company · Semiconductors
ArmARM
The instruction-set landlord: Grace, Graviton, Axion and most custom server CPUs in the AI buildout are Arm cores. Majority-owned by SoftBank, which keeps floating deeper moves into chipmaking.
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Earnings
| Date | Period | EPS est | Actual | Surprise | Links |
|---|---|---|---|---|---|
| Jul 29, 2026upcoming | Jun/2026 | $0.18 | — | — |
Full calendar across tracked entities: /calendar
Claims on record
The MTIA 400's host processor is presumed to be Arm's AGI CPU-1, which Meta co-designed and is the first customer of.
UNVERIFIED · The Next Platform · Apr 8, 2026
Meta Platforms was the first customer to request a finished Arm CPU part, initiating the AGI CPU project about three years ago.
UNVERIFIED · The Next Platform · Mar 25, 2026
Arm's first-generation AGI CPU is currently sampling and will ship in volume later in 2026 to Meta Platforms and OpenAI.
UNVERIFIED · The Next Platform · Mar 25, 2026
More than 350 billion Arm chips have been shipped since Arm Holdings was spun out of Acorn.
UNVERIFIED · The Next Platform · Mar 25, 2026
Arm estimates a $100 billion total addressable market by 2030 for CPUs in agentic AI systems.
UNVERIFIED · The Next Platform · Mar 25, 2026
Arm has a total market capitalization of $164.3 billion following a 15 percent stock rise after its AGI CPU launch.
UNVERIFIED · The Next Platform · Mar 25, 2026
The Arm AGI CPU-1 has up to 136 cores based on the Armv9.2 instruction set and is manufactured on a TSMC N3 process.
UNVERIFIED · The Next Platform · Mar 25, 2026
The Arm AGI CPU-1 has a thermal design point of 300 watts, equal to 2.2 watts per core.
UNVERIFIED · The Next Platform · Mar 25, 2026
Each core of the Arm AGI CPU-1 has 2 MB of L2 cache and runs at a maximum of 3.7 GHz, with no turbo boost or simultaneous multithreading.
UNVERIFIED · The Next Platform · Mar 25, 2026
Arm told Wall Street it can generate $15 billion in revenue by 2031 from its AGI CPU products.
UNVERIFIED · The Next Platform · Mar 25, 2026