2024-07-08 14:55:46 ET
Summary
- ARM is expanding its presence in AI data centers, with projected revenue reaching $13 billion by 2028, representing 27% of the market.
- ARM's Neoverse platform offers high-performance computing and AI capabilities, challenging Intel and AMD in the data center sector.
- In the PC edge AI market, ARM's relationship with Apple and the integration of Armv9 architecture in future M-series chips will be a catalyst for ARM.
- In the smartphone market, ARM continues to dominate, powering over 95% of smartphones worldwide.
In the past few months, I've written several Seeking Alpha articles centered on Artificial Intelligence. Last month I wrote about Broadcom Inc. ( AVGO ) in a June 11 article entitled " Broadcom: Eyes On AI But 5G Outperforms On Revenue ," and NVIDIA Corporation ( NVDA ) in a June 17 article entitled " Nvidia: Why The Company And Its GPUs Will Dominate AI Processors ." In a February 27, 2024 article entitled " Qualcomm: Squeezing Competitors Out Of GenAI Smartphones At The Edge. "...
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Arm Holdings: A Complementary Investment To Nvidia