Rene Haas

Rule Changes

Active; testified at trial; Arm called the $2 award a vindication

On October 13, a Delaware jury found Arm breached its architecture license with Qualcomm and interfered with Qualcomm's relationship with Meta. It awarded $2, one dollar for each claim, and both companies called the result a win.

Updated Nov 1

New Capabilities

As of September 2026: Leading Arm's push into AI-native compute

The first phone with Arm's new neural-accelerated GPU went on sale this week. Xiaomi's 18 Fold, launched in mainland China, carries the Mali G2-Ultra NX inside its custom Xring O3 chip.

Updated Sep 9

Money Moves

As of May 2026: 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. 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.

Updated May 31

Rule Changes

As of May 2026: Leading the strategic shift toward Arm-designed chips

Arm Holdings designs the chip architecture found in roughly 99% of smartphones and a growing share of data-center processors. On May 6 it reported record quarterly results. Five days later, Bloomberg revealed the Federal Trade Commission had opened an antitrust probe into how the company distributes those designs.

Updated May 20