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Meta partners with Arm to boost AI recommendations across Facebook and Instagram

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Meta Platforms announced a new partnership with chip technology firm Arm Holdings to power the AI systems behind its personalization and recommendation engines across Facebook and Instagram. The collaboration marks another milestone for Arm as it pushes deeper into data center and AI computing — areas long dominated by Intel and AMD’s x86 architecture.

Meta will deploy Arm-based data center platforms to run the ranking and recommendation algorithms that determine what users see on its apps. Both companies said the shift will deliver higher performance and improved energy efficiency compared to traditional x86 systems.

Arm, backed by Japan’s SoftBank, provides the chip designs that serve as blueprints for central processing units (CPUs) used in billions of devices worldwide. While its technology already dominates smartphones, it is rapidly expanding into server and personal computer markets.

As part of the announcement, Meta revealed a $1.5 billion investment in a new Texas data center, its 29th facility globally, to support AI infrastructure growth. The two companies also said they have optimized Meta’s AI software for Arm chips and made the improvements open source, allowing developers to freely use and build upon them — a move expected to speed up Arm’s adoption in cloud computing.

Meta and Arm plan to continue refining their joint open-source projects to make AI workloads more efficient and accessible across the industry.

Qualcomm Moves to Arm’s Latest Tech to Boost AI Chips and Rival Apple, MediaTek

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Qualcomm has adopted the newest version of Arm Holdings’ chip architecture for its next generation of flagship processors, aiming to strengthen performance in artificial intelligence (AI) and better compete with Apple and MediaTek, according to sources familiar with the matter.

The decision represents a significant turning point in the relationship between the two companies after last year’s legal clash, which had raised doubts about whether Qualcomm would continue relying on Arm’s technology. The move is also expected to boost Arm’s revenue, as the company charges more for licensing its most advanced technology.

Arm’s shares rose 5% in regular trading after Reuters reported Qualcomm’s shift to its Arm v9 instruction set — the ninth generation of the company’s computing architecture.

AI PERFORMANCE AT THE CORE

Unlike previous generations, Qualcomm’s new PC and smartphone chips will incorporate Arm’s v9 architecture, which includes several enhancements tailored for AI tasks such as chatbots, image generation, and on-device learning.
Competitors MediaTek and Apple already use the v9 standard, which defines the fundamental instructions a processor can execute and determines compatibility with apps and software.

A Qualcomm spokesperson declined to confirm specific technologies but said the company’s internal CPU design team enables flexibility:

“We chose the instructions that make sense for our customers. That’s the beauty of having our own CPU design team — we can pick and choose the instructions that add value,” the company said.

LEGAL RIFTS GIVE WAY TO PRACTICALITY

The decision marks a pragmatic end to a strained chapter in Qualcomm and Arm’s relationship. The two companies had been locked in a licensing dispute after Arm threatened to revoke a key agreement, though it later withdrew the threat.

Despite the tensions, Qualcomm’s choice to stick with Arm’s latest architecture is seen as a vote of confidence in Arm’s long-term ecosystem.
Jay Goldberg, senior analyst at Seaport Research Partners, called the decision “very positive for Arm,” adding:

“These are companies that were fighting each other. Qualcomm could have gone a very different path here.”

ARM STRENGTHENS ITS POSITION

While Arm faces emerging competition from RISC-V, an open-source alternative architecture, analysts note that RISC-V remains decades behind in maturity and lacks a comparable developer community.

Because Qualcomm licenses Arm’s architecture rather than buying complete chip designs, the exact revenue impact for Arm is uncertain. However, the shift underscores Arm’s enduring dominance in mobile and AI chip design.

As AI workloads increasingly drive hardware innovation, Qualcomm’s adoption of Arm’s newest architecture signals that the next wave of chips will focus as much on intelligence and adaptability as on speed and power efficiency.