Arm becomes a chip supplier – CPU for AI agents expected to increase revenue to $25 billion by 2031!

Arm is transforming from a neutral IP licensing provider to a chip supplier. The new inference CPU is expected to generate $15 billion in revenue with Meta as its first customer within five years. AI agents operating continuously are increasing the demand for inference. The new Arm AGI CPU offers more than double the performance compared to x86 CPUs and CAPEX savings of up to $10 billion per gigawatt. Licensing fees from data centers were more than doubled in the last quarter and are expected to surpass the core business with mobile devices...