At the moment of AI hype, it is Arm that lifts up the "AI faith"! The "ARM architecture wave" is sweeping through data centers, with operating profits soaring by 155%.

date
06/11/2025
According to the Zhitong Financial APP, Arm Holdings Plc (ARM.US), one of the leaders in chip design, using one of the most widely used underlying architecture technologies in processors, has provided optimistic revenue expectations that exceed Wall Street's expectations. The global AI data center expansion or construction process, which benefits from supporting massive AI training/inference workloads, is proceeding rapidly. A unprecedented "ARM architecture wave" is sweeping the world as data centers, such as NVIDIA's self-developed NVIDIA Grace CPU, are expanding their AI computing power infrastructure resources, with support from cloud computing giants such as Amazon, Microsoft, and Google accelerating the deployment of self-developed ARM architecture server CPUs. This has significantly expanded Arm's performance and the Arm management team has provided a strong outlook for the company's future performance.