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Arm Launches First In‑House AGI CPU for AI Data Centers

The move signals a pivot from licensing to selling chips to meet rising AI inference demand.

Overview

  • Arm, which unveiled the chip Tuesday at its Arm Everywhere event, marked its shift into selling finished processors and named Meta as the first customer and a joint developer.
  • The AGI CPU uses TSMC’s 3 nm process and Arm’s Neoverse V3 cores in a two‑die package, offering up to 136 cores at up to 3.7 GHz with 2 MB L2 cache per core and a 300 W TDP.
  • It supports DDR5‑8800 memory, 96 PCIe lanes and CXL 3.0, and Arm said it prioritized per‑core memory bandwidth over simultaneous multithreading for AI agent workloads, with future subsystems planned to add NVIDIA NVLink support.
  • Reference rack designs show a standard wind‑cooled rack with 8,160 total CPU cores and a double‑width liquid‑cooled rack with 45,696 cores to guide high‑density deployments.
  • Arm claims up to 2x performance per watt versus x86 and reported broad ecosystem interest from AWS, Google, NVIDIA, Samsung and others, while early systems from OEMs like Lenovo, Quanta and Supermicro are shipping ahead of wider rollout in the second half of 2026.