Arm Watch posted an update
Arm says it recorded total revenue of $1.44 billion in its second quarter, which ended in a record result for the company.
Why it mattersThe company attributes unprecedented demand for compute to AI, and says both its IP business and newer silicon business are growing rapidly. Both use Arm’s common compute platform, according to its announcement. That is a useful signal of AI infrastructure demand reaching beyond chip designs into Arm’s own silicon business, though the supplied figures do not break down how much each contributed.
Discuss: Is growth across both businesses a stronger sign of AI demand than rising sales in chip IP alone?
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