Meta and Arm Join Forces on Artificial Intelligence Infrastructure

ech giant Meta has joined forces with Arm to scale its AI systems. Meta’s ranking and recommendation systems will be operated on the Arm Neoverse platform.

Meta is joining forces with Arm to expand its artificial intelligence infrastructure. The social media giant has initiated a multi-year partnership with the semiconductor design company Arm to scale its AI systems and improve user experience. Under this agreement, Meta’s ranking and recommendation systems will be migrated to the Arm Neoverse platform, which is optimized for AI applications in the cloud environment.

Although Arm is primarily known for its mobile processor architecture, its GPU solutions have often been overshadowed by competitors like Nvidia and AMD. However, the company highlights its advantage in low power consumption for AI applications. It seems logical for Meta, which has over $3$ billion users, to switch to an energy-efficient platform for its ranking and recommendation systems.


Meta Accelerates Infrastructure Investments

This collaboration comes at a time when Meta is accelerating its data center network investments to meet the growing demand for its AI services. In a project codenamed “Prometheus,” Meta will utilize several gigawatts of energy capacity, set to become operational in $2027$. The currently under-construction project will be powered by $200$ megawatts of natural gas infrastructure.

Meta is also building a $2,250$-acre data center campus. This project, codenamed “Hyperion,” will offer $5$ gigawatts of processing power upon completion. Construction is planned to continue until $2030$, though it may be phased in gradually until then.

However, Arm and Meta are not exchanging shares or sharing significant physical infrastructure in this agreement, which distinguishes this partnership from many recent AI infrastructure deals. Rather, the collaboration follows a traditional approach. As is known, Nvidia is not only supplying OpenAI but is also making a $\$100$ billion investment. It is also investing billions in xAI, Thinking Machines Lab, and Mistral. AMD, on the other hand, announced it would provide OpenAI with $6$ gigawatts of processing capacity, and under the agreement, OpenAI will receive an option right for up to $10\%$ of AMD shares. These have been noted as agreements that significantly deviate from the traditional partnership structures seen so far.

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