ARM shares are rising on a report that Meta will buy her first segment

arm The shares increased by 6 % after a report on Thursday that it was developing its own segment and that it got dead as one of its first customers.

the Financial times The report indicates that ARM is developing a new product that competes with many of its customers. The semiconductor company currently licenses its technology, which is called the instruction group, as well as the most complex basic designs, for its customers so that they can build their own chips.

Historically, the arm is known as “Switzerland“One of the chips technology companies, a reputation you received by dealing with competing chip makers. It is considered Apple, Google, Nvidia, Amazon, Microsoft, Qualcomm and Intel as customers.

Meta spends up to $ 65 billion this year on capital expenditures to develop artificial intelligence. Although many of its spending on NVIDIA systems, Meta has also bought other chips, including AMD competitorAnd she is developing her own segment internally.

The ARM chip will be a central processor for servers, according to the report, and not a type of graphics processor usually used for the heaviest burden of artificial intelligence.

NVIDIA tried to purchase ARM in 2020 from Softbank for $ 40 billion before the deal It was banned by the organizers On the main role of the arm in the chips market. ARM was yearned in 2023 and has a maximum market exceeding $ 173 billion.

ARM shares rose about 29 % so far in 2025, as they are seen as an essential empowerment factor for artificial intelligence systems. The company’s leadership told investors that it is looking to sell more advanced technology to its current customers to increase revenues.

Rene Haas, CEO of ARM, was killed by billions of dollars in spending on the planned data center Google to 75 billion dollarsand Microsoft to 80 billion dollars and Dead to 60 billion dollars As an opportunity for the arm earlier this month.

“No one is retreating,” Haas said earlier this month.

The arm is also the technology partner in Stargate The initiative, which plans to spend up to 500 billion dollars, build an Openai’s Amnesty International Infrastructure.

ARM refused to comment, and Meta did not respond to the CNBC request for comment.

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