Arm Is Getting Into Silicon And It Could Be Game-Changer
2026-03-25 00:50:00 ET
After a long wait, investors finally get the news they have been anticipating for some time. Arm Holdings (NASDAQ: ARM) is launching its own chip.
Over a year ago, Reuters reported that Arm was building a customer base for its own chips, and Arm finally made those plans public at its Arm Everywhere event on Tuesday. The move makes sense as Arm had been moving downstream with its compute subsystems (CSS) designs, which go beyond its historical model as a CPU licensor.
Now, Arm is breaking from its traditional position as a licensing company and launching its own Arm-designed chips. It's a data-center CPU , the Arm AGI CPU, which comes at a time when the company is seeing explosive growth in its data center business, as AI data center royalty revenue is more than doubling.
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