Arm Holdings AGI CPU Silicon Pivot: Why the 136-Core Data Center Chip and Meta Partnership Frame a $15 Billion Opportunity — but the Valuation Leaves Little Margin of Safety
Arm Holdings announces first chip in 35 years: the 136-core AGI CPU built on TSMC 3nm with Meta as lead partner. Analysis of how this silicon pivot strategy creates a billion revenue opportunity while the core royalty business compounds at 20%+ annually.