AGI CPU: Arm’s $100B AI Silicon Tightrope Walk Without Undermining Its Licensees

The revelation in 2024 that Arm was planning to develop its own silicon sent chills down the spines of its licensees. However, its AGI CPU announcement allayed those fears and showed a pathway for the company’s ambition to become an AI silicon player without trampling its licensees. AGI CPU is carving out a sizable $100 billion slice of the gigantic $1 trillion AI infrastructure silicon market,…