ByteDance and Oracle have purchased unspecified quantities of Arm’s data center AGI CPU.

The revelation was made by Arm CEO Rene Haas during the Computex event currently taking place in Taiwan.

Arm launched its first-ever data center CPU in March 2026.

Co-designed with Meta to support “agentic AI infrastructure,” the Arm AGI CPU represents the first time in the company’s 35-year history that it has produced its own chip, a departure from its traditional business model of designing and licensing out its chip IP to companies.

In a letter to shareholders following the publication of Arm’s Q4 2026 results, Haas said that customer response to the Arm AGI CPU had been “strong” and that the company now has more than $2 billion-worth of demand across FY27 and FY28 – more than double the figure stated at launch.

“We are on track towards our forecast of $15 billion in this business as stated at our Arm Everywhere event last quarter, and soon the data center will be Arm’s largest business,” he wrote. “The direction is clear: customers want Arm at the center of the AI data center.”

In April of this year, AI cloud provider Verda announced it would be offering its customers access to Arm’s AGI CPU.

Details of the size and timeline of deployments for all named customers have not been disclosed.

However, per a report from Reuters, Haas said that demand for the CPU was greater than ever, causing production bottlenecks. The CEO reportedly met with TSMC’s leader on Monday to discuss the situation, while Arm is also working with Japanese fabless ASIC supplier Socionext to shore up wafer and packaging supply.