Search results for Santosh Janardhan
AI & Enterprise
Meta steps up cloud infrastructure push, considers selling AI models
Meta is stepping up efforts to enter the cloud business using data centres built with large capital outlays, Bloomberg News reported. It is preparing a cloud infrastructure service that sells AI computing power along with access to models, putting it in competition with major providers such as AWS, Google Cloud and Microsoft Azure. Meta is considering renting computing capacity and offering access to AI models running on its infrastructure.
Industry
Arm to sell chips directly, shifting from IP licenser to semiconductor supplier
Arm will release its first mass-produced silicon chip in 34 years, shifting from supplying IP licences to designing chips and earning revenue directly. The company unveiled the Arm AGI CPU for agentic AI data centre infrastructure, based on Arm Neoverse V3 and offering up to 136 cores per CPU. Arm said agentic AI will sharply increase CPU core demand. Meta co-developed the chip and plans to deploy it with its MTIA accelerators. Samsung Electronics and SK Hynix highlighted memory and packaging cooperation.
AI & Enterprise
Meta aims to become AI infrastructure giant without cloud business
Meta is increasing spending in the AI infrastructure race even though it does not sell computing services to outside companies. CEO Mark Zuckerberg announced the launch of a new organisation, Meta Compute, and pledged to secure tens of gigawatts of computing power this decade and hundreds of gigawatts longer term. The unit will oversee infrastructure, chip design, power procurement and supply chains. Some see a strategic shift, while others warn of profitability risks. Meta has already spent more than $70 billion and plans further investment exceeding $600 billion over two years.
