It reported earnings before certain costs such as stock compensation of 60 cents per share, edging past the Street’s target of 58 cents. Revenue for the period came to $1.49 billion, up 20% from a year earlier and above the consensus estimate of $1.

Introduction Over more than three decades, Arm evolved into a leading CPU architecture supplier for smartphones and embedded devices, licensing CPU architectures and core designs to customers such as Apple (AAPL),

Computing giant Arm has spent the last twelve months posing as one of the AI boom’s biggest beneficiaries, but the British chip maker’s latest results exposed that the semiconductor supply chain is lagging behind demand.

Arm enters the chip business with its AGI CPU for AI data centers, claiming 2x performance versus x86. The historic pivot reshapes competitive dynamics across the industry.

Higher fees per processor and more ARM CPUs overall increase ARM's revenue. Smartphones play hardly any role anymore.

Arm Holdings (ARM) surges to $210.80 record high on AI CPU demand. New Meta AGI chip partnership and analyst upgrades fuel 86% YTD gain ahead of earnings.

Earlier this month, Microsoft announced two new Surface computers with ARM processors from Qualcomm: the Surface Pro 12-inch and the Surface Laptop 13-inch. These two PCs joined the rest of the current Surface lineup, which offers configurations with ARM ...

Fig. 1: Created by ChatGPT from a text prompt. The data center processor market has seen two major tectonic shifts in the last decade. It used to be that all data center compute was x86, and well more than 90% of that was Intel. GPUs first appeared in the ...

Arm Holdings (ARM) reports Q4 earnings today. Analysts expect $0.58 EPS, $1.47B revenue, and updates on its AGI CPU data center strategy.

Some of the best Arm processors come from companies like Apple and Qualcomm, which license Arm’s processor instruction set but create their own custom or semi-custom CPU designs. But Arm continues to plug away on its own CPU and GPU architectures and ...