--- title: "The AI data center chip track adds another strong contender! Arm releases AGI CPU to challenge NVIDIA and AMD, targeting sales of $15 billion" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/280386639.md" description: "Arm Holdings announced its first sale of self-developed AGI CPU chips, targeting sales of $15 billion, with an expected annual revenue of approximately $15 billion over the next five years. Meta Platforms has become the first major customer. The new chips will be produced by Taiwan Semiconductor, featuring up to 136 cores and a power consumption of 300 watts. Arm expects the revenue from the new business to exceed its intellectual property sales, with total sales reaching $25 billion over five years and earnings per share projected to reach $9. This news has driven Arm's stock price up over 8%" datetime: "2026-03-25T00:29:03.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/280386639.md) - [en](https://longbridge.com/en/news/280386639.md) - [zh-HK](https://longbridge.com/zh-HK/news/280386639.md) --- > 支持的语言: [English](https://longbridge.com/en/news/280386639.md) | [繁體中文](https://longbridge.com/zh-HK/news/280386639.md) # The AI data center chip track adds another strong contender! Arm releases AGI CPU to challenge NVIDIA and AMD, targeting sales of $15 billion According to Zhitong Finance APP, chip design company Arm Holdings (ARM.US) will begin selling its own chips for the first time, expecting this business to generate approximately $15 billion in annual revenue within five years. Arm announced on Tuesday at an event in San Francisco that Meta Platforms (META.US) will be the first major customer for its chip named AGI CPU. Arm stated that the product will have up to 136 cores (a measure of processing power) and a power consumption of 300 watts. The chips will be produced by Taiwan Semiconductor (TSM.US). As part of this strategic adjustment, Arm has set ambitious sales targets for the coming years. The UK-based company expects the revenue from the new chip business to exceed that of its current focus on intellectual property sales. Arm stated that this will help achieve a total sales figure of approximately $25 billion within five years, five times the current amount. The company predicts that the intellectual property business will also continue to grow, reaching about $10 billion by then. Earnings per share are expected to reach $9 during this period. Analysts estimate that the earnings per share for the current fiscal year (excluding certain items) will be $1.75. Under the leadership of CEO Rene Haas, Arm has transformed from an initial smartphone chip technology provider to playing a more significant role in the data center market. This move aims to help the company gain more revenue from typically complex and costly work. This shift also allows Arm to benefit from bulk purchases. Even the most expensive smartphone chips cost several dozen dollars, while high-end data center semiconductor chips can cost tens of thousands of dollars. The new sales expectations have boosted Arm's stock price, which rose over 8% in after-hours trading as of the time of writing. As of Tuesday's close, the stock has increased by 23% year-to-date. Haas stated that Arm decided to develop this new chip because of customer demand. This product is a central processing unit (CPU), commonly referred to as the brain of a computer, designed to work in conjunction with acceleration chips provided by companies like NVIDIA (NVDA.US). Arm claims it helps coordinate work between computers, prepare data, and run related components to respond to user-initiated artificial intelligence (AI) queries. Haas said, "The product we are building is not only highly attractive, but there are actually customers lining up to buy it." The company stated that compared to traditional CPU designs from Intel and AMD (AMD.US), its products have higher energy efficiency. Haas noted that this means data center owners can achieve more powerful computing capabilities within the same footprint and power budget. Haas indicated that Arm's growing influence poses a direct threat to Intel and AMD's so-called x86 data center products. He believes that capturing market share from these traditional giants in a rapidly expanding market will enable growth for both his company and its customers. Haas stated, "The market is big enough to accommodate multiple players." Arm is facing intense competition in the data center processor market. Many startups and established companies are trying to challenge NVIDIA's dominance in this field in various ways. NVIDIA itself has just launched a series of new CPU products targeting the areas that Arm is currently entering. Haas stated that the market for his chips is different from NVIDIA's latest products. Arm's chip strategy may also complicate its relationships with customers. Most major data center chip clients, including Meta, have their own chip development projects. Moreover, almost all of these clients have obtained technology and design licenses from Arm. Data center operators source chips from multiple suppliers, including Meta. Meta recently signed long-term cooperation agreements with NVIDIA, AMD, and startup Cerebras Systems. The social networking company plans to use the AGI CPU in conjunction with its other chips. Meta's infrastructure head, Santosh Janardhan, stated, "We have collaborated with Arm to develop the Arm AGI CPU to deploy an efficient computing platform, significantly improving the performance density of our data centers." Arm indicated that other companies, including OpenAI, Cerebras, and SK Telecom, also plan to deploy AGI CPUs in their infrastructure. Currently, suppliers like Super Micro Computer (SMCI.US) have begun selling ready-made systems equipped with this chip. Arm expects these systems to be widely available in the second half of this year. Under Haas's leadership, Arm's revenue has grown by more than 20% annually. In 2025, annual sales are expected to surpass the $4 billion mark for the first time. Meanwhile, Arm's profitability remains at an astonishingly high level, with its most recent quarter's gross margin (the percentage of revenue remaining after production costs) reaching 98%. Most of Arm's peers in the chip industry have significantly higher sales, but lower profit margins. Even NVIDIA, which almost monopolizes AI accelerator sales, has a profit margin of just over 70%. However, Arm's revenue accounts for only a small portion of NVIDIA's total revenue: Wall Street estimates that NVIDIA's annual sales for the current fiscal year are expected to reach $356 billion. SoftBank holds a majority stake in Arm and is also intensifying its efforts to enter the artificial intelligence data center market. 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