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For more than 35 years, Arm has licensed its chip architecture and collected royalties on every processor made by customers like Apple, Nvidia, Google, Amazon, Intel and Microsoft. Now Arm is becoming their competitor, making physical silicon of its own for the first time, with Meta as the initial customer. CNBC got an exclusive first look at Arm's new AGI CPU that's "ruthlessly optimized" for running AI inference in data centers, and toured the $71 million lab in Austin, Texas, that Arm built for its new CPU.
Chapters:
0:00 Introduction
2:06 Becoming a chipmaker
6:54 Making a power-efficient CPU
10:31 Meta and what’s next
Produced and Shot by: Katie Tarasov
Camera and Editing by: Erin Black
Senior Director of Video: Jeniece Pettitt
Animation: Emily Park, Jason Reginato
Additional Footage: Arm, AMD, Getty Images, Intel, Meta, Nvidia, TSMC
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