Arm expects up to 2 billion USD in revenue with its own AI CPUs – Data center royalties doubled

Concrete customer orders strengthen the outlook for up to 2 billion USD in revenue with the Arm AGI CPU over two fiscal years. Arm-based servers are expected to achieve more than 60% market share among leading cloud providers by the end of 2026. Revenue is growing by 27%, but weaker smartphone sales are holding back revenue-dependent licensing fees. The price-to-sales ratio remains high at 33. Arm Holdings (ARM) develops energy-efficient processor architectures. Customers pay licensing and per-unit fees for this. Now, Arm intends to sell...