Agentic AI · Nvidia · Intel · Meta · TSMC · ARM · Datacenter Dynamics
Arm's race: Building the AGI CPU
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Thirty-five years is a long time in computing.
Key facts
- Arm said it has validated two different Open Compute Project (OCP) rack designs, a 36kW air-cooled system with 30 compute blades, totaling 8,160 cores per rack, and a 200kW liquid-cooled server
- Announced in March, the AGI CPU comprises up to 136 Arm Neoverse V3 cores running up to 3.7GHz across two dies
- Indeed, Paul Saab, software engineer at Meta who has been involved in the AGI CPU project, told delegates at OCP’s 2026 EMEA Summit, held in Barcelona in April, that the company believes adopting
- So the AGI CPU, Nvidia’s Grace processor, and the GB300 are all System Ready compliant, and they've donated the specs under that program to OCP
Summary
At the heart of many of these advances has been British company Arm, which emerged from humble beginnings in a barn in the Cambridgeshire village of Swaffham Bulbeck to become one of the dominant players in silicon design. Arm’s low-power, high-efficiency chip architecture is at the heart of millions of mobile devices, such as the iPhone. The move represents a big shift for the company, and one that could have a profound impact on its future. Announced in March, the AGI CPU comprises up to 136 Arm Neoverse V3 cores running up to 3.7GHz across two dies. Built on TSMC’s 3nm process node, it is said to be capable of delivering more than double the performance per rack when compared with platforms based on Intel’s x86 architecture in certain configurations.