Arm says AGI CPU demand has surpassed $2bn, reports record royalty and licensing results

Arm says AGI CPU demand has surpassed $2bn, reports record royalty and licensing results

Arm posted record Q1 revenue ($1.29B, royalty +22% YoY); AGI CPU demand now exceeds $2B, double the original forecast. The shift into direct chip manufacturing reshapes data center stack decisions, establishing Arm as a primary vendor option for AI infrastructure at scale.