# Arm Holdings shares dipped roughly 6% in after-hours trading, giving back about half the gains they had during the regular session.

*semiconductor · news · 2026-05-06 · CNBC*

## Key points

- Arm's in-house data center CPU saw demand forecasts double to over $2 billion through 2028.
- Major AI accelerator providers—Nvidia, Google, Amazon—are pairing their chips with Arm-based CPUs.
- Arm CPUs now represent over 50% share among top hyperscalers, surpassing x86-based competitors.
- Despite strong results, Arm is holding its $1 billion guidance due to current supply chain constraints.
- Arm claims hyperscalers could cut AI data center capex by up to $10 billion per gigawatt using its CPU.

**Companies:** Arm Holdings, Intel, Advanced Micro Devices, Nvidia, Alphabet, Amazon, Broadcom
**Countries:** United States, United Kingdom

[Read the full story on CNBC](https://www.cnbc.com/2026/05/06/arms-quarter-shows-how-its-carving-a-lucrative-path-in-the-crowded-cpu-resurgence.html)

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