Datacenter to become Arm’s biggest business ‘soon’
Someone other than Meta is buying $1bn of its new AGI chips
Chip design company Arm says the datacenter will soon be its biggest source of revenue.
Arm rose to prominence as a purveyor of chip designs for low-powered devices and then became the de facto standard for smartphone processors. In recent years, the company created more powerful chips, and datacenter players took note: Amazon and Microsoft built their own datacenter silicon on Arm designs.
In March, Arm announced a new CPU design called “AGI” aimed at powering agentic AI applications. During its Q4 FY 2025/26 earnings call on Wednesday, CEO Rene Haas said “Customer response to the Arm AGI CPU has been very strong. We now have more than $2 billion of customer demand across fiscal 2027 and fiscal 2028. This is more than double what we stated at launch.”
The CEO also admitted that Arm is yet to...
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