Rene Haas

Money Moves

Managing supply chain constraints for AGI CPU as demand doubles to $2B+; first production shipments targeted Q4 FY2027

For 35 years, Arm Holdings sold blueprints, not chips. On May 6, 2026, Arm formalized a different future: a $15 billion direct chip-sales business by fiscal 2031, anchored by an in-house data center processor called the Arm AGI CPU.

Updated May 31

Rule Changes

Leading the strategic shift toward Arm-designed chips

Arm Holdings designs the chip architecture found in roughly 99% of smartphones and a growing share of data-center processors. On May 6 it reported record quarterly results. Five days later, Bloomberg revealed the Federal Trade Commission had opened an antitrust probe into how the company distributes those designs.

Updated May 20