Arm Launches In-House CPU, Meta Signs as First Customer Arm has unveiled its first-ever in-house central processing unit (CPU), the AGI CPU, designed specifically for AI inference in data centers. The chip marks a significant shift in the company’s business model, transitioning from licensing its architecture to manufacturing physical silicon. Meta, the social media giant, has become the first official customer, with additional commitments from OpenAI, Cloudflare, and SAP. For over three decades, Arm has operated as a fabless semiconductor company, licensing its instruction sets to major chipmakers like Apple, Nvidia, Amazon, and Google. This new venture represents a bold move into direct competition with its former clients. Arm CEO Rene Haas introduced the AGI CPU at a San Francisco event, emphasizing its role in reshaping the AI chip landscape. Meta’s involvement underscores the chip’s potential. The company is expanding its AI data centers and plans to invest up to $135 billion in capital expenditures this year. Meta’s software engineer Paul Saab, who worked on the Arm project since 2023, highlighted the strategic value of the partnership. “This adds yet another player to the ecosystem for us,” Saab said, noting the flexibility the deal provides for Meta’s software stack and supply chain. The agreement’s terms remain undisclosed, but analysts predict it could be a major revenue boost for Arm. Chip analyst Patrick Moorhead estimated that even a fraction of Meta’s future spending on the AGI CPU could significantly impact Arm’s top line. “Let’s say they get 5% of Meta’s $115 to $135 billion capex,” Moorhead said, calling it a “game changer.” The move also signals a broader trend in the CPU market.#meta #openai #cloudflare #sap #arm
NVIDIA and SAP Collaborate to Drive Enterprise AI Innovation Companies globally rely on SAP applications to manage their operations, with 84% of global commerce involving these systems. As businesses seek to modernize their digital infrastructure, SAP and NVIDIA are working together to integrate advanced AI technologies into enterprise workflows, enabling automation and intelligent decision-making across complex business processes. This partnership aims to help organizations transition to cloud-based environments and leverage AI to unlock new capabilities in their operations. The collaboration focuses on modernizing SAP systems to support AI-driven transformation. By embedding intelligence into business processes, companies can automate tasks and execute increasingly complex operations. This requires technologies that integrate seamlessly with existing systems, operate reliably in mission-critical environments, and meet strict governance standards. SAP and NVIDIA’s joint efforts aim to accelerate this transition by combining NVIDIA’s AI expertise with SAP’s deep business context and enterprise applications. A key component of this partnership is the development of enterprise-grade AI models tailored for SAP environments. NVIDIA’s NeMo™ platform, which includes tools like NeMo Gym and NeMo RL, is being used to train large-scale AI models efficiently. These models are then applied to SAP systems to address modernization challenges, such as updating legacy business logic embedded in SAP applications. For example, SAP has developed SAP-ABAP-1, a foundation model trained on real-world ABAP code and business logic. This model includes specialized tools like StarCoder2 for code completion and Codestral for deeper code analysis, enabling developers to interpret and update decades-old systems more effectively.#nvidia #nvidia_gtc #sap #foxconn #sap_abap_1
