新款 AGI CPU 以资料中心为核心场景，Meta Platforms Inc. 为首位大型客户；Arm 指出晶片最高可达 136 cores，功耗约 300 watts（原数值 300 W），并由 Taiwan Semiconductor Manufacturing Co. 代工。Arm 强调相较于 Intel Corp. 与 Advanced Micro Devices Inc. 的传统 CPU 设计具有更佳能效，使相同机房占地与电力预算下可提升计算密度；并表示 OpenAI、Cerebras Systems Inc.、SK Telecom Co. 等亦计划导入，且 Quanta Computer Inc. 与 Super Micro Computer Inc. 已提供现成系统，今年下半年供货量将提高。
市场反应以股价变动呈现：Arm 股价单日上涨 16%，为近一年最大涨幅（自 2025-04-09 以来）；母公司 SoftBank Group Corp. 在东京上涨 7.9%。同时，投资人亦推升竞争者股价：Intel 上涨 7.1%，AMD 上涨 7.3%。财务面上，Arm 近年营收年增率逾 20%，2025 年年度销售额首次突破 $4 billion；最近一季 gross margin 高达 98%，对比 Nvidia（约 mid-70%）且其预估本财年营收 $356 billion，凸显 Arm「高毛利、较小营收基数」的结构；Jason Child 亦以 $1,000 晶片为例：仅用指令集授权约 5% 收入（近乎纯利），采用 Arm 设计利润约 $100，而 Arm 自制晶片可得约 $500 gross profit dollars。
Arm Holdings Plc said it will sell its own chips for the first time, forecasting the new AGI CPU line can generate about $15 billion a year within five years and lift total revenue to roughly $25 billion over that period, about five times today’s level; its IP-licensing business is still expected to grow to about $10 billion. The move marks a strategic shift from primarily licensing technology to competing more directly in data center silicon with a numerically aggressive growth target.
Arm said Meta Platforms Inc. will be the first major customer for its AGI CPU, a data center processor with up to 136 cores and about 300 watts (300 W) of power draw, to be manufactured by Taiwan Semiconductor Manufacturing Co. Arm positioned the chip as a CPU that works alongside accelerators (including those from Nvidia Corp.), citing higher power efficiency than traditional Intel Corp. and Advanced Micro Devices Inc. CPU designs and thus higher computing density under the same space and electricity budgets; it also named OpenAI, Cerebras Systems Inc., and SK Telecom Co. as planned deployers, with off-the-shelf systems already available from Quanta Computer Inc. and Super Micro Computer Inc. and higher volumes expected in the second half of this year.
Markets repriced the outlook quickly: Arm shares jumped 16% in one day, the biggest gain in almost a year (since April 9, 2025), while majority owner SoftBank Group Corp. rose 7.9% in Tokyo; Intel gained 7.1% and AMD rose 7.3%. Arm highlighted financial leverage in moving from royalties to product sales: on a theoretical $1,000 chip, it earns about 5% in licensing revenue from instruction-set use (near-pure profit), about $100 profit when customers use Arm designs, and about $500 in gross profit dollars if Arm sells the chip itself; meanwhile Arm’s recent quarterly gross margin was 98%, its annual sales topped $4 billion for the first time in 2025 after growing revenue by more than 20% a year, and the company projected earnings rising toward $9 a share versus analysts’ $1.75 for the current fiscal year (excluding some items).