External view of the newly completed Meta Facebook Faculty of Facebook in Eagle Mountain, Utah, July 18, 2024.
George Frey | AFP | Getty Images
Hand The shares increased by 5% after the report on Thursday to develop their own chip and that the target was provided as one of its first customers.
AND Financial Times The report shows that ARM develops a new product that will compete with many of its customers. The semiconductor company is currently licensed by its technology, called the set instructions, as well as more complex basic design, to its customers so that they can build their own chips.
ARM was historically known as “Switzerland“From Chip Technology, the reputation she received neutral with competitive chip producers. It counts Apple, Google, Nvidia, Amazon, Microsoft, Qualcomm and Intel as customers.
Meta spends as much as $ 65 billion this year on capital expenditures for the development of artificial intelligence. Although much of its consumption is on the NVIDIA based systems, the target also bought other chips, including AMD -ov competitorand said that he developed his own chip internally.
The Arm’s Chip will be the central server processor, it is reported in the report, not a type of graphic processor that is usually used for the hardest work load of AI.
Nvidia tried to buy her hand in 2020 from SoftBank for $ 40 billion before the contract was Blocked by the regulator Over the arm of the chips market. ARM went public in 2023 and now has a $ 173 billion market cap.
The ARM shares have increased by almost 29%so far, as this is considered to be the basic driver of the AI system. The company leadership told investors that he wanted to sell more advanced technology to existing customers to increase income.
Rene Hass, Executive Director of Arma, quoted $ 1 billion planned data consumption Google for $ 75 billion,, Microsoft for 80 billion dollars and Target for $ 60 billion As an opportunity for ARM earlier this month. “No one is pulling back,” Hass said.
“No one is withdrawing,” Hass said earlier this month at the invitation of earnings.
ARM is also a technological partner View Initiative, which plans to spend as much as $ 500 billion for the construction of an AI infrastructure for the opening.
ARM refused to comment on, and the target did not return the comment request.
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