Oracle Cloud Infrastructure joins the Arm AGI CPU ecosystem as agentic AI accelerates

On March 24 at Arm Everywhere, we said agentic AI would dramatically increase CPU demand in the data center. Just two months later, the market is moving even faster than we anticipated.

At COMPUTEX today, we announced that Oracle Cloud Infrastructure (OCI) is joining the Arm AGI CPU ecosystem, building on the momentum we shared at Arm Everywhere with customers including Cerebras, Cloudflare, F5, Meta, OpenAI, Positron, Rebellions, SAP, SK Telecom and Verda.

“OCI has seen strong momentum with Arm-based infrastructure across large-scale cloud-native workloads, including customers such as Uber, and we’re excited to explore how the Arm AGI CPU can extend those benefits into next-generation agentic AI systems,” said Mahesh Thiagarajan, EVP of Oracle Cloud Infrastructure. “By combining high-performance Arm compute with OCI’s scalable cloud infrastructure, we believe the Arm AGI CPU has the potential to help customers deploy more efficient and orchestrated AI environments at scale.”

Together, these deployments span hyperscalers, AI model providers, enterprises and cloud infrastructure leaders, underscoring the growing demand for infrastructure purpose-built for agentic AI.

The agentic era is arriving faster than expected

The rapid growth of agentic AI is validating what we outlined on March 24. Anthropic reported its revenue run rate reached nearly $50 billion in May, up from approximately $9 billion at the end of 2025, while enterprises across industries are racing to deploy increasingly sophisticated AI agents. What was forecast only 70 days ago is quickly scaling faster than expected.

Agentic workloads continuously coordinate across tools, services and data sources while routing tasks, executing code and maintaining context across increasingly distributed systems. As a result, much more work happens outside the model itself. SemiAnalysis recently estimated that 42% of execution time in modern agentic coding workloads is spent on CPU-driven tool use, highlighting the growing importance of CPUs in AI infrastructure.

The agentic CPU

Purpose-built for the agentic era, Arm AGI CPU delivers more than 2x performance per rack compared to traditional x86 CPU deployments, enabling cloud providers and AI infrastructure operators to dramatically increase compute density while remaining within power and thermal constraints.

At Arm Everywhere, we estimated that Arm AGI CPU could save operators up to $10 billion in capital expenditure for every gigawatt of AI infrastructure capacity deployed. Given the pace at which agentic AI adoption is accelerating, we now believe the economic impact could be even greater.

At COMPUTEX, Supermicro introduced new Arm AGI CPU platforms spanning both air-cooled and liquid-cooled rack-scale deployments, joining systems from ASRock Rack, Lenovo and other ecosystem partners.

Arm Neoverse momentum continues to build

The same forces driving adoption of Arm AGI CPU are also accelerating Arm Neoverse momentum across the cloud.

• Google recently announced Axion as the head node for its latest TPU systems, replacing x86 CPUs. 
• AWS continues to expand Graviton deployments, with major customers such as Snowflake increasing demand for Arm-based infrastructure to support agentic workloads. AWS has also noted that customers are asking for additional Graviton capacity to support next-generation AI services. 
• NVIDIA’s Arm-based Vera platform is now being deployed across multiple customers including OpenAI, Anthropic, SpaceX, among others reinforcing the value of purpose-built CPUs working alongside AI accelerators in tightly integrated rack-scale systems.

Together, these deployments demonstrate that Arm-based CPUs are increasingly becoming the control plane for modern AI infrastructure.

Defining the architecture of the agentic era

The past two months have reinforced a simple reality: Agentic AI is increasing the strategic importance of the CPU.

But agentic AI will not live only in the data center. Agents will span cloud AI infrastructure, edge AI devices and physical AI systems. With Arm’s pervasive compute platform, we are uniquely positioned to provide the foundation for the agentic era.