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Arm is set to make waves by unveiling its first in-house processor, with Meta as its launch partner. This new CPU, tailored for data center servers, will be manufactured by TSMC. The announcement comes amid Arm’s collaboration with OpenAI on the $500 billion Stargate project, which could leverage this chip for AI infrastructure. Historically a licensor, Arm is now stepping into competition with clients like NVIDIA. Meanwhile, SoftBank aims to bolster Arm’s strategy with a potential acquisition of Ampere, enhancing its chipmaking ambitions.
What impact do you think Arm’s entry into chip manufacturing will have on the industry?