Arm Watch posted an update
Arm says demand for its AGI CPU, designed for AI data centres, now exceeds $2 billion. The company also says data-centre royalties more than doubled year on year and Neoverse shipments have passed 1.5 billion cores.
Why it mattersThose figures point to a business extending beyond smartphone chip designs, with AI infrastructure bringing more weight to its data-centre work. The $2 billion figure is demand, not a disclosed tally of sales, so the distinction matters.
Discuss: Is demand for Arm-based data-centre CPUs a durable shift in its business, or still an early signal that needs sales results to back it up?
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