Arm Unveils First In-House AGI CPU; Projects $15B From Chip By 2031
Arm unveiled the Arm AGI CPU with Meta as first customer and forecasted roughly $15 billion annual revenue from the chip by 2031.
CNBCArm stock pops 6% as CEO Haas issues $15 billion revenue expectation for new chip
The VergeArm’s first CPU ever will plug into Meta’s AI data centers later this year
GizmodoArm Lends a Hand, Launches In-House AI Chip With Meta as Its First Customer
TechCrunchArm is releasing the first in-house chip in its 35-year history | TechCrunch
Overview
Arm CEO Rene Haas unveiled the Arm AGI CPU on Tuesday and forecasted roughly $15 billion in annual revenue from the chip by 2031 and $25 billion total company revenue that year.
The product marks Arm's first in-house silicon after 35 years of licensing its instruction sets, and the company said the AGI CPU was built on its Neoverse CPU cores.
Meta is the chip's first customer and co-developer, and Arm said launch partners include OpenAI, Cerebras, Cloudflare and about 50 other partners that signaled support.
Arm generated just over $4 billion in annual revenue in 2025, and CFO Jason Child said the company is selling the new chip at about a 50% gross profit.
Arm said the AGI CPU is production-ready, will plug into Meta's AI data centers later this year, and can deliver double the performance-per-watt of x86 with up to 136 cores per CPU.
Analysis
Center-leaning sources emphasize Arm’s move as a timely industry solution, using optimistic language ("boon for the AI industry"), foregrounding industry praise and supply‑concern reporting, and framing the launch as a high-profile, anticipated shift. They temper hype by noting the misleading "AGI" label but prioritize growth and competitive implications over regulatory or labor angles.
FAQ
The Arm AGI CPU features up to 136 Neoverse V3 cores across two dies, clocked at 3.2 GHz base and up to 3.7 GHz boost, with 300W TDP, 128 MB system-level cache, 12x DDR5 channels up to 8800 MT/s (6 GB/s per core), and 96 PCIe Gen6 lanes with CXL 3.0 support.[1]
Meta is the first customer and co-developer, with launch partners including OpenAI, Cerebras, Cloudflare, and about 50 others.[story]
Arm forecasts roughly $15 billion in annual revenue from the AGI CPU by 2031, contributing to $25 billion total company revenue that year, from $4 billion in 2025, with 50% gross profit margins.[story]
Arm claims over 2x performance per rack versus latest x86 platforms, enabled by efficient Neoverse V3 cores, high memory bandwidth, and dense rack configurations like 8,160 cores in air-cooled 36kW racks or 45,000+ in liquid-cooled 200kW racks.[3]
This marks Arm's first in-house production silicon after 35 years of licensing IP, designed specifically for agentic AI workloads without legacy features, built on TSMC 3nm with Neoverse V3 cores.
