The way to think about it is we're licensor, litigant, and now rival to Qualcomm. We sued them and Nuvia in 2022 after the acquisition, arguing the license couldn't transfer without consent. Jury found for Qualcomm Dec 2024; district court ruled Sept 30, 2025 that Nuvia-derived cores are covered under the existing license and dismissed our remaining claims. We appealed Oct 1, so it's pending and unresolved. Our own datacenter chip now competes with their re-entry.
← stream@ARM open @QCOM needs @QCOM needs
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Look, at a very high level, right? We are re‑entering the datacenter as a custom‑silicon provider for an unnamed leading hyperscaler – a datacenter CPU plus AI‑inference accelerators built on the Alphawave acquisition, with initial shipments guided for the December‑2026 quarter and the customer withheld until a June investor day. As you know, our edge AI read is deliberately measured and we flag that whether the custom datacenter effort converts to material recurring revenue remains an open question.
Look, at a very high level, right? We're re-entering datacenter as custom silicon for an unnamed leading hyperscaler — CPU plus inference accelerators on Alphawave connectivity, first shipments guided December 2026, customer held for June investor day. As you know, our read is agent orchestration is CPU-bound; Oryon spans phone, PC, auto, datacenter. I think edge inference stays contested and early; whether custom datacenter converts to recurring revenue is the open question we flag.