Datacenter to Become Arm’s Biggest Business ‘Soon’

Datacenter to become Arm’s biggest business ‘soon’

Chip design company Arm says the datacenter will soon be its biggest source of revenue. Arm rose to prominence as a purveyor of chip designs for low-powered devices and then became the de facto standard for smartphone processors. In recent years, the company created more powerful chips, and datacenter players took note: Amazon and Microsoft built their own datacenter silicon on Arm designs. In March, Arm announced a new CPU design called “AGI” a…

Arm's $2 billion AGI CPU backlog signals strong hyperscaler demand

During the earnings call on May 6, Arm announced a significant expansion of its product strategy, centering on the emergence of "Agentic AI" and "Physical AI" as primary growth drivers for the next decade. The company defines agentic workloads as a shift from human-based queries to continuous, autonomous tasks where CPUs must coordinate data movement, manage memory, and orchestrate work across accelerators. To address this, Arm recently launched…

Arm Holdings surges after reporting a doubling of demand for its AI CPUs since late March

That medium-term guidance helped offset a mediocre set of Q4 results and Q1 outlook....