Since its Nasdaq listing in 2023, Arm has seen its value soar to $160 billion, fueled by the burgeoning AI market and partnerships with tech giants like Nvidia and Amazon. Meta has recently adopted Arm's server chips for AI training, moving away from Intel and AMD. The company's foray into custom silicon for AI workloads aims to enhance efficiency. Additionally, Arm is involved in creating AI-powered devices with famed designer Jony Ive, indicating its integral role in tech innovation. Arm’s legacy of powering the mobile industry continues to shape its positioning in a competitive landscape.
Meta is the latest big tech company to turn to Arm for server chips, displacing those traditionally provided by Intel and AMD.
Arm, which started out in a converted turkey barn in Cambridgeshire 35 years ago, became ubiquitous in the mobile market by licensing its designs to Apple for its iPhone chips.
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