Arm, a company specializing in semiconductor design, has joined forces with Meta to strengthen the tech giant’s artificial intelligence capabilities during a period of rapid infrastructure expansion. Through this collaboration, Meta will transition its ranking and recommendation engines to Arm’s Neoverse platform, which has been recently tailored for cloud-based AI applications and other uses.
“AI is revolutionizing the way people interact and create,” stated Santosh Janardhan, Meta’s infrastructure chief. “By working with Arm, we can scale these innovations efficiently to serve the more than 3 billion users of Meta’s platforms and services.”
While Arm is most recognized for its mobile CPU designs, its GPU products have often been eclipsed by rivals such as Nvidia. However, Arm is now highlighting its strengths in energy-efficient solutions.
“The future of AI will be shaped by scalable efficiency,” said Rene Haas, CEO of Arm. “By collaborating with Meta, we’re combining Arm’s expertise in performance per watt with Meta’s advancements in AI.”
This long-term alliance coincides with Meta’s substantial investments in expanding its data center infrastructure to meet the growing demand for AI-powered services. One initiative, known internally as “Prometheus,” is projected to deliver several gigawatts of power by 2027. Construction is ongoing in New Albany, Ohio, including a 200-megawatt natural gas facility dedicated to powering the project.
Meta is also developing a large-scale data center complex, referred to as “Hyperion,” spanning 2,250 acres in northwest Louisiana. Once finished, it’s expected to provide 5 gigawatts of computing power. The buildout is planned to continue until 2030, though some sections may become operational sooner.
Importantly, Arm and Meta are not trading equity or major physical assets, distinguishing this collaboration from other recent AI infrastructure agreements. Nvidia, for example, has taken a more aggressive approach, recently pledging $100 billion in phased investments to OpenAI, along with multi-billion dollar commitments to Elon Musk’s xAI, Mira Murati’s Thinking Machines Lab, and French AI startup Mistral.
AMD, a competitor to both Nvidia and Arm, has also agreed to provide OpenAI with 6 gigawatts of computing resources. As part of this arrangement, OpenAI will receive AMD stock options valued at up to 10% of the company.
