ARM
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Arm Expands AI Reach from Data Centers to Edge Devices, Unveils Next-Gen Edge AI Platform CSS for Mobile 2
Arm Holdings previewed new innovations in its artificial intelligence compute portfolio, spanning data centers to edge devices, including physical AI. The semiconductor design firm announced its next-
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Arm unveils Mali G2-Ultra NX GPU with integrated neural accelerator, boosting performance by up to 14%.
Arm launched its second-generation Compute Subsystem for Mobile (CSS for Mobile 2) at its annual conference in Shanghai. The new Mali G2-Ultra NX GPU, integrated into CSS for Mobile 2, features a dedi
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Arm CEO: Chip Shortage Hindering AI Cancer Treatment Development
Arm CEO Rene Haas stated that the current chip shortage is hindering the development of AI in cancer treatment, such as modeling DNA markers affected by cancer, which remains too complex. However, he
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Arm collaborates with Samsung on 2nm on-device AI accelerator SoC, targeting mobile inference
Arm Holdings is expanding its AI silicon presence through a new collaboration with Samsung's System LSI division to develop a 2nm on-device AI accelerator SoC. Arm will provide the AI accelerator arch
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Samsung Electronics and Arm have officially launched a custom chip project for on-device AI, planning mass production using a 2-nanometer process, with OpenAI potentially becoming a key client.
Samsung Electronics and Arm have officially launched a custom chip project for on-device AI, planning mass production using a 2-nanometer process, with OpenAI potentially becoming a key client.
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SGA Global Growth Strategy Q2 2026 Investor Letter: Arm Holdings (ARM) Delivered Strong Growth, But Firm Trimmed Position Due to Valuation
Sustainable Growth Advisers (SGA) stated in its Q2 2026 investor letter that Arm Holdings plc (ARM) was a top contributor to its Global Growth Strategy portfolio, delivering 20% revenue growth and 12%
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Arm CEO doubles AGI CPU demand pipeline to over $2 billion for FY2027-2028, up from $1 billion previously
Arm Holdings CEO Rene Haas announced on the fiscal Q1 2027 earnings call that the customer demand pipeline for its Arm AGI CPU has doubled to more than $2 billion for fiscal years 2027 and 2028, an in
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Sands Capital Technology Innovators Fund disclosed in its Q2 2026 letter to investors that it has added Arm Holdings (ARM) to its portfolio.
The fund stated that as AI workloads evolve towards inference and agent workflows, the increasing importance of CPUs in scheduling, memory management, and tool execution is expected to drive CPU deman
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UK chip startup OLIX secures $312M Series B funding at $3.3B valuation for AI inference
The funding round saw participation from Arm, Fundomo, Hudson River Trading, and Netflix co-founder Reed Hastings, among others. OLIX, founded in 2024, develops infrastructure for frontier AI inferenc
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Arm Stock Surges After Q1 Earnings Beat Expectations and Strong Guidance
Arm stock is surging today after the semiconductor company reported better-than-expected results for the first quarter of its 2027 fiscal year and provided strong guidance for the current quarter. Arm
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AI-related stocks fell across the board at the opening of U.S. markets, with Arm down more than 5.23%
Svmuu News: According to data from MSX.COM, at the opening of U.S. markets, the Dow Jones Industrial Average rose 0.25%, the S&P 500 fell 0.25%, the Nasdaq Composites fell 0.49%, and the VIX fear inde
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U.S. chip and storage stocks fell across the board in premarket trading, with SK Hynix ADRs down more than 7%
Svmuu News: According to data from MSX.COM, the U.S. chip and storage sector saw widespread declines in premarket trading, with Arm (ARM.O) down more than 4%, SK Hynix ADR (SKHY.O) down more than 7%,
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U.S. Stocks Close Higher; AI-Related Stocks See Broad Gains, with Arm Up Over 9.2%
Svmuu News: According to data from MSX.COM, at the close of U.S. trading, the Dow Jones Industrial Average rose 0.27%, the S&P 500 rose 0.81%, the Nasdaq Composite rose 1.3%, and the VIX fear index fe
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U.S. stock markets saw broad gains in the optical communications and semiconductor sectors, with Intel and ARM rising more than 6%.
Svmuu News: According to data from MSX.COM, U.S. optical communications and semiconductor stocks surged across the board, with SanDisk up more than 16%, Western Digital up more than 13%, Seagate Techn
-
Arm Expands AI Reach from Data Centers to Edge Devices, Unveils Next-Gen Edge AI Platform CSS for Mobile 2
Arm Holdings previewed new innovations in its artificial intelligence compute portfolio, spanning data centers to edge devices, including physical AI. The semiconductor design firm announced its next-
-
Arm unveils Mali G2-Ultra NX GPU with integrated neural accelerator, boosting performance by up to 14%.
Arm launched its second-generation Compute Subsystem for Mobile (CSS for Mobile 2) at its annual conference in Shanghai. The new Mali G2-Ultra NX GPU, integrated into CSS for Mobile 2, features a dedi
-
Arm CEO: Chip Shortage Hindering AI Cancer Treatment Development
Arm CEO Rene Haas stated that the current chip shortage is hindering the development of AI in cancer treatment, such as modeling DNA markers affected by cancer, which remains too complex. However, he
-
Arm collaborates with Samsung on 2nm on-device AI accelerator SoC, targeting mobile inference
Arm Holdings is expanding its AI silicon presence through a new collaboration with Samsung's System LSI division to develop a 2nm on-device AI accelerator SoC. Arm will provide the AI accelerator arch
-
Samsung Electronics and Arm have officially launched a custom chip project for on-device AI, planning mass production using a 2-nanometer process, with OpenAI potentially becoming a key client.
Samsung Electronics and Arm have officially launched a custom chip project for on-device AI, planning mass production using a 2-nanometer process, with OpenAI potentially becoming a key client.
-
SGA Global Growth Strategy Q2 2026 Investor Letter: Arm Holdings (ARM) Delivered Strong Growth, But Firm Trimmed Position Due to Valuation
Sustainable Growth Advisers (SGA) stated in its Q2 2026 investor letter that Arm Holdings plc (ARM) was a top contributor to its Global Growth Strategy portfolio, delivering 20% revenue growth and 12%
-
Arm CEO doubles AGI CPU demand pipeline to over $2 billion for FY2027-2028, up from $1 billion previously
Arm Holdings CEO Rene Haas announced on the fiscal Q1 2027 earnings call that the customer demand pipeline for its Arm AGI CPU has doubled to more than $2 billion for fiscal years 2027 and 2028, an in
-
Sands Capital Technology Innovators Fund disclosed in its Q2 2026 letter to investors that it has added Arm Holdings (ARM) to its portfolio.
The fund stated that as AI workloads evolve towards inference and agent workflows, the increasing importance of CPUs in scheduling, memory management, and tool execution is expected to drive CPU deman
-
UK chip startup OLIX secures $312M Series B funding at $3.3B valuation for AI inference
The funding round saw participation from Arm, Fundomo, Hudson River Trading, and Netflix co-founder Reed Hastings, among others. OLIX, founded in 2024, develops infrastructure for frontier AI inferenc
-
Arm Stock Surges After Q1 Earnings Beat Expectations and Strong Guidance
Arm stock is surging today after the semiconductor company reported better-than-expected results for the first quarter of its 2027 fiscal year and provided strong guidance for the current quarter. Arm
-
AI-related stocks fell across the board at the opening of U.S. markets, with Arm down more than 5.23%
Svmuu News: According to data from MSX.COM, at the opening of U.S. markets, the Dow Jones Industrial Average rose 0.25%, the S&P 500 fell 0.25%, the Nasdaq Composites fell 0.49%, and the VIX fear inde
-
U.S. chip and storage stocks fell across the board in premarket trading, with SK Hynix ADRs down more than 7%
Svmuu News: According to data from MSX.COM, the U.S. chip and storage sector saw widespread declines in premarket trading, with Arm (ARM.O) down more than 4%, SK Hynix ADR (SKHY.O) down more than 7%,
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U.S. Stocks Close Higher; AI-Related Stocks See Broad Gains, with Arm Up Over 9.2%
Svmuu News: According to data from MSX.COM, at the close of U.S. trading, the Dow Jones Industrial Average rose 0.27%, the S&P 500 rose 0.81%, the Nasdaq Composite rose 1.3%, and the VIX fear index fe
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U.S. stock markets saw broad gains in the optical communications and semiconductor sectors, with Intel and ARM rising more than 6%.
Svmuu News: According to data from MSX.COM, U.S. optical communications and semiconductor stocks surged across the board, with SanDisk up more than 16%, Western Digital up more than 13%, Seagate Techn
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ARM
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