Semiconductor design company Arm is partnering with Meta to enhance the social media company’s AI systems. The agreement involves moving Meta’s ranking and recommendation systems onto Arm’s Neoverse platform, which has been recently updated for AI workloads in the cloud.
Santosh Janardhan, Meta’s head of infrastructure, stated, “AI is transforming how people connect and create. Partnering with Arm enables us to efficiently scale that innovation to the more than 3 billion people who use Meta’s apps and technologies.” While known for its mobile CPU architecture, Arm is now emphasizing its capabilities in low-power deployments. Rene Haas, Arm’s CEO, noted the partnership unites “Arm’s performance-per-watt leadership with Meta’s AI innovation.” Haas added, “AI’s next era will be defined by delivering efficiency at scale.”
This multi-year partnership occurs as Meta invests in a vast expansion of its data center network to accommodate the anticipated demand for AI services. One of these initiatives, a project codenamed “Prometheus,” is currently under construction in New Albany, Ohio. This facility is slated to come online in 2027 with a capacity of multiple gigawatts of power. A 200-megawatt natural-gas project is being constructed to directly supply the power needs of the Prometheus site.
In addition, Meta is building another large data center campus, codenamed “Hyperion,” across a 2,250-acre area in northwest Louisiana. This campus is designed to deliver a total of 5 gigawatts of computational power when fully complete. The construction schedule is expected to continue through 2030, although some portions of the campus are anticipated to become operational before that final date.
The agreement between Arm and Meta does not include an exchange of ownership stakes or significant physical infrastructure. This arrangement differs from several other recent AI infrastructure deals. Nvidia, for instance, has committed to a $100 billion phased investment into OpenAI. The company has also directed multi-billion-dollar investments toward other AI firms, including Elon Musk’s xAI, Mira Murati’s Thinking Machines Lab, and the French AI lab Mistral.
