Semiconductor design company Arm is partnering with Meta to enhance the social media giant’s AI systems in an unprecedented infrastructure build. Under the partnership, Matter will move to ranking and recommendation systems Arm’s Neovers platformwhich was Recently optimized For AI systems in the cloud, among other implementations.
“AI is changing how people connect and create,” Meta’s head of infrastructure Santosh Janardhan said in a statement. “Partnering with Arm enables us to efficiently scale that innovation to the more than 3 billion people who use Meta’s apps and technology.”
Meta partners
Best known for its mobile CPU architecture, Arm’s GPU offerings are often overshadowed by competitors such as Nvidia. But Arm is now stressing its advantages in low power deployment.
“The next era of AI will be defined by delivering efficiency at scale,” Arm CEO Rene Haas said in a statement. “By partnering with Meta, we’re combining Arm’s performance-per-watt leadership with Meta AI innovation.”
A multi-year partnership comes when meta invests Massively expanding its data center network To keep pace with anticipated demand for AI services. One project, code-named “Prometheus,” is expected to come online in 2027 with several gigawatts of electricity. Construction is currently underway in New Albany, Ohio, and a 200-megawatt natural gas project is being built to directly meet the project’s electricity needs.
Meta is also developing a 2,250-acre data center campus called “Hyperion” in northwest Louisiana, which will provide 5 gigawatts of computational power when completed. Construction is expected to continue until the 2030s, although some parts may come online before then.
Importantly, Arm and Meta are not exchanging ownership stakes or significant physical infrastructure, setting this partnership apart from several recent AI infrastructure deals. Nvidia has been particularly aggressive with its investments — it recently committed a $100 billion phased investment in OpenAI, as well as billion-dollar investments in Elon Musk’s xAI, Mira Murat’s Thinking Machine Lab, and French AI lab Mistral.
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A rival to both Nvidia and Arm, AMD recently committed to providing OpenAI with 6 gigawatts worth of compute power. As part of the deal, OpenAI will receive AMD stock options worth 10% of the company.