Mar. 24 at 11:36 PM
$ARMH announces new data center CPU chip - moves from licensing IP to designing its own silicon
Designed using Arm Neoverse cores, optimized for high-throughput, distributed compute tasks
Manufactured on
$TSM 3 nm process, w/ mass production targeted for late 2025 - reserved production
CEO: Arm expects ~
$15B in annual revenue from its new chip business by 2031, w/ total annual revenue reaching ~
$25B by then. Analysts forecast ~
$4.9B in revs for FY26, which ends this month
Arm is implicitly targeting 20–25% of the data‑center CPU market by 2031
$META OpenAI
$NET $SAP & SK Telecom to be the first customers for the chip, called Arm AGI CPU