Arm Holdings Shares Jump, but It Won't Be the Only CPU Winner
2026-03-25 14:43:20 ET
Shares of Arm Holdings (NASDAQ: ARM) surged after the semiconductor company launched its own data central processing units (CPUs) and forecast it would hit $25 billion in total revenue in 2031, with $15 billion of that coming from its new CPUs.
This is a shift in Arm's business model, as it has historically licensed or sold access to its intellectual property (IP) through subscriptions to other chip designers. For example, its IP was used in Nvidia 's Grace CPUs. However, the company is jumping into directly making CPUs as it projects the market will increase fourfold due to the rise of agentic artificial intelligence (AI) .
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NASDAQ: ARM
ARM Trading
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