Arm Unveils In-House AGI CPU with Meta, Haas Sees $15B Revenue

ARMARM

Arm launched its first in-house AGI CPU built on Neoverse cores with Meta as launch customer and orders open for AI inference data centers. CEO Rene Haas projected $15 billion in chip revenue by 2031, triggering a 6% after-hours stock rise.

1. Arm Launches First In-House AGI CPU

Arm revealed the AGI CPU built on its Neoverse architecture, marking its first self-manufactured silicon after 35 years of licensing. Meta serves as the inaugural customer, and launch partners including OpenAI, Cerebras, and Cloudflare can now pre-order the chip for AI inference workloads in data centers.

2. CEO Forecast and Market Response

CEO Rene Haas projected that the new AGI CPU will generate $15 billion in revenue by 2031, signaling a strategic shift toward direct chip sales. The announcement drove Arm stock up 6% in after-hours trading as investors priced in expanded revenue streams and the company’s entry into manufacturing.

Sources

FC