Semiconductors Chips

2 stories across channels

Arm Launches First In-House AGI CPU — 2x Performance Per Rack, $10B CAPEX Savings Per GW of Data Center Capacity

Arm unveiled its first proprietary chip in 35 years — the AGI CPU, co-developed with Meta. Featuring 136 Neoverse V3 cores at 300W TDP, it delivers 2x performance per rack vs. x86 and enables up to $10B in CAPEX savings per GW of AI data center capacity. Partners include AWS, Google, Microsoft, NVIDIA, TSMC, and 50+ ecosystem companies. Air-cooled racks support 8,160 cores; liquid-cooled racks exceed 45,000 cores. Arm expects 'billions in annual revenue.'

The Deep Signal · Tuesday, March 24, 2026

TSMC Hits Capacity Limits — NVIDIA May Redesign Feynman Platform as 2nm Process Booked Through 2028

Broadcom executive confirmed TSMC is reaching production capacity limits amid surging AI chip demand. Reports indicate NVIDIA's next-gen Feynman AI chip platform may require redesign because TSMC's 2nm process is fully booked until at least 2028, forcing NVIDIA and Meta to compete for scarce production slots. Price increases from TSMC are expected.

The Deep Signal · Tuesday, March 24, 2026