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Arm releases first in-house chip, with Meta as debut customer

cnbc.com

31–40 of 54 posts

Re: Arm releases first in-house chip, with Meta as debut customer

#31

Meta only recently announced a “long term” partnership with Nvidia: https://about.fb.com/news/2026/02/meta-nvidia-announce-long-... So how does this fit in? Is it a replacement for Nvidia’s portfolio of chips? Or just an alternative option to avoid dependency on one vendor? Something else?

This is similar to AWS & their Graviton VMs.

Re: Arm releases first in-house chip, with Meta as debut customer

#32
Makes me wonder if Mark Zuckerberg had not had this weird vision of making Second Life VR for Meta and focused on AI as it was looming if they could have built a serious competitor to Anthropic and OpenAI. I know he tried, but it was already late to the party, but still, had he tried a lot sooner, would he have gotten more built? I think his obsession with making the VR stuff happen is holding him back.

Re: Arm releases first in-house chip, with Meta as debut customer

#33

Earlier quoted context omitted.

But one is a press release from ARM and the other is a report from CNBC. How are the two the same? By your logic, there shouldn't be a gazillion posts about Apple Events the day it happens.

It's not my logic, it's the logic of the moderator(s) of HN. Here's more, cut+paste from the link previously provided ( https://news.ycombinator.com/item?id=43738815 ): > I agree—they're not all the same story. On the other hand: stories in an ongoing sequence usually lead to repetitive discussion, which is bad for HN

> stories in an ongoing sequence usually lead to repetitive discussion, which is bad for HN

You mean like the daily repetitive AI news?

Re: Arm releases first in-house chip, with Meta as debut customer

#34

Makes me wonder if Mark Zuckerberg had not had this weird vision of making Second Life VR for Meta and focused on AI as it was looming if they could have built a serious competitor to Anthropic and OpenAI. I know he tried, but it was already late to the party, but still, had he tried a lot sooner, would he have gotten more built? I think his obsession with making the VR stuff happen is holding him back.

Meta will always need the next platform. Instagram, Facebook phone, Whatsapp, Reels, Marketplace, Portal, VR, AI... Some succed, some fail. When you are an Ads company, the surface where ads are delivered to is important. I don't think it's a fundamentally different business model from Google's. VR addresses an interesting and increasing niche of people that refuse human contact and prefer the online world - for those people clothes, going out, buying a car, spending money on whatever the current society spends money on might not be so interesting, instead a parallel, virtual world, might be.

As for Claude and OpenAI, no one has a revenue net positive business model yet. They are much better than Meta's Llamas, but the model quality doesn't equal cash in the bank. Things might still change in the end. More players are better for me as a consumer.

Re: Arm releases first in-house chip, with Meta as debut customer

#35
post #15

This is going to be a strategic challenge for ARM unless they are going to focus on chips that nobody else wants to make. And given the AI focus, that doesn’t seem to be the case. I would think that the RISC-V folks would be salivating at the prospect of flipping some existing ARM licensees to RISC-V.

Meta bought a RISC-V startup six months ago: https://hn.algolia.com/?q=meta+rivos Guess at the end of the day, no-one ever got fired for building ARM.

Rivos is about making GPUs. It will be interesting to see how this all nets out.

It is going to be a huge 24 months for RISC-V. My biggest concern is that everybody will have already placed their bets before then.

Re: Arm releases first in-house chip, with Meta as debut customer

#37

Makes me wonder if Mark Zuckerberg had not had this weird vision of making Second Life VR for Meta and focused on AI as it was looming if they could have built a serious competitor to Anthropic and OpenAI. I know he tried, but it was already late to the party, but still, had he tried a lot sooner, would he have gotten more built? I think his obsession with making the VR stuff happen is holding him back.

meta had the gpus to train llama because of their capital spend on horizons, so at least they were in the game, but maybe he didn't see "chatbot" as a trillion dollar product category

Re: Arm releases first in-house chip, with Meta as debut customer

#38

Meta only recently announced a “long term” partnership with Nvidia: https://about.fb.com/news/2026/02/meta-nvidia-announce-long-... So how does this fit in? Is it a replacement for Nvidia’s portfolio of chips? Or just an alternative option to avoid dependency on one vendor? Something else?

CPUs and GPUs sit in pretty distinct niches; they don't substitute like you're implying.

Re: Arm releases first in-house chip, with Meta as debut customer

#39

Makes me wonder if Mark Zuckerberg had not had this weird vision of making Second Life VR for Meta and focused on AI as it was looming if they could have built a serious competitor to Anthropic and OpenAI. I know he tried, but it was already late to the party, but still, had he tried a lot sooner, would he have gotten more built? I think his obsession with making the VR stuff happen is holding him back.

Facebook's strength has never been innovation, but adapting to the changes; mostly through acquisition.

With the 20/20 hindsight - I'd say the VR bet was too early for Facebook. Instead of trying to build a future tech, they should have acquired it another few years later, only after the tech has reached a more mature stage.

Meta still has a chance to catch up in the AI race given they are not trying to build afresh, but once again adapt by throwing cash at it (which has been the biggest strength of Facebook and Zuckerberg. see: instagram, whatsapp, reels, and many more...)

Re: Arm releases first in-house chip, with Meta as debut customer

#40

Makes me wonder if Mark Zuckerberg had not had this weird vision of making Second Life VR for Meta and focused on AI as it was looming if they could have built a serious competitor to Anthropic and OpenAI. I know he tried, but it was already late to the party, but still, had he tried a lot sooner, would he have gotten more built? I think his obsession with making the VR stuff happen is holding him back.

Meta was on a roll with their early research and work with Llama and other models. Then it all just seemed to trail off. I’m sure they’re doing some interesting things internally but it does feel like they were in the right place to have capitalized on it a lot more.
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