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Investing.com -- Arm Holdings (NASDAQ:ARM) stock rose 1.9% following the announcement of a strategic partnership expansion with Meta Platforms (NASDAQ:META) aimed at scaling AI efficiency across multiple computing layers.
The multi-year agreement will combine Arm’s power-efficient compute technology with Meta’s AI innovation to deliver performance and efficiency improvements across Meta’s global platforms. The partnership will span from milliwatt-scale devices for on-device intelligence to megawatt-scale systems training advanced AI models.
Under the expanded collaboration, Meta’s AI ranking and recommendation systems, which power discovery and personalization across Facebook and Instagram, will leverage Arm’s Neoverse-based data center platforms. This shift is expected to deliver higher performance and lower power consumption compared to x86 systems.
The companies have already optimized Meta’s AI infrastructure software stack for Arm architectures, including joint tuning of open source components such as Facebook GEneral Matrix Multiplication and PyTorch. These optimizations exploit Arm’s vector extensions and performance libraries, producing measurable gains in inference efficiency.
The partnership also deepens collaboration on AI software optimizations across PyTorch, the ExecuTorch edge-inference runtime engine, and the vLLM datacenter-inference engine. Executorch is now optimized with Arm KleidiAI, which aims to improve efficiency on billions of devices.
"AI’s next era will be defined by delivering efficiency at scale. Partnering with Meta, we’re uniting Arm’s performance-per-watt leadership with Meta’s AI innovation to bring smarter, more efficient intelligence everywhere — from milliwatts to megawatts," said Rene Haas, CEO of Arm.
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