ARM Holdings PLC (ARM)

Arm CEO Warns AI Processor Export Restrictions to China Would Be Difficult to Enforce (ARM)June 2, 2026 7:10 AM
IH Market News Arm Holdings (NASDAQ:ARM) Chief Executive Rene Haas said on Tuesday that restricting exports of processors used in artificial intelligence applications to China would be challenging because of the broad range of uses for modern computing chips. His comments highlight the complexities policymakers face as governments seek to limit access to advanced technologies while maintaining the flow of products that serve a wide variety of commercial and industrial functions. CPUs Serve a Vast Range of Applications Speaking to Reuters, Haas emphasized that central processing units are fundamental components used across countless technology products and industries. “CPUs are kind of like oil relative to the application space,” Haas told Reuters. “That’s a pretty hardcore cut.” The comparison underscores the central role processors play throughout the global technology ecosystem, where they are used in everything from personal computers and smartphones to cloud infrastructure and industrial systems. Distinguishing AI Chips from General-Purpose Processors Remains Difficult Haas explained that one of the main obstacles to imposing targeted export controls lies in determining which processors should be classified as AI-related products. Many modern CPUs are capable of supporting artificial intelligence workloads while also performing a broad range of conventional computing tasks. As a result, separating chips intended specifically for AI applications from those designed for general-purpose computing is far from straightforward. Broad Industry Usage Complicates Export Controls According to Haas, the widespread adoption of processors across multiple sectors makes narrowly focused restrictions difficult to implement in practice. Any attempt to block exports of chips that could potentially be used for AI applications risks affecting a much broader set of technologies and customers. Because processors are embedded throughout the digital economy, restrictions targeting AI-related hardware could have implications extending well beyond the artificial intelligence sector itself. Ongoing Debate Over Technology Trade Restrictions The comments come as governments around the world continue to evaluate measures designed to limit access to advanced semiconductor technologies. Export controls have increasingly become a focal point of technology policy, particularly as artificial intelligence grows in strategic importance. However, Haas suggested that the practical realities of the semiconductor industry may make it difficult to draw clear boundaries around which products should be restricted. His remarks underscore the challenge of balancing national security objectives with the highly interconnected nature of the global chip market, where many technologies serve multiple purposes and industries simultaneously. Arm Holdings stock price Original: Arm CEO Warns AI Processor Export Restrictions to China Would Be Difficult to Enforce (ARM)

Wolfe Research sees AI workloads expanding CPU market by 30% through 2028May 31, 2026 9:15 AM
IH Market News AI expected to drive a new phase of CPU demand Wolfe Research believes the rise of agentic artificial intelligence and orchestration computing will create a significant expansion in processor demand, projecting that the total addressable CPU market will grow by approximately 30% by 2028. The firm argues that access to manufacturing capacity at Taiwan Semiconductor Manufacturing Company is likely to be a more important factor in determining competitive success than raw chip performance over the next several years. Orchestration CPUs poised for strong growth According to Wolfe, orchestration processors are expected to experience rapid expansion by 2028 as Nvidia’s Rubin Ultra platform moves toward a CPU-to-GPU ratio of roughly 1:1. Despite the anticipated growth, Wolfe expects the orchestration CPU segment to remain largely dominated by companies that already control GPU and accelerated computing ecosystems. The firm’s forecasts for orchestration CPU volumes are based on GPU and XPU shipment assumptions incorporated into its proprietary Wolfe Accelerator Model. ARM designs expected to capture a larger share of AI computing Within the developing market for agentic AI processors, Wolfe Research forecasts that ARM-based architectures will secure between 50% and 75% market share. The research firm believes ARM designs offer advantages in energy efficiency and multi-threaded processing, while x86 architectures retain strengths in single-threaded performance. Under Wolfe’s base-case scenario, where ARM captures half of the agentic CPU market, ARM’s share of the broader CPU industry would increase to roughly 45% by 2028 from approximately 15% today. AMD identified as the biggest potential winner Wolfe Research views Advanced Micro Devices (NASDAQ:AMD) as the company with the most significant upside relative to both its valuation and current scale. The firm projects AMD’s server CPU revenue will rise from approximately $17 billion in 2026 to $44 billion by 2028. According to Wolfe, that growth could add around $7 per share in earnings compared with 2025 levels, boosting AMD’s overall earnings potential to between $25 and $30 per share by 2028. Intel expected to face continued share erosion Although Wolfe forecasts expansion across the overall CPU industry, it believes Intel (NASDAQ:INTC) will continue to lose market share in several important segments. The firm expects pressure in orchestration CPUs as Google increasingly adopts its internally developed Axion processors, while Intel is also projected to lose ground in traditional server CPUs and emerging agentic AI workloads. Nevertheless, Intel’s server CPU revenue is still expected to increase from $22.6 billion in 2026 to $41.5 billion in 2028. Assuming a 30% operating margin on incremental revenue, Wolfe estimates this growth could contribute approximately $1 in additional earnings per share relative to 2025. Nvidia expected to lead CPU shipment expansion Wolfe forecasts Nvidia (NASDAQ:NVDA) will ship more than four million CPUs this year, including roughly 1.3 million Vera agentic processors, with the majority expected to be delivered during the fourth quarter. The firm estimates agentic CPU revenue could reach $6.6 billion in 2026, increase to $14 billion in 2027 and rise further to $24.6 billion in 2028. These forecasts are based on an average selling price of approximately $5,000 per server CPU. While Nvidia is expected to command the largest share of the market, Wolfe notes that CPUs will have a relatively limited impact on earnings because of the company’s much larger accelerator business. The firm estimates CPU products could add roughly $0.50 per share in earnings compared with 2025. Arm Holdings positioned for multiple growth drivers Wolfe Research also sees meaningful upside for Arm Holdings (NASDAQ:ARM), supported by its exposure to orchestration processors, growing adoption of ARM-based agentic CPUs and future opportunities in proprietary silicon products. Using its assumption of a 50% share of the agentic CPU market by 2028, Wolfe projects royalty revenue of approximately $1.5 billion in 2027, increasing to $2.5 billion in 2028. The firm also forecasts ARM-generated silicon revenue of around $2 billion in 2028. According to Wolfe’s estimates, datacenter CPU royalties could contribute roughly $1.25 per share in additional earnings compared with 2025, while silicon-related activities could add another $0.30 per share. Combined, these contributions could support earnings power of approximately $4.50 per share by 2028, although Wolfe cautions that the stock continues to trade at a premium valuation. Semiconductor manufacturers also stand to benefit The anticipated increase in CPU demand is expected to translate into approximately 20% wafer growth over the next two years for semiconductor equipment manufacturers. Even so, Wolfe expects GPUs and XPUs to remain the primary drivers of demand for advanced manufacturing capacity, with AI accelerators continuing to account for the largest share of leading-edge wafer production. Advanced Micro Devices stock price Intel stock price Nvidia stock price Arm Holdings stock price Original: Wolfe Research sees AI workloads expanding CPU market by 30% through 2028

Semiconductor shares climb in premarket trade as investor confidence improvesMay 26, 2026 8:55 AM
IH Market News U.S. semiconductor stocks moved broadly higher in premarket trading on Tuesday, with memory chipmakers and AI infrastructure companies leading gains as market sentiment improved following signs of progress in negotiations between the United States and Iran. The rally followed strength across Asian markets, where artificial intelligence-linked technology stocks advanced in both Hong Kong and South Korea. Micron leads sector gains after bullish UBS upgrade Micron Technology (NASDAQ:MU) emerged as one of the strongest performers, rising 6% before the open after UBS more than tripled its price target on the company to $1,625. UBS said expanding long-term supply agreements across the memory sector could fundamentally reshape Micron’s earnings outlook over time. AI and chip stocks extend broader rally Elsewhere in the semiconductor sector, Marvell Technology (NASDAQ:MRVL) gained 5%, while SanDisk (NASDAQ:SNDK) advanced 3.1%. Qualcomm (NASDAQ:QCOM) rose 2.4%, and Advanced Micro Devices (NASDAQ:AMD) added 2.7%. Meanwhile, Arm Holdings (NASDAQ:ARM) climbed 1.7%, while AI chip leader NVIDIA (NASDAQ:NVDA) traded 1.2% higher. UBS highlights data centre demand as major growth driver Last week, UBS raised its year-end target for the S&P 500 index to 7,900, pointing to what it described as “seemingly insatiable demand for data center infrastructure” as a major factor supporting stronger earnings expectations. Middle East developments remain in focus Investors continue to monitor geopolitical developments in the Middle East, where the prolonged closure of the Strait of Hormuz has created heightened uncertainty across global financial markets in recent months. However, indications of progress in U.S.-Iran peace negotiations helped improve sentiment in Tuesday’s premarket session, although investors remain cautious given the fragile and evolving nature of the situation. Micron Technology stock price Marvell Technology stock price SanDisk stock price Qualcomm stock price Advanced Micro Devices stock price Arm Holdings stock price Nvidia stock price Original: Semiconductor shares climb in premarket trade as investor confidence improves

Citigroup Sees Server CPU Market Reaching $132 Billion by 2030 as Intel Retains LeadershipMay 23, 2026 10:01 AM
IH Market News Agentic CPUs Expected to Drive Explosive Industry Growth Citigroup expects the global server CPU market to grow to roughly $132 billion by 2030, compared with an estimated $29.3 billion in 2025, with much of the expansion expected to come from emerging agentic CPU demand. According to the brokerage, traditional general-purpose CPUs are projected to expand at a compound annual growth rate of 20%, reaching approximately $50.9 billion by 2030. AI head node processors are forecast to grow at a 21% CAGR, climbing to around $21.1 billion by the end of the decade. Agentic CPUs are expected to deliver the fastest growth, with Citigroup projecting a 185% compound annual growth rate that would lift the segment to about $59.4 billion by 2030. Intel Expected to Remain Market Leader Citigroup expects Intel (NASDAQ:INTC) to retain the largest share of the total CPU market through 2030, accounting for approximately 47% of industry revenue. Advanced Micro Devices (NASDAQ:AMD) is projected to hold a 34% market share, while Arm-based (NASDAQ:ARM) processors and other competitors are expected to make up the remaining 19%. Citi Raises Intel and AMD Price Targets The brokerage increased its price target on Intel to $130 from $95 while maintaining a buy rating on the stock. Citigroup also raised its target price on AMD to $460 from $358, while keeping a neutral rating on the company. AI Deployment Shift Creates New CPU Opportunities Citigroup noted that Intel, AMD and Arm-based chipmakers are increasingly focusing on CPU opportunities as major cloud providers redirect spending away from training artificial intelligence models and toward deploying them in production environments. Semiconductor Stocks Continue Strong Rally Intel shares have climbed approximately 195% since the start of the year, while AMD stock has advanced roughly 98% over the same period. Intel stock price Advanced Micro Devices stock price Arm Holdings stock price Original: Citigroup Sees Server CPU Market Reaching $132 Billion by 2030 as Intel Retains Leadership

AMD and ARM Extend Server Market Gains While Intel Loses Share (AMD)May 14, 2026 6:30 AM
IH Market News Advanced Micro Devices (NASDAQ:AMD) and Arm Holdings (NASDAQ:ARM) continued to strengthen their positions in the server processor market during the first quarter of 2026, taking additional share from Intel (NASDAQ:INTC), according to a new report published by UBS.The report also showed that personal computer shipments remained weaker than typical seasonal patterns for a second consecutive quarter. Server CPU Shipments Beat Seasonal Trends UBS said total server CPU shipments increased about 6% from the previous quarter and roughly 19% year over year, significantly outperforming the normal seasonal trend, which historically points to a 7% quarterly decline.On a unit-share basis, Intel lost approximately 370 basis points of market share, ending the quarter at 54.9%. AMD gained 230 basis points to reach 27.4%, while ARM expanded by 140 basis points to 17.7%.“On a Y/Y basis ARM share increased from 11.5% to 17.7%, AMD grew from 24.1% to 27.4%, while INTC share declined from 64.4% to 54.9%,” UBS analysts led by Timothy Arcuri wrote in the report. AMD Gains Momentum in x86 Server Segment Within the x86 server processor market, Intel’s revenue share fell by 490 basis points to 53.8%, while AMD’s share climbed to 46.2%.The shift came as Intel’s server processor shipments declined 1% quarter over quarter, compared with a 15% increase for AMD during the same period.UBS analysts said they expect the trend to continue, pointing to accelerating hyperscaler investment and rising demand linked to agentic artificial intelligence workloads.Following 21% server CPU market growth in 2025, UBS said the outlook remains strong as hyperscaler capital expenditures are projected to increase around 81% year over year. AI Demand Seen Driving ARM and AMD Adoption “While all CPU architectures will benefit from increasing AI demand near-term, we see strong hyperscaler adoption of ARM for head nodes and other applications in light of its power-efficient architecture, while AMD is well positioned with industry-leading core count combined with multithreading capabilities allowing to serve agentic workloads with multiple sub-agents on one device,” the analysts wrote.For Intel, UBS argued that the company’s server roadmap “will likely become more competitive with introduction of Coral Rapids lineup,” while adding that Intel could benefit in the PC segment over the medium term as locally-run AI workloads increase demand for computing power. PC Shipments Remain Under Pressure In the PC market, first-quarter shipments declined 13% from the previous quarter, performing six percentage points below the five-year seasonal average and marking a 6% annual decline.UBS forecasts global PC shipments will decrease roughly 11% during 2026 as higher memory prices continue to pressure consumer and enterprise demand. The bank also expects AMD to continue taking client processor market share from Intel. UBS Sees Massive Long-Term Growth in Server CPU Market Looking further ahead, UBS estimates the global server CPU market could expand nearly fivefold by 2030, growing from around $30 billion in 2025 to approximately $170 billion.The bank projects ARM could account for between 40% and 45% of total server CPU unit shipments by the end of the decade, compared with roughly 15% in 2025.Advanced Micro Devices stock priceArm Holdings stock priceIntel stock price Original: AMD and ARM Extend Server Market Gains While Intel Loses Share (AMD)

Arm beats expectations but shares fall on supply concerns for AI chipMay 7, 2026 6:54 AM
IH Market News Arm Holdings (NASDAQ:ARM) reported quarterly earnings and guidance that surpassed Wall Street expectations, while highlighting strong customer demand for its recently launched artificial intelligence-focused data center processor.Despite the upbeat results, U.S.-listed shares of the British semiconductor designer reversed sharp after-hours gains and fell 5% by 04:00 EST (08:00 GMT), after initially climbing as much as 13%.The decline followed comments during the company’s earnings call suggesting Arm has not yet secured enough supply capacity to satisfy an additional $1 billion in demand tied to its new AGI CPU.“Supply constraints led management to withhold raising its revenue forecast,” Raymond James analyst Simon Leopold wrote in a note. Growing role in AI infrastructure Arm is a major force in the semiconductor industry, with its chip architectures used by companies including Qualcomm, Apple, and Samsung in smartphone processors, as well as by cloud and hyperscale firms such as Amazon Web Services, Microsoft, Alphabet, and Meta.The company generates revenue by licensing its chip technology and collecting royalty fees on products built using its designs.Arm’s technology has become increasingly important in the development of AI-oriented server processors. In March, the company expanded its strategy beyond intellectual property licensing and compute subsystems by entering the silicon products market directly.As part of that push, Arm introduced the Arm AGI CPU, a central processing unit built specifically for AI data centers. Demand for AGI CPU more than doubles “Customer response to Arm AGI CPU has been strong. We now have more than $2 billion of customer demand across fiscal 2027 and fiscal 2028, more than double what we stated at launch,” ARM top boss Rene Haas and finance chief Jason Child said in a shareholder letter.However, management clarified during the earnings call that supply commitments have only been secured for the first $1 billion in demand, adding, “For the $2 billion [of demand] we are now in the process of securing supply to support that.”“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. The direction is clear: customers want Arm at the center of the AI data center,” the executives added. AI demand expands beyond GPUs Arm’s results arrive as AI inference workloads and agentic AI applications fuel rising demand for CPU-based server chips, broadening the AI infrastructure market beyond graphics processing units.The trend has also been reflected in recent quarterly reports from Intel and AMD, highlighting growing interest in CPUs as part of AI data center deployments. Quarterly results top analyst forecasts For fiscal fourth quarter 2026, Arm posted adjusted earnings of 60 cents per share on revenue of $1.49 billion, beating analyst expectations of 58 cents per share and revenue of $1.47 billion.The Cambridge, England-based company said licensing and related revenue climbed 29% year-over-year to $819 million, while royalty revenue increased 11% to $671 million. Guidance edges above consensus Looking ahead, Arm forecast fiscal first-quarter 2027 adjusted earnings of 40 cents per share, plus or minus 4 cents, on revenue of approximately $1.26 billion, with a variance of plus or minus $50 million.Analysts had projected revenue of roughly $1.25 billion for the period. More about Arm Arm is a semiconductor design company known for developing energy-efficient processor architectures used across smartphones, cloud infrastructure, automotive systems, and AI data centers. Rather than manufacturing chips itself, Arm licenses its designs and intellectual property to technology companies worldwide, generating revenue through licensing agreements and royalties on shipped products.Arm Holdings stock price Original: Arm beats expectations but shares fall on supply concerns for AI chip

In Ascending Triple Top pattern/mode since 16 Apr 2026. GLTA

Middle East Peace Hopes and Falling Oil Prices Lift Wall StreetMarch 25, 2026 4:41 PM
IH Market News
U.S. stocks closed broadly higher on Wednesday as investors embraced reports that the White House had delivered a comprehensive 15-point ceasefire proposal to Iran, raising hopes for a diplomatic resolution to the conflict that has rattled markets throughout March. Falling crude oil prices added fuel to the rally, easing the inflation concerns that weighed on equities a day earlier.The Dow Jones Industrial Average rose 305.43 points, or 0.66%, to close at 46,429.49. The S&P 500 (SPI:SP500) gained 35.51 points, or 0.54%, to finish at 6,591.90, while the Nasdaq Composite advanced 167.70 points, or 0.77%, ending at 21,929.83. All three major averages built on the recovery that began earlier in the week after President Trump signaled productive talks with Tehran.Crude oil prices pulled back sharply on the day, offering a reprieve from the inflationary pressures that had pushed stocks lower on Tuesday. Despite the optimism, Iran responded with a five-point counteroffer that would give Tehran control over the Strait of Hormuz, though markets largely shrugged off the rejection, focusing instead on the fact that diplomatic channels remain open.



Notable Movers



Arm Holdings (NASDAQ:ARM) was the standout of the session, surging roughly 16% after the chip designer unveiled plans to manufacture and sell its own AGI CPU, the company’s first in-house chip in its history. CEO Rene Haas said the new product could generate $15 billion in revenue by 2031, with Meta Platforms as the flagship launch customer. Raymond James upgraded the stock to outperform. The announcement lifted the broader semiconductor space, with AMD jumping over 7% and Intel rallying nearly 7%.In M&A news, Merck (MRK) announced a definitive agreement to acquire clinical-stage biotech Terns Pharmaceuticals (TERN) for $6.7 billion in an all-cash deal at $53 per share. The acquisition targets Terns’ lead candidate TERN-701, a treatment for chronic myeloid leukemia, and marks Merck’s third multibillion-dollar deal in the past year as it prepares for Keytruda’s patent expiration in 2028. Merck rose about 2% on the news, while Terns jumped nearly 6%.Earnings drove several big moves. Paysign (PAYS) skyrocketed 35% after fourth-quarter results handily beat revenue expectations and management issued a bullish 2026 outlook. Chewy (CHWY) surged over 13% on record free cash flow and growth in its active customer base. Braze (BRZE) popped roughly 18% after beating fourth-quarter revenue estimates. On the downside, KB Home (KBH) fell about 7% after reporting a 23% year-over-year revenue decline to $1.08 billion and earnings that missed analyst expectations.Sarepta Therapeutics (SRPT) climbed approximately 20% after reporting positive Phase 1/2 clinical data from its siRNA programs targeting facioscapulohumeral muscular dystrophy and myotonic dystrophy, showing dose-dependent muscle exposure and proof-of-concept biomarker reduction with no dose-limiting toxicity.



Looking Ahead



The trajectory of the Iran conflict and its impact on oil prices remains the dominant driver for markets heading into the second half of the week. Any concrete progress on ceasefire negotiations could extend the current relief rally, while a breakdown in talks would likely push crude and Treasury yields back higher. Thursday brings weekly jobless claims data, which will be watched closely for signs of labor market softening amid the ongoing geopolitical uncertainty.

Original: Middle East Peace Hopes and Falling Oil Prices Lift Wall Street

Arm shares surge as analysts welcome launch of new AGI processorMarch 25, 2026 6:50 AM
IH Market News
Arm Holdings (NASDAQ:ARM) shares climbed about 13% in premarket trading on Wednesday after analysts delivered positive reactions to the company’s newly introduced internally developed processor, describing it as a significant step that could broaden Arm’s business model and strengthen its long-term earnings potential.Analyst Simon Leopold at Raymond James upgraded the stock to Outperform and set a $166 price target, pointing to Arm’s move “to include a fabless semiconductor element.”He said the strategic change “would yield strong operating profit, aid growth and add a new dimension to the strategy,” adding that Arm has lifted its long-term outlook, projecting earnings of $3 per share by fiscal 2028 and $9 by fiscal 2031.The firm highlighted the launch of Arm’s AGI CPU, developed in collaboration with Meta, which intends to deploy the processor alongside its MTIA accelerator.Raymond James said the new chip, built with Neoverse V3 cores and a high-bandwidth architecture, delivers “2x the performance of x86 CPUs” in its high-end reference configuration and is designed to support agentic AI workloads.“Meta has committed to multiple generations. Additionally, Arm has confirmed deployments with others including Cerebras, Cloudflare, F5, OpenAI, Positron, Rebellions, SAP, and SK Telecom,” Leopold noted.Chris Caso, analyst at Wolfe Research, wrote in a note to clients that the AGI CPU signals Arm’s entry into the “>$100bn merchant CPU market,” forecasting the processor could generate as much as $15 billion in revenue by fiscal 2031.Caso added that Arm “feels comfortable with in excess of $3 of EPS by FY28,” surpassing his earlier projection.Both research firms believe the rapid growth of agentic AI and Arm’s expanding list of partners and customers suggest a significantly larger long-term market opportunity for the company.Arm Holdings stock price

Original: Arm shares surge as analysts welcome launch of new AGI processor

Arm Expands Compute Platform to Silicon Products in Historic Company FirstMarch 24, 2026 12:55 PM
Business Wire
News Highlights



Arm extends its platform breadth to include production silicon products for the first time, offering the broadest choice of compute across IP, Arm Compute Subsystems (CSS) and silicon



Introducing the first Arm-designed data center CPU, the Arm AGI CPU, for agentic AI infrastructure, delivering more than 2x performance per rack compared with x86 platforms*



Developed with lead partner Meta, with other customers and leading ODMs committed for production, the Arm AGI CPU is backed by strong support from the global ecosystem



Arm Holdings plc (NASDAQ: ARM) today announced the next evolution of the Arm compute platform, extending into production silicon products for the first time in the company’s history. This begins with the launch of the Arm AGI CPU, an Arm-designed CPU for AI data centers, built to address a rising class of agentic AI workloads.


For more than three decades, the industry has innovated on the Arm compute platform to deliver scalable, power-efficient computing across hundreds of billions of devices. As AI transforms global computing infrastructure, partners across the ecosystem are asking for ways to deploy Arm technology at scale. In response, Arm is expanding its platform strategy beyond IP and Compute Subsystems (CSS) to include Arm-designed silicon products – giving partners the broadest set of options to build on Arm and enabling faster innovation across the AI ecosystem.


“AI has fundamentally redefined how computing is built and deployed. Agentic computing is accelerating that change,” said Rene Haas, CEO, Arm. “Today marks the next phase of the Arm compute platform and a defining moment for our company. With the expansion into delivering production silicon with our Arm AGI CPU, we are giving partners more choices all built on Arm’s foundation of high-performance, power-efficient computing, to support agentic AI infrastructure at global scale.”


Agentic AI is Reshaping AI Infrastructure, Driving More Demand for CPUs


The rise of AI agents is driving a major inflection point in global computing. As AI shifts from training models to deploying continuously running agents that reason, plan and act, the volume of tokens generated across AI systems is rapidly increasing and requires significantly more CPUs to handle reasoning, coordination and data movement.


As organizations scale agent-driven applications, data centers are expected to require more than 4x the current CPU capacity per GW* — driving the need for significantly more compute within the same power envelope. This is driving demand for a new class of CPUs designed for AI-scale infrastructure — delivering the performance needed to sustain high token throughput, the efficiency required to operate within real-world power constraints and a simplified architecture built without the overhead and complexity of x86 processors.


Extending the Arm Platform into Production Silicon


To help partners move faster in this new environment, Arm is introducing the Arm AGI CPU, which is expected to be the foundation for agentic data centers. The expansion into silicon products provides the ecosystem with greater flexibility in how they build and deploy Arm-based infrastructure — whether licensing Arm IP, adopting Arm CSS, or deploying Arm-designed silicon.


The Arm AGI CPU delivers:



Performance: Up to 136 Arm Neoverse V3 cores per CPU, delivering leading performance per core, SoC, blade and rack*, with 6GB/s memory bandwidth per core at sub-100ns latency.



Scale: 300-watt TDP with a dedicated core per program thread enables deterministic performance under sustained load, eliminating throttling and idle threads.



Efficiency: Supports high-density 1U server chassis’ supporting air-cooled deployments with up to 8,160 cores per rack, and liquid-cooled systems delivering 45,000+ cores per rack.



These capabilities translate into greater workload density, improved accelerator utilization and more usable compute within existing power envelopes — critical advantages as AI infrastructure scales. The Arm AGI CPU delivers more than 2x performance per rack versus x86 CPUs, enabling up to $10B in CAPEX savings per GW of AI data center capacity*.


Broad Ecosystem Support for Arm AGI CPU


Meta serves as the lead partner and co-developer, leveraging Arm AGI CPU to optimize infrastructure for its family of apps and working alongside Meta’s own custom silicon, called Meta Training and Inference Accelerator (MTIA), enabling more efficient orchestration in large-scale AI systems. Arm and Meta are committed to collaborating across multiple generations of the Arm AGI CPU roadmap.


“Delivering AI experiences at global scale demands a robust and adaptable portfolio of custom silicon solutions, purpose-built to accelerate AI workloads and optimize performance across Meta’s platforms,” said Santosh Janardhan, head of infrastructure, Meta. “We worked alongside Arm to develop the Arm AGI CPU to deploy an efficient compute platform that significantly improves our data center performance density and supports a multi-generation roadmap for our evolving AI systems.”


Alongside Meta, Arm has confirmed additional commercial momentum with partners including Cerebras, Cloudflare, F5, OpenAI, Positron, Rebellions, SAP, and SK Telecom. These customers will deploy the Arm AGI CPU for key agentic CPU use-cases including accelerator management, control plane processing, and cloud and enterprise-based API, task and application hosting.


To accelerate this ramp, Arm is partnering with lead OEMs and ODMs including ASRock Rack, Lenovo, Quanta Computer, and Supermicro, with early systems available now and broader availability expected in the second half of the year.


More than 50 leading companies across hyperscale, cloud, silicon, memory, networking, software, system design and manufacturing are supporting the expansion of the Arm compute platform into silicon. That momentum includes industry leaders such as AWS, Broadcom, Google, Marvell, Micron, Microsoft, NVIDIA, Samsung, SK Hynix and TSMC, alongside many others.


A New Era for the Arm Compute Platform


For decades, the industry has built on the Arm compute platform through its industry-leading IP and, more recently, Arm CSS, grounded in a foundation of high-performance, power-efficient computing. The expansion into production silicon with the Arm AGI CPU marks the next phase of that evolution — extending Arm into data center silicon and bringing its power-efficient architecture to AI infrastructure at scale.


Ecosystem support:


Click here to view supporting quotes from more than 50 leading ecosystem players: Advantest, Altera, AMI, Amazon Web Services, Amkor, Arista, ASRock Rack, ASE Holdings, Broadcom, Bristol Centre for Supercomputing, Cadence, Canonical, Cerebras, Cisco, Cloudflare, Databricks, F5, Furiosa, GitHub, Google Cloud, Hugging Face, Intel Foundry, Lenovo, Marvell, MediaTek, Meta, Micron, Microsoft Azure, MongoDB, NVIDIA, NXP, Open AI (OAI), Open Compute Project, Oracle Cloud Infrastructure (OCI), Positron, Red Hat, Rebellions, Redis, Samsung, SAP, Siemens, SK Hynix, SK Telecom, Snowflake, Socionext (SNI), ST Micro, StatsChipPac, SUSE, SuperMicro, Synopsys, TSMC, VMWare.


Supporting quotes include:


AWS


"Back in 2009, I first wrote about Arm becoming the next generation general purpose server CPU. Over the last decade, we've partnered closely with Arm in building Graviton here at AWS, and it's been a remarkable success - the majority of compute capacity AWS added to our fleet in 2025 was powered by Graviton. This collaboration has been great for both companies, and Graviton continues to deliver better price/performance for our customers. Here's to celebrating with Arm and to our continued partnership delivering big for customers." - James Hamilton, SVP and Distinguished Engineer, Amazon


Broadcom


“As Broadcom builds the world's most capable XPU and networking solutions for hyperscalers at the heart of the AI transformation, our partnership with Arm has enabled us to move with unmatched intent and speed. By building on Arm’s power-efficient technology leadership, we continue to deliver market-leading innovations that scale the most complex AI infrastructure. The new Arm AGI CPU will further unlock the Arm ecosystem for a broad range of customers, creating significant new opportunities for everyone building the future of intelligence on Arm.” - Charlie Kawwas, Ph. D., President, Semiconductor Solutions Group, Broadcom Inc.


Google


“At Google Cloud, we are committed to delivering compute infrastructure that allows customers to maximize performance, reduce costs, and meet sustainability goals. Google’s custom Axion CPUs, built on the Arm architecture, provide organizations with the energy efficiency and scalability required to support modern cloud-native and AI-driven workloads. CPU innovation with Arm’s new AGI CPU can unlock a new generation of purpose-built compute capabilities across the industry.” - Amin Vahdat, SVP & Chief Technologist, AI Infrastructure, Google


Marvell


“As AI workloads grow in scale and complexity, advances in compute, connectivity, and data center infrastructure must evolve to support the insatiable demand for AI. The new AGI CPU provides more options for the Arm ecosystem and broadens the accessibility of compute to a new set of customers. Marvell brings leadership in custom compute, end-to-end connectivity, and accelerated infrastructure technologies that power modern data centers, and we are proud to partner with Arm to enable the next generation of AI infrastructure.” - Matt Murphy, Chairman and CEO, Marvell


Micron


“As AI systems become more autonomous and data-intensive, performance is no longer defined by compute alone, but by how efficiently compute and memory work together. That’s why our longstanding partnership with Arm is so important. Today’s announcement of the Arm AGI CPU is a significant milestone, opening new opportunities for system-level innovation when paired with Micron’s leading memory and storage portfolio.” - Sanjay Mehrotra, Chairman, President and CEO, Micron Technology


Microsoft Azure


“Arm’s AGI CPU and ongoing CSS investments strengthen the Arm ecosystem for the next wave of AI and cloud workloads. Microsoft's Azure Cobalt family of CPUs, built on Neoverse CSS, is a key part of how we optimize every layer of our stack to deliver high performance and efficient infrastructure for our customers.” - Rani Borkar, President, Azure Hardware Systems and Infrastructure, Microsoft


NVIDIA


“Our partnership began nearly two decades ago and since then, Arm’s adaptability has made it possible for us to integrate Arm across all of our platforms and for all different phases of AI. Together we’re creating one seamless platform, from cloud to edge to AI factories. We look forward to building the future with Arm.” - Jensen Huang, Founder and CEO of NVIDIA.


Samsung


“As AI workloads rise, performance gains will increasingly depend on tight co-optimization across logic, memory, and advanced packaging technologies. Samsung's broad semiconductor capabilities and long-term collaboration with compute leaders like Arm position us to support next-generation AI platforms at scale. Purpose-built AI compute platforms like the Arm AGI CPU create new opportunities for deeper collaboration across silicon design, memory integration, and manufacturing innovation with cutting-edge process technology, making this an important milestone for the ecosystem.” - Young Hyun Jun, Vice Chairman and CEO of Samsung Electronics


SK Hynix


“SK Hynix has a long history of collaborating with industry leaders to support high-performance computing and accelerate innovation for global customers. As AI datacenters evolve, platforms designed for AI workloads must be supported by advanced memory technologies that deliver the capacity and bandwidth required for modern applications. The introduction of purpose-built AI compute with the Arm AGI CPU is an important milestone for the ecosystem, and we look forward to continued partnership with Arm to advance the next generation of AI-driven infrastructure.” - Noh-Jung Kwak, CEO, SK Hynix


TSMC


"Datacenter AI workloads are evolving, and we are seeing more demand than ever for efficient, scalable compute, driving deeper collaboration across every layer of the ecosystem—from silicon design to manufacturing innovation. As the Arm AGI CPU manufacturer, we are excited to support this breakthrough platform. By leveraging our advanced 3nm process technology, the new Arm AGI CPU delivers significant performance and energy efficiency and is expected to play an important role in enabling the next generation of AI infrastructure across the datacenter ecosystem." - Dr. Kevin Zhang, SVP and Deputy Co-COO at TSMC


About Arm


Arm is the industry’s highest-performing and most power-efficient compute platform with unmatched scale that touches 100 percent of the connected global population. To meet the insatiable demand for compute, Arm is delivering advanced solutions that allow the world’s leading technology companies to unleash the unprecedented experiences and capabilities of AI. Together with the world’s largest computing ecosystem and 22 million software developers, we are building the future of AI on Arm.


All information is provided “as is” and without warranty or representation. This document may be shared freely, attributed and unmodified. Arm is a registered trademark of Arm Limited (or its subsidiaries or affiliates). All brands or product names are the property of their respective holders. © 1995-2026 Arm Limited.


Forward-looking Statements


This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, and as defined in the Private Securities Litigation Reform Act of 1995. All statements other than statements of historical fact could be deemed forward-looking statements, including without limitation, statements relating to our growth opportunities and platform expansion, opportunities arising from the continued adoption of artificial intelligence (AI) technologies, including the growth of AI data centers and agentic AI; market and industry trends; our TAM expectation, expansion and our being well positioned to address such expanded opportunity; and our expectations for new AI data center capacity. In some cases, you can identify forward-looking statements because they contain words such as “may,” “might,” “will,” “could,” “would,” “should,” “expect,” “is/are likely to,” “intend,” “plan,” “objective,” “anticipate,” “believe,” “estimate,” “predict,” “potential,” “target,” “continue,” “ongoing” or similar words or phrases, or the negative of these words or phrases. These statements involve known and unknown risks, uncertainties and other important factors that may cause Arm’s actual results, levels of activity, performance or achievements to be materially different from the information expressed or implied by these forward-looking statements. There are many factors that could cause or contribute to such differences, including, but not limited to, any of the following: Arm's dependence on the semiconductor and electronics industries and the demand for the products of its customers; Arm's dependence on the compatibility of its products with the manufacturing and design processes of its customers; Arm's development of compute subsystems, chiplets, or complete System-on-a-Chip (SoC) solutions as well as other more integrated compute products; Arm's reliance on third parties to market and sell chips and end products incorporating its products, as well as add value to its licensed products; Arm's dependence on a limited number of customers for a significant portion of its revenue; the loss of any of Arm's senior management personnel or one or more key employees or Arm's inability to attract and retain qualified personnel; Arm's ability to adequately fund its research and development efforts; risks related to the availability of development tools, systems software, electronic design automation tools and operating systems compatible with its architecture; Arm's ability to protect its proprietary products and its brand, and the costs of protecting such intellectual property rights, particularly as a result of litigation; Arm's ability to verify royalty amounts owed to it under its licensing agreements; risks related to foreign exchange fluctuations; changes in Arm's effective tax rate; risks associated with organic growth or growth from strategic investments or acquisitions Arm makes, and the risk of failing to effectively manage its growth; risks associated with the slow development of the market for Arm's connectivity, device and data management platform; the possibility of cyberattacks, breaches of Arm's security controls and unauthorized access to its data or a customer’s data; Arm's ability to satisfy data protection, security, privacy or other government- and industry-specific requirements; risks associated with the interests of SoftBank Group Corp., Arm's controlling shareholder, conflicting with the interests of other holders of Arm's ordinary shares and American depositary shares; and effects of global general economic conditions, political factors, war or hostility, pandemics and other events outside of Arm's control and those discussed in Arm’s Annual Report on Form 20-F for the fiscal year ended March 31, 2025, filed with the Securities and Exchange Commission on May 28, 2025. Any forward-looking statement in this press release speaks only as of the date hereof, and Arm does not undertake any obligation to update any forward-looking statement to reflect events or circumstances after the date of this press release except as required by applicable law. Arm cautions that you should not place undue reliance on any of Arm’s forward-looking statements.


*Based on estimates.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260324872253/en/
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Original: Arm Expands Compute Platform to Silicon Products in Historic Company First

Nvidia, Meta Advance on Broader AI Infrastructure Alliance; AMD SlipsFebruary 18, 2026 6:26 AM
IH Market News
Nvidia (NASDAQ:NVDA) rose 1.6% in premarket trading Wednesday, while Meta Platforms (NASDAQ:META) gained about 1% after the two companies unveiled an expanded multiyear partnership to scale Meta’s artificial intelligence infrastructure with Nvidia technology.Under the agreement, Meta will develop hyperscale data centers tailored for AI training and inference workloads. The rollout will include millions of Nvidia Blackwell and Rubin GPUs, as well as Nvidia CPUs. Nvidia’s Spectrum-X Ethernet switches will also be integrated into Meta’s network architecture.“No one deploys AI at Meta’s scale — integrating frontier research with industrial-scale infrastructure to power the world’s largest personalization and recommendation systems for billions of users,” said Jensen Huang, Nvidia’s founder and CEO.The deal marks the first major deployment of Nvidia’s Grace-only CPUs, which are designed to improve performance per watt in Meta’s data centers. The companies are also working together on implementing Nvidia Vera CPUs, with potential large-scale adoption targeted for 2027.Meta has further incorporated Nvidia Confidential Computing into WhatsApp to enhance AI-driven features while safeguarding user privacy, with plans to extend these capabilities across its broader platform ecosystem.“We view the deal as an incremental positive for NVDA,” said RBC Capital Markets analyst Srini Pajjuri.He added that the opportunity is “clearly incremental for Nvidia” and could also benefit Arm Holdings (NASDAQ:ARM). However, he noted that wider deployment of Nvidia’s standalone CPUs at Meta may represent a modest headwind for Advanced Micro Devices (NASDAQ:AMD) and Intel (NASDAQ:INTC) in the server CPU segment tied to Meta.AMD shares fell 1.2% in premarket trading, while Arista Networks (NYSE:ANET) declined roughly 3%.Still, Pajjuri emphasized that overall server CPU demand remains robust, with demand continuing to outpace supply, fueled by Agentic AI, retrieval-augmented generation and other emerging applications.“As such, we expect any impact to AMD and INTC’s near term estimates to be modest,” he said.Nvidia stock priceMeta stock price

Original: Nvidia, Meta Advance on Broader AI Infrastructure Alliance; AMD Slips

Arm Shares Fall in Premarket Trade Despite Earnings and Revenue OutperformanceFebruary 5, 2026 6:40 AM
IH Market News
Arm Holdings (NASDAQ:ARM) saw its American depositary receipts decline by more than 7% in U.S. premarket trading on Thursday, even after the semiconductor design company reported fiscal third-quarter results that exceeded analyst expectations.The company posted earnings per share of $0.43, surpassing market forecasts of $0.32. Revenue came in at $1.24 billion, slightly above the consensus estimate of $1.22 billion.Looking ahead, Arm projected fourth-quarter fiscal 2026 earnings of $0.58 per share, narrowly exceeding analyst expectations of $0.57. The company also forecast revenue of approximately $1.47 billion, compared with the average market projection of $1.44 billion.“[T]he stock was down […] likely on [an] anticipated potential dip in smartphone industry units next year. In addition, there’s been obvious investor concern in the technology space regarding [artificial intelligence], especially how it will affect the software space,” analysts at Guggenheim Securities said in a note.Investor attention also turned to licensing revenue, which includes upfront payments for access to Arm’s chip architecture designs. That segment generated $505 million during the quarter, below estimates of roughly $520 million, although the company noted that licensing revenue increased 25% year-on-year.In a letter to shareholders, Arm said overall third-quarter revenue rose 26% compared with the previous year, marking a record quarter and the fourth consecutive period in which revenue exceeded $1 billion.Royalty revenue also increased 27% to a record $737 million, supported by strong demand across data centre infrastructure, smartphone production and artificial intelligence-related applications.“Demand for the Arm platform is strong as more leading companies signed high-value licenses for next-generation technologies,” the company said.Arm Holdings stock price

Original: Arm Shares Fall in Premarket Trade Despite Earnings and Revenue Outperformance

Arm to Host ‘Arm Everywhere’ Event and WebcastFebruary 4, 2026 4:07 PM
Business Wire
Arm Holdings plc (NASDAQ: ARM) today announced it will host Arm Everywhere on March 24, 2026 at the Fort Mason Center for Arts & Culture, beginning at 10:00 Pacific Time and ending at 16:30 Pacific Time. The event will mark a defining moment for AI and the future of intelligent compute.


Arm Everywhere will bring together Arm executives and industry-leading partners to share perspectives on the future of AI, highlighting how decades of engineering leadership and collaboration across hardware, software, and systems is enabling more efficient, scalable, and intelligent computing platforms, for everyone.


The event will be held live, in person, with a simultaneous virtual webcast at arm.com/company/arm-everywhere. In-person attendance will be limited, while virtual participation will be open to global audiences.


Investors and financial analysts can register their interest for the in-person event at everywhere.arm.com.


Media and industry analysts interested in learning more about the event should contact the Arm External Communications team at global-prteam@arm.com.


About Arm


Arm is the industry’s highest-performing and most power-efficient compute platform with unmatched scale that touches 100 percent of the connected global population. To meet the insatiable demand for compute, Arm is delivering advanced solutions that allow the world’s leading technology companies to unleash the unprecedented experiences and capabilities of AI. Together with the world’s largest computing ecosystem and 22 million software developers, we are building the future of AI on Arm.


All information is provided “as is” and without warranty or representation. This document may be shared freely, attributed and unmodified. Arm is a registered trademark of Arm Limited (or its subsidiaries or affiliates). All brands or product names are the property of their respective holders. © 1995-2026 Arm Limited.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260204122417/en/
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Original: Arm to Host ‘Arm Everywhere’ Event and Webcast

Ascending Triple Top Breakout on 13-Oct-2025. GLTA

Bearish Signal Reversed continues since 1-Oct-2025. GLTA

Double Bottom Breakdown since 18-Sep-2925. BLTA

Low Pole Reversal on 15-Jul-2025. GLTA

ARM share price Double Top Breakout on 9-Jun-2025. GLTA

Look pretty good numbers, but no surprises all in line with forecast.
ARM just isnt getting the focus others in the AI infrastructure are. Maybe because they are hidden inside every chip (apart from AMD’s)

https://ih.advfn.com/stock-market/NASDAQ/arm-ARM/stock-news/96006535/arm-holdings-plc-reports-results-for-the-fourth-qu

ARM, new 52 week low

Adding here!

$ARM

ARM 1 yr chart

ARM , 10Q 11/6

Arm CEO on Intel, Chips, AI, Listing in US

https://www.stockscores.com/charts/charts/?ticker=ARM

Good day all around 144.36 up 6

148 today riding the wave

What a pump stock

ARM
ARM Holdings PLC
116.5883
-6.5017 (-5.28%)
Volume: 6,609,548
Day Range: 114.91 - 121.61
Last Trade Time: 7:59:18 PM EDT

Back down under 120 today, don't think we going under sub 100, but having powder dry not a bad plan

133 prints

growth stock /\ THIS COULD BE BIGGR THAN $NVDA,. VS $ARM

Arm Holdings plc Reports Results for the First Quarter of the Financial Year Ended 2025 • Business Wire • 07/31/2024 08:05:00 PM

ARM
ARM Holdings PLC
123.275
-20.895 (-14.49%)
Volume: 13,691,966
Day Range: 123.131 - 134.87
Bid: 123.30
Ask: 123.34
Last Trade Time: 10:46:55 AM EDT
Total Trades: 189,226

Shares of Arm Holdings (ARM) are falling sharply in early trading. The chip company posted first quarter results that topped Street estimates on both the top and bottom lines, but its guidance for its fiscal second quarter was softer than analysts were hoping for.

not sure about the stock price but from a market perspective their core design is inside all AI chips as far as I know (even the new samsung chips announced today) so with the race to even put these inside PCs they will be growing revenues. If they are adding other elements of LLM modeling architecture with their core - memory networking etc. they will be well placed.

It is hard to value a company that has huge margins due to them being a license model and I feel the analysts are having that problem with their forecasts.

I am back in having sold out after more than doubling and price falling back. I see upside for now - new highs, crossed the 50DMA with strength

Arm has made a nice move in the last week from 118 to the 150s where do we see this going in the next 2 years or so .

117 prints today

Timberrr….

ARM 10Q due 5/8

Sub 100 on watch again

ARM
ARM Holdings PLC
130.42
3.68 (2.90%)
Volume: 18,183,432
Day Range: 121.3801 - 129.99
Last Trade Time: 6:15:42 PM EDT
Delayed by 15 minutes

Could well be the next invidia

This one is sweeeeeeet

Big Pepe daddy. Sending it to the moon

It was me, the big pepedaddy

pepeoil
Member Level
Re: None
Thursday, February 08, 2024 7:43:52 AM
Post# of 173
I’m in at about $71, let’s run baby. Weeeeeee

Big buyers today. I bet someone like Carl Icahn took stake today

Weeeeee. I tode you boys. Lol.