Arm Conference: Arm Unveils AGI Data Center CPU, Bets Big on AI With CSS and Software Push [Yahoo! Finance]
Intel Corporation (INTC)
Last intel corporation earnings: 4/23 04:07 pm
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Source: Yahoo! Finance
cloud AI customers, forecasting material AGI CPU revenue beginning in FY2028 and a ramp to about $15 billion by FY2031. The company is shifting from standalone IP to compute subsystems (CSS) plus expanded software (Armv9, SME2, KleidiAI), saying CSS already accounts for roughly of mobile royalties and roughly doubles royalty value versus traditional CPU IP while speeding time-to-market. Financially, Arm expects combined IP and chip revenue of about $25 billion and over non-GAAP EPS by FY2031, with royalty CAGR around 20% over the next five years and near-term chip demand visibility, though executives flagged memory shortages as a key deployment constraint. Interested in ARM Holdings PLC Sponsored ADR? Here are five stocks we like better. 3 Under-the-Radar AI Stocks to Buy on the Dip Arm leaders used a company event to outline a multi-business strategy built around higher-performance CPU platforms, expanded software support, and a new move into selling data center CPU chips,
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