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The largest transformation in history, from passively collecting licensing fees to actively making chips. The first self-developed AGI CPU, with an estimated single product revenue of 15 billion dollars in 2031, overall revenue soaring to 25 billion annually—six times higher than in 2025.
The key is that Meta and OpenAI have already taken the lead.
What does this mean? AI is taking a piece of the pie, and Arm does not intend to just take a share, but instead wants to serve the whole plate. Citi analyst's original words: "This is the most significant shift in Arm's history."
Even more ruthless, the AGI CPU is specially designed for the AI agent era, targeting the inference needs of data centers. A trillion-dollar market, and Arm wants to take a bite of it.