**ARM has launched its first in-house AI chip (AGI CPU) for data centers**, moving beyond its traditional licensing model to directly compete in AI infrastructure with early customers including Meta, OpenAI, and Cloudflare.[3] This strategic shift represents a major acceleration in the competition for control over the AI infrastructure supply chain, as companies race to secure chips, power, and regulatory advantage in the rapidly evolving AI race.[3]

References:
1. https://techcrunch.com/2026/02/28/billion-dollar-infrastructure-deals-ai-boom-data-centers-openai-oracle-nvidia-microsoft-google-meta/
2. https://www.youtube.com/watch?v=NHP_uH3nPHQ
3. https://techstartups.com/2026/03/25/top-tech-news-today-march-25-2026/
4. https://ramp.com/velocity/the-ai-digest-march-4-2026
5. https://coaio.com/news/2026/03/breaking-tech-news-on-march-27-2026-ai-breakthroughs-hardware-2kkc/
6. https://techcrunch.com
7. https://www.youtube.com/watch?v=u6KQYIW5XKo
8. https://tradingeconomics.com/calendar