Arm营收展望超过预期，但未能打动对芯片业愈发谨慎的投资者-36氪

US Stock Market: Arm Holdings tops Q2 forecasts on AI demand, shares fall on royalty growth concerns

Arm beat Q2 ($1.38B) on AI datacenter strength, but shares fell 7%: smartphone royalties to decline 10-15%. AGI CPU diversification is critical as smartphone contracts—IT managers must monitor power-efficiency and chip vendor licensing for AI infrastructure.