# ARM says AI workloads are driving a sharp increase in CPU core counts.

*semiconductor · news · 2026-05-07 · Benzinga*

## Key points

- Arm projects a $100 billion AI CPU market, a figure now echoed and exceeded by competitors.
- Arm has unveiled AGI CPUs with 136 cores, and future chips may scale up to 512 cores.
- Major accelerators from Nvidia, Google, and Amazon are increasingly connecting exclusively to Arm CPUs.
- Arm forecasts approximately 20% year-over-year revenue growth for the upcoming quarter.
- Arm anticipates becoming the leading CPU type by market share by decade's end.

**Companies:** Nvidia, Amazon, Google, ARM
**Countries:** United States, United Kingdom

[Read the full story on Benzinga](https://www.benzinga.com/markets/tech/26/05/52355368/arm-ai-cpu-competition-amd-intel-nvidia-market-catching-up-ceo)

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