Quick Read – ARM dropped 28% to $260 ahead of earnings, with CEO Rene Haas confirming $2B in booked AGI CPU demand across FY2027 and FY2028. – Every NVDA Vera rack generates ARM royalties, while QCOM faces declining revenue, a 55% gross margin, and a Nuvia trial in Q4 2026. -…
t now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Arm didn’t make the cut. Grab the names FREE today
Arm Holdings (NASDAQ:ARM) enters Wednesday’s Q1 FY2027 earnings with its stock down nearly 28% over the past month. Meanwhile, the company has already booked more than $2 billion in demand for its new AGI data center CPU across fiscal 2027 and 2028, giving investors a measurable catalyst behind the next phase of growth. Arm Has Already Booked $2 Billion in AI CPU Demand On the Q4 earnings call, CEO Rene Haas confirmed “more than $2 billion of customer demand across fiscal 2027 and fiscal 2028” for the Arm AGI CPU, double what was announced at launch six weeks earlier.
Meta is the lead co-developer. OpenAI, Cerebras, SAP, and Cloudflare are integrating. The data center CPU TAM is expected to be over $100 billion by 2030, and Arm currently holds roughly 50% CPU compute share among top hyperscalers.