report that it is developing its own arrangement and that he secured the finish line as one of the first customers.
. Financial times The report indicates that ARM is developing a new product that will compete with many of its clients. The semiconductor company currently licensed its technology, called a set of instructions, as well as more complex basic projects so that they can build their own systems.
The arm is historically known as “Switzerland“Chip technology companies, the reputation she received, dealing with neutrally with competing chip producers. This is what Apple, Google, Nvidia, Amazon, Microsoft, Qualcomm and Intel as customers count.
This year, Meta spends as much as $ 65 billion on investment expenditure on the development of artificial intelligence. While most of its expenses concern NVIDIA -based systems, Meta also bought other systems, including AMD competitorAnd he said he was developing his own system internally.
According to the report, the ARM system will be a central server processor, not a type of graphic processor usually used for the heaviest AI loads.
Nvidia tried to buy a hand in 2020 from Softbank for $ 40 billion before a contract blocked by regulatory authorities OVER ARM Key role on the chip market. ARM made public in 2023, and now has market capitalization above $ 173 billion.
ARM shares have increased so far almost 29% in 2025, because it is seen as a basic factor including AI systems. The company's management told investors that he wants to sell more advanced technology to its existing clients in order to increase revenues.
Rene Haas, CEO of ARM, quoted billions of dollars in planned expenses on the data center Google Down $ 75 billionIN Microsoft Down $ 80 billion AND Finish Down $ 60 billion as an opportunity for the shoulder at the beginning of this month.
“Nobody goes back,” said Hass at the beginning of this month at the call of earnings.
ARM is also a technological partner Stargate An initiative that plans to spend up to $ 500 billion on the construction of AI infrastructure at OpenAI.
ARM refused to comment, and the finish did not answer the CNBC's request for comment.
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