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00:00ARM joins forces with META to scale AI efforts.
00:04Semiconductor design company ARM is teaming up with META to give the social media empire's
00:09AI systems a serious efficiency upgrade.
00:12The partnership will see META's ranking and recommendation engines, which decide which
00:17reels, posts and ads you scroll past, migrate to ARM's Neoverse platform, a cloud-optimized
00:23architecture designed to handle heavy AI workloads without consuming excessive electricity.
00:28Santosh Janardhan, META's Head of Infrastructure, said AI is transforming how people connect
00:34and create.
00:35META's AI needs to keep up with 3 billion users liking, swiping and doomscrolling daily.
00:41ARM's energy-efficient architecture could help make that possible and cheaper, as META ramps
00:45up an unprecedented infrastructure build-out.
00:48For years, ARM has been the quiet hero behind most of the world's smartphones.
00:53But now it's eyeing the cloud, hoping to flex its low-power muscle against heavyweights
00:57like NVIDIA.
00:58AI's next era will be defined by delivering efficiency at scale, said ARM CEO Rene Haas.
01:04In other words, let NVIDIA have the power-hungry GPUs.
01:08ARM is betting on smarter, leaner chips that can do more with less.
01:11The timing couldn't be better.
01:13META is in the middle of a colossal data center expansion.
01:16Think SimCity with GPUs.
01:19Its upcoming Prometheus project in Ohio will reportedly draw several gigawatts of power
01:24by 2027, complete with its own 200-megawatt natural gas plant.
01:29Not enough juice?
01:30Hyperion, a 2,250-acre project in Louisiana, aims to generate 5 gigawatts of compute by 2030.
01:38Unlike NVIDIA's deals, the ARM Meta Alliance is straightforward.
01:42Just silicon and strategy.
01:44It's a quest to rule the AI-powered internet, or at least make your Facebook feed faster.
01:49Enderal
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