Arm actions increase to the report that Meta will buy your first chip

Arm The shares increased 5% after a Thursday report that was developing its own chip and had assured goal as one of its first clients.

He Financial Times The report indicates that ARM is developing a new product that will compete with many of its customers. The semiconductor company currently authorizes its technology, called the set of instructions, as well as more complicated central designs, to its customers so that they can build their own chips.

The arm has historically been known as the “Swiss“Of the chips technology companies, a reputation that he received when dealing neutrally with the manufacturers of competitors chips. It has Apple, Google, Nvidia, Amazon, Microsoft, Qualcomm and Intel as clients.

Goal is spending up to $ 65 billion this year on capital expenses for the development of artificial intelligence. While much of its expense is in NVIDIA headquarters, goal has also bought other chips, including AMD competitorAnd he said he is developing his own chip internally.

The ARM chip will be a central processor for the servers, according to the report, not the type of graphics processor that is typically used for the heaviest workloads.

Nvidia tried to buy an arm in 2020 from softbank for $ 40 billion before the agreement was blocked by regulators On the key paper of ARM in the chips market. ARM was made public in 2023 and now has a market capitalization exceeding $ 173 billion.

The actions of the ARMs have increased almost 29% until now in 2025, since it is considered a central facilitator of the AI ​​systems. The company’s leadership has told investors that you are looking to sell more advanced technology to your existing customers to increase income.

Rene Haas, CEO of ARM, cited billions of dollars in the expense of planned data centers Google for $ 75 billion, Microsoft for $ 80 billion and Goal for $ 60 billion As an opportunity for ARM earlier this month. “No one is going back,” said Haas.

“No one is going back,” Hass said earlier this month in a gain call.

ARM is also a technological partner of the Stargate Initiative, which plans to spend up to $ 500 billion by building AI infrastructure for OpenAI.

ARM declined to comment, and Meta did not respond to the request for comments from CNBC.

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