Today, Arm announced the new Arm AGI CPU. Instead of licensing only the IP, it is now selling the entire chip. During the launch event in San Francisco, CA, I was able to see the new chips, but also learn more about the company’s plans and ecosystem.
On the STH main site, I did a quick write-up of the event and the new chips. We will, of course, have more on them later this year as they seem to be a later product in 2026, being announced in Q1 2026. I also got asked for perspective from a number of folks, so I wanted to share a bit of a different perspective.
Perhaps the big question of the day was how Arm is competing with its customers. For that one, I have a very different take than I probably would have had if the chip had been announced five years ago. Let us get to that next.
If you ask about the key drivers for Arm CPU growth, there are really two. First, hyperscalers. Second, AI. The fact is that AMD EPYC did so well scaling cores and using the latest TSMC nodes that it is largely carrying the x86 market at this point. To be clear, Arm counts both Intel and AMD as customers, and surely a new CPU is a competitor. Still, there are several Arm CPU vendors in the market now that probably care more about Arm making its own CPUs. Let us go through a few of those and discuss the competitive landscape.
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