Meta is deepening its AI infrastructure strategy through a strategic partnership with semiconductor design company Arm, aiming to enhance the efficiency and scalability of its AI systems. As part of the multi-year collaboration, Meta will transition key components of its ranking and recommendation systems to Arm’s Neoverse platform, which has been specifically optimized for AI workloads in cloud environments. “AI is transforming how people connect and create,” said Santosh Janardhan, Meta’s head of infrastructure. “Partnering with Arm enables us to efficiently scale that innovation to the more than 3 billion people who use Meta’s apps and technologies.” While Arm is best known for its dominant mobile CPU architecture, its GPU offerings have historically lagged behind those of competitors like Nvidia. However, Arm is now positioning itself as a leader in energy-efficient computing, emphasizing its strength in performance-per-watt—critical for large-scale AI deployments. “AI’s next era will be defined by delivering efficiency at scale,” said Rene Haas, CEO of Arm. “Partnering with Meta, we’re uniting Arm’s performance-per-watt leadership with Meta’s AI innovation.” The partnership comes amid Meta’s massive infrastructure expansion, driven by surging demand for AI-powered services. One major initiative, code-named “Prometheus,” is set to come online with multiple gigawatts of power by 2027. Construction is currently underway in New Albany, Ohio, where a 200-megawatt natural gas project is being built to directly support the facility’s energy needs. In addition, Meta is developing a sprawling data center campus called “Hyperion” across 2,250 acres in northwest Louisiana, designed to deliver up to 5 gigawatts of computational capacity upon completion. While full rollout is expected through 2030, some phases may become operational earlier. Notably, this collaboration does not involve ownership stakes or direct exchange of physical infrastructure—distinguishing it from several recent high-profile AI infrastructure deals. Nvidia has been particularly active, committing $100 billion in phased investments to OpenAI, along with billions to Elon Musk’s xAI, Mira Murati’s Thinking Machines Lab, and the French AI startup Mistral. Meanwhile, AMD has also entered the fray, pledging to supply OpenAI with 6 gigawatts of compute capacity in exchange for stock options worth up to 10% of the company. As the race for AI dominance intensifies, Meta’s partnership with Arm reflects a growing focus on energy efficiency, scalability, and strategic independence in the face of escalating infrastructure demands.