Arm

Fact sheet

• Founded 1990↗ Form 6-K for ARM Holdings PLC UK filed 05/06/2026↗ Arm 2026 Company Profile: Stock Performance & Earnings | PitchBook↗ Arm Holdings (ARM) Company Profile & Description↗ Arm Holdings
• HQ: Cambridge, United Kingdom↗ Form 6-K for ARM Holdings PLC UK filed 05/06/2026↗ Arm 2026 Company Profile: Stock Performance & Earnings | PitchBook↗ Arm Holdings (ARM) Company Profile & Description↗ Arm Holdings
• Publicly traded on NASDAQ: ARM↗ Form 6-K for ARM Holdings PLC UK filed 05/06/2026↗ Arm 2026 Company Profile: Stock Performance & Earnings | PitchBook↗ Arm Holdings (ARM) Company Profile & Description↗ Arm Holdings
• Parent company: SoftBank Group Corp.↗ Form 6-K for ARM Holdings PLC UK filed 05/06/2026↗ Arm 2026 Company Profile: Stock Performance & Earnings | PitchBook↗ Arm Holdings (ARM) Company Profile & Description↗ Arm Holdings
• Primary products: CPU IP, GPU IP, and compute subsystems (CSS)↗ Form 6-K for ARM Holdings PLC UK filed 05/06/2026↗ Arm 2026 Company Profile: Stock Performance & Earnings | PitchBook↗ Arm Holdings (ARM) Company Profile & Description↗ Arm Holdings
• Undergoing strategic transition from IP licensing toward direct silicon (chip) delivery at scale↗ Building the engine behind Arm’s silicon shift - Arm Newsroom · 2026-07-16
• CEO: Rene Haas↗ [News] ARM CEO Says Agentic AI May Drive CPU Core Counts to 512 as GPU-CPU Ratios Become Less Relevant - People · 2026-07-19↗ Arm CEO warns US export controls on AI chips will be difficult to enforce amid rising demand | Noah Intelligence · 2026-07-18
• CEO Rene Haas projects data center CPU market opportunity exceeding US$100 billion by 2030, driven by agentic AI demand↗ [News] ARM CEO Says Agentic AI May Drive CPU Core Counts to 512 as GPU-CPU Ratios Become Less Relevant - People · 2026-07-19
• Agentic AI workloads identified as a major growth driver for Arm CPU IP in data centers, competing with x86 (AMD, Intel) and RISC-V↗ AMD, Arm, and Intel are battling for the agentic AI crown, and the winner reshapes more than just chips · 2026-07-18
• Jefferies price target on ARM raised to $320 (from $290) as of July 2026, citing AGI CPU order growth driven by agentic AI demand↗ Leading investment bank lifts Arm target to $320 as AI drives surge in CPU demand · 2026-07-20
• Arm produces an AGI CPU product line with rising orders as of mid-2026↗ Leading investment bank lifts Arm target to $320 as AI drives surge in CPU demand · 2026-07-20
• NVIDIA's RTX Spark (N1X) is an Arm-based chip that debuted at Computex 2026; NVIDIA released CUDA Toolkit 13.4 Developer Preview with first official Arm64/Windows CUDA support for this platform↗ NVIDIA releases first CUDA Toolkit preview for Windows on Arm and RTX Spark - VideoCardz.com · 2026-07-19

Connections

• Physical Intelligence (π) — Arm competes with Intel (and AMD) for agentic AI data center CPU workloads.↗ [News] ARM CEO Says Agentic AI May Drive CPU Core Counts to 512 as GPU-CPU Ratios Become Less Relevant
• SoftBank Group Corp. — Parent company of Arm↗ Arm Holdings
• TSMC — Arm CPU architectures are manufactured by TSMC, alongside x86 and RISC-V designs, as highlighted on TSMC's Q2 2026 earnings call.↗ [News] ARM CEO Says Agentic AI May Drive CPU Core Counts to 512 as GPU-CPU Ratios Become Less Relevant

Recent developments

• NVIDIA released the CUDA Toolkit 13.4 Developer Preview, its first official CUDA development package for Windows on Arm64, targeting upcoming systems based on the RTX Spark (N1X) platform — an Arm-based chip that debuted at Computex 2026.

  Read more ↗videocardz.com19 Jul

• Jefferies raised its price target on Arm Holdings (NASDAQ: ARM) to $320 from $290, citing accelerating orders for Arm's AGI CPU as agentic AI continues to fuel demand for processors since the company's full-year results.

  Read more ↗proactiveinvestors.co.uk20 Jul

• Linked to Physical Intelligence (π): Arm competes with Intel (and AMD) for agentic AI data center CPU workloads.

  Read more ↗europesays.com19 Jul

• Linked to TSMC: Arm CPU architectures are manufactured by TSMC, alongside x86 and RISC-V designs, as highlighted on TSMC's Q2 2026 earnings call.

  Read more ↗europesays.com19 Jul

• On TSMC's Q2 2026 earnings call, CEO C.C. Wei flagged agentic AI as a second CPU demand vector in data centers, noting that x86, Arm, and RISC-V CPU architectures are converging on TSMC's manufacturing.

  Read more ↗fourweekmba.com18 Jul

• The race to dominate autonomous AI agent infrastructure is shifting semiconductor competition from GPUs back to CPUs, with Arm competing against AMD and Intel for agentic AI workloads, with billions in revenue at stake.

  Read more ↗cryptobriefing.com18 Jul

• Arm CEO Rene Haas stated that agentic AI could drive CPU core counts in data centers to 512 and may push the data center CPU market opportunity beyond US$100 billion by 2030, with overall CPU demand potentially growing more than four times current capacity.

  Read more ↗europesays.com19 Jul

• ByteDance is developing custom CPU chips based on Arm and RISC-V architectures to support its AI infrastructure and reduce dependence on external suppliers such as Intel and AMD, whose server chip prices have risen 10–35%.

  Read more ↗kr-asia.com17 Jul

• Arm CEO Rene Haas warned that US export controls on AI-capable CPU chips destined for China will be difficult to enforce, even as global demand for Arm-based AI data-centre processors accelerates and Arm's revenue grows.

  Read more ↗noah-news.com18 Jul

• Possible pivot: Arm is pivoting from a pure IP licensing model toward direct silicon chip delivery, as detailed in a July 2026 Arm Newsroom post.

  Read more ↗newsroom.arm.com16 Jul

Links