AI Index / Arm Holdings plc American Depositary Shares
Arm Holdings plc American Depositary Shares (ARM)
Arm is a key innovator in AI, with a focus on performance and power-efficient compute platforms like the Arm Ethos-U85 for Edge AI and collaborations with Google and AWS. The company has initiatives in AI-driven applications across smartphones, cloud, and automotive sectors. Demand for the company's performance and power-efficient compute platforms will may keep pace with the increase with AI proliferation.
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Royalty revenue grew 11% to $671 million, with growth across Edge AI, Physical AI and Cloud AI, where our data center royalty has more than doubled year-over-year.
- Rene Haas
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Quotes from arm Executives About Artificial Intelligence and Generative AI
As AI is moving from human-based queries to continuous agent-driven workloads, this shift is expanding the role of the CPU.
- Rene Haas
The Arm AGI CPU, which we launched at our Arm Everywhere event last quarter and is purpose-built for Agentic AI addresses this need directly.
- Rene Haas
Meta is our lead partner and co-developer and is working with us on a multi-generation road map to support personal super intelligence for more than 3 billion users.
- Rene Haas
Ecosystem support has been significant. More than 50 leading companies are supporting the expansion of the ARM compute platform into silicon, including the very biggest names in the industry.
- Rene Haas
Customers want Arm at the center of the AI data center. Customers need Arm where Agentic applications run and they need Arm where accelerators scale.
- Rene Haas
AI infrastructure needs CPUs and accelerators working together efficiently at scale.
- Rene Haas
Across the largest AI platforms, Arm-based CPUs are becoming central to performance, efficiency and cloud economics.
- Rene Haas
These AI workloads will all run on Arm. With over 350 billion chips shipped and over 22 million developers, the Arm compute platform is the most comprehensive in history.
- Rene Haas
Our strategy is clear: grow royalties through IP and CSS and add silicon as a new growth vector and scale the Arm platform across the next generation of AI workloads.
- Rene Haas
Data center royalty revenue continues to more than double year-on-year, and we see no break in this momentum.
- Jason Child
This is primarily driven by the accelerating ramp of Arm-based server chips by all major hyperscalers.
- Jason Child