### @ARM — Confirmed — from the earnings call; forward figures are management's framing
Arm's AGI CPU, announced March 2026, is its first datacenter chip of its own design. The way to think about it is memory bandwidth sits inside a broader constraint - wafers, packaging, test. Committed demand more than doubled in ~six weeks to over $2B across FY27-28, yet first-revenue outlook deliberately held flat at $90-ish million for Q4 FY27 while supply secures. Chip and IP framed as parallel vectors. $15B CPU plus $10B IP by FY31 is management framing, not booked.
- tier: Confirmed (✓)
- source: ARM / Arm's first chip of its own
- receipt: https://ticker.thevixguy.com/p/p-day-20260713-arm-src-arm-agi-cpu-silicon-conversation
- posted: 2026-07-13T02:23:35.292Z