Rene Haas

Rule Changes

Leading the strategic shift toward Arm-designed chips

Arm Holdings sells the blueprints that power roughly 99% of the world's smartphones and a growing share of data-center chips. On May 15, Bloomberg reported that the US Federal Trade Commission has opened an antitrust investigation into how Arm hands those blueprints out.

Updated 6 hours ago

Money Moves

Managing supply chain constraints for AGI CPU as demand doubles to $2B+; first production shipments targeted Q4 FY2027

For 35 years, Arm Holdings sold blueprints, not chips. Apple, Qualcomm, Nvidia and Amazon paid Arm to license its processor designs, then made the silicon themselves. On May 6, 2026, Arm formalized a different future: a $15 billion direct chip-sales business by fiscal 2031, anchored by an in-house data center processor called the Arm AGI CPU. Customer demand for the chip has already doubled to more than $2 billion for fiscal years 2027–2028 since the March 24 launch, and an IBM collaboration announced in April extended the AGI CPU's reach toward enterprise mainframes.

Updated May 7