Arm

ARM

Market cap $171B

Nvidia's Blackwell and Vera Rubin chips hold a dominant share of the hugely expanding GPU market. But agentic workflows require more sophisticated processing and energy capabilities beyond what GPUs provide.

Hyperscalers and AI companies have been turning toward specialized processors to run inference workloads in the cloud. Arm Holdings' chip design architectures have gained immense popularity among those seeking to design efficient AI inference processors.

ARM is expanding its AI footprint across edge, cloud and physical segments, with partner launches boosting demand and strengthening its growth outlook.

Arm's new AGI CPU is designed for inferencing, and management expects strong demand. The company's total revenue could grow to $25 billion by 2031.

Not every microchip was completely designed by the company selling that silicon. The developers of each aspect, component, or piece of a processor are compensated one way or another.

Arm CEO Rene Haas says the artificial intelligence boom is not just another tech cycle, but rather something "much bigger" and more far-reaching than anything that came before. In an interview with Bloomberg's Tom Mackenzie, Haas explains why AI is scaling beyond the PC and mobile eras, driven by surging demand for compute, memory and infrastructure.

Arm CEO Rene Haas speaks to Bloomberg's Tom Mackenzie as the chip company positions itself for a major shift beyond smartphones, betting big on the rapid growth of cloud computing and data centers. This interview was recorded on March 23 for "Bloomberg Tech: Europe.

Arm Holdings' powerful developer-hardware ecosystem fuels a self-reinforcing growth loop, strengthening its dominance in mobile chips despite rising competition.

Rene Haas is set to oversee much of SoftBank Group's international business while remaining chief executive of Arm, according to the Financial Times, citing people familiar with the matter. The move would give Haas a far broader operating brief as founder Masayoshi Son accelerates the Japanese group's push into artificial intelligence and advanced chips.

Chip designer Arm's CEO Rene Haas is in line to lead ​much of parent SoftBank Group's international business ‌while keeping his current role at Arm, the Financial Times reported on Thursday, citing multiple people familiar with the ​matter.