Of course, it has to do with AI. Shares of Arm Holdings plc (Nasdaq: ARM) are surging this morning after the semiconductor design firm announced it will begin making its own chips for AI workloads.
Arm is producing its own CPU for the first time. It developed the CPU with Meta, which is also the chip's first customer.
Humanoid robots, autonomous vehicles, smartphones, smart home devices, and even something as mundane as a TV remote or a coffee machine all share a quiet commonality. At the heart of most of this ...
ARM Holdings commands a dominant position in chip architecture, but its valuation implies perpetual, physics-defying growth.
As Arm Holdings moves into chipmaking, Morgan Stanley pours cold water with a downgrade. Now that ARM has slipped, is this a ...
Should AMD and Intel get more flexible?
Tue, March 31, 2026 at 2:42 PM UTC Arm Holdings (NASDAQ:ARM) is no longer just a provider of blueprints for chips; it's poised to make a big splash in the chip game, perhaps a bigger one than ...
Wayve's $1.2 billion Series D round, which was announced in February, keeps growing.
Major cloud providers are reallocating AI server spending from legacy x86 CPUs by NasdaqGS:AMD and Intel toward proprietary ...
SAN FRANCISCO, March 24 (Reuters) - Arm Holdings ⁠announced ⁠a new artificial intelligence data center ⁠chip on Tuesday which it said will add billions of dollars of revenue and represent a ...
Wayve now has major semiconductor names, including Nvidia, as shareholders as it looks to sell its technology to automakers ...