@arm

Arm reports Q3 revenue up 26% YoY to $1.24B, above $1.22B est., license and other revenue up 25% YoY to $505M, and forecasts $1.47B in Q4 revenue, above est.

Shares of Arm Holdings (O9Ty.F), fell on Wednesday as its licensing revenues slightly missed Wall Street estimates …

Arm CEO Rene Haas says investor fears about AI hurting software companies are a “micro-hysteria” that exceeds the reality of how businesses are using AI tools

Michael Acton /Financial Times:

Arm creates a “Physical AI” unit to focus on robotics and automotive sectors, as part of a reorganization that includes “Cloud and AI” and “Edge” business units

Chip technology company Arm Holdings has reorganized the company to create a Physical AI unit …

Nvidia launches the Vera Rubin platform, saying it will offer dramatic reductions in inference and training costs compared to Blackwell, across six new chips

The Rubin GPU boasts five times more AI training compute power than Blackwell. … Nvidia is kicking off 2026 …

Samsung unveils the Exynos 2600, the world's first smartphone SoC built on a 2nm Gate-All-Around process, expected to power some Galaxy S26 and S26 Plus models

Get ready for a new mobile experience. Will Sattelberg / 9to5Google : Galaxy Z Flip 8 could remain exclusive to Samsung's Exynos 2600, report suggests The Indian Express : Samsung ...

Arm and Nvidia announce that Arm-based Neoverse CPUs will be able to integrate with AI accelerators using Nvidia's NVLink Fusion tech

Arm's Neoverse CPUs to get access to Nvidia GPUs Scott Martin / NVIDIA : Accelerated Computing, Networking Drive Supercomputing in Age of AI The Business Times : Arm to offer Nvidi...

Arm launches four Lumex compute subsystem CPU architectures to improve on-device AI on smartphones, PCs, and wearables, and unveils its new Mali G1-Ultra GPU

As the smartphone market has matured, the workloads that consumers expect from their tiny in-pocket mobile computers has increased drastically.

Arm reports Q4 revenue up 34% YoY to $1.24B, vs. $1.23B est., royalty revenue up 18% to $607M, and forecasts Q1 revenue below est.; ARM drops 8%+

Ian King / Bloomberg :

Qualcomm CEO Cristiano Amon says Arm has withdrawn its October 2024 breach notice against Qualcomm and Arm no longer plans to end its Qualcomm license agreement

Qualcomm's (QCOM.O) Chief Executive Officer Cristiano Amon on Wednesday said Arm Holdings (O9Ty.F) has withdrawn a threat …

Arm reports Q3 revenue up 19% YoY to $983M, vs. $946.7M est., royalty revenue up 23% YoY to $580M, and lowers is FY revenue guidance; ARM drops 5%+

Max A. Cherney / Reuters :

OpenAI, SoftBank, and Oracle unveil The Stargate Project, a JV to invest in US AI infrastructure, committing $100B now and up to $500B over the next four years

OpenAI says that it will team up with both the Japanese conglomerate SoftBank and with Oracle, along with others, to build multiple data centers for AI in the U.S.

Meta announces Llama 3.3 70B, a text-only model that Meta claims can deliver the performance of its largest Llama model at a lower cost

7.0M  —  2,040 … The fine-tuning data includes publicly available … Markus Kasanmascheff / WinBuzzer : Meta Unveils New Llama 3.3 70B AI Model with Higher Cost-Efficiency Carl Fran...

Meta debuts “quantized” versions of Llama 3.2 1B and 3B models, designed to run on low-powered devices and developed in collaboration with Qualcomm and MediaTek

so today we're releasing new quantized versions of Llama 3.2 1B & 3B that deliver up to 2-4x increases in inference speed and, on average, 56% reduction in model size, and 41% redu...

Arm unveils Accuracy Super Resolution, an upscaler for mobile games based on AMD's FidelityFX Super Resolution 2, available under the MIT open-source license

this open-source solution is optimized for lower-power devices Nick Evanson / PC Gamer : Arm has developed a new shader-based upscaler using AMD's open source FSR 2.2 as its starti...

Q&A with Arm CEO Rene Haas about Microsoft's big push with Arm-based PCs, AI wearables, Arm's adoption in the cloud, competition from RISC-V and Intel, and more

Q&A with Arm CEO Rene Haas about Microsoft's big push with Arm-based PCs, AI wearables, Arm's adoption in the cloud, competition from RISC-V and Intel, and more

Tim Bradshaw / Financial Times : X: @arm X: @arm : “We are at a magical time in our industry relative to the growth potential” Following the biggest IPO of 2023, Rene Haas speaks ...

Arm reports Q4 revenue up 47% YoY to $928M, vs. $875.6M est., royalty revenue up 37% YoY, and forecasts FY 2025 revenue below est.; ARM drops 9%+

Nvidia announces Blackwell, a new generation of AI chips available later in 2024, starting with the GB200 superchip, which pairs two B200 GPUs with a Grace CPU

- Nvidia on Monday announced a new generation of artificial intelligence chips and software for running AI models.

Arm acquires a minority stake in Raspberry Pi, extending the two companies' partnership that began in 2008 and has resulted in ARM CPUs in all Raspberry Pi SoCs

Arm closes up 24.69% to $63.59 in its Nasdaq debut, valuing the company at $65.24B, after Arm priced shares at the upper end of its expected $47 to $51 range

- Arm Holdings has started trading on the Nasdaq under the ticker “ARM.”  — The chip design company is valued at a steep premium relative …