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AI数据中心芯片赛道再添猛将!Arm(ARM.US)发布AGI CPU挑战英伟达与AMD,目标销售额达150亿美元
智通财经网· 2026-03-25 00:32
在首席执行官雷内·哈斯 (Rene Haas) 的领导下,Arm 已从最初的智能手机芯片技术提供商转型,并在数 据中心市场扮演了更重要的角色。此举旨在帮助公司从通常复杂且成本高昂的工作中获得更多收益。这 种转变也有助于Arm从大宗采购中获益。即使是最昂贵的智能手机芯片也要几十美元,而最高端的数据 中心半导体芯片价格可能高达数万美元。 新的销售预期提振了Arm的股价,截至发稿,在夜盘交易中上涨超8%。截至周二收盘,该股今年以来 已累计上涨23%。 哈斯表示,Arm之所以决定研发这款新芯片,是因为客户提出了需求。这款产品是一款中央处理器 (CPU),通常被称为计算机的大脑,旨在与英伟达(NVDA.US)等公司提供的加速芯片协同工作。Arm 称,它有助于协调计算机之间的工作,准备数据,并运行相关组件,从而响应用户提出的人工智能 (AI)查询。 智通财经APP获悉,芯片设计公司Arm Holdings(ARM.US)将首次开始销售自己的芯片,并预计这项业 务将在五年内每年创造约150 亿美元的收入。Arm周二在旧金山举行的一场活动上宣布,Meta Platforms(META.US)将成为该公司名为AGI CPU的芯 ...
Arm pivots to chipmaking with AI chip launch: what this could mean for ARM
Invezz· 2026-03-24 19:11
Mar 24, 2026, 19:11 PM Arm Holdings on Tuesday announced plans to design and sell its first in-house silicon product, marking a significant shift from its decades-long business model centred on licensing chip designs. The new processor, called the AGI CPU, is aimed at powering artificial intelligence workloads in data centres and is expected to open up a multi-billion-dollar revenue opportunity for the company. Arm pivots to chipmaking with AI chip launch: what this could mean for ARM Arm pivots to chipmaki ...
Arm unveils new AI chip, expects it to add billions in annual revenue
Yahoo Finance· 2026-03-24 17:02
SAN FRANCISCO, March 24 (Reuters) - Arm Holdings (ARM)announced a new artificial intelligence data center chip on Tuesday which it said will add billions of dollars of revenue and ‌represent a significant shift in the company's strategy. The new chip, called the AGI CPU, ‌will address data-crunching needed for a specific type of AI that is able to act on behalf of users with minimal ​oversight, instead of responding to queries as part of a chatbot. So-called agentic AI has jumpstarted demand for the cent ...
Arm releases first in-house chip, with Meta as debut customer
CNBC· 2026-03-24 17:00
For more than 35 years, Arm Holdings has licensed its instruction sets to the world's biggest chipmakers and collected royalties on every processor made with its designs. Now the U.K.-based company is making physical silicon of its own for the first time.Arm CEO Rene Haas unveiled his company's first in-house chip on Tuesday at an event in San Francisco. Arm is calling the new data center central processing unit the AGI CPU. It's a long-anticipated move that marks a major change for the so-called Switzerlan ...