semiconductor / news / / CNBC
Arm Holdings shares dipped roughly 6% in after-hours trading, giving back about half the gains they had during the regular session.
Arm's in-house data center CPU saw demand forecasts double to over $2 billion through 2028.
KEY POINTS
- 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
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