Arm has seen a remarkable 14-fold increase in data center customers since 2021, reaching 70,000 users, Reuters reported

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Trump and OpenAI Unveil $500B Stargate AI Infrastructure Project

Video: youtube.com/shorts/kKFhx...

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Arm has reorganized its structure and launched a new “Physical AI” division as it responds to accelerating demand in robotics and autonomous systems.

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Raymond James said semiconductor stocks still have room to run as it reinstated coverage across the sector

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OpenAI is reportedly teaming up with Arm Holdings to develop a CPU chip as part of its Broadcom-led AI chip project.

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Arm Holdings fell 11% after reporting Q1 fiscal 2026 earnings, but analysts say the decline reflects increased spending to support a strategic shift toward building and selling chips/chiplets rather than just licensing IP.

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Arm withdraws Qualcomm license breach notice

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The Delaware court's eight-person jury also confirmed that Qualcomm's custom CPUs for Microsoft PCs are lawfully licensed under its existing agreement with Arm.

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