Groq raises $650M to become inference cloud after Nvidia deal
Groq pivots from chip maker to cloud services after licensing its LPU to Nvidia for $20B, raising $650M from existing backers to build inference infrastructure.
Arm enters chip manufacturing for first time, claims $20B in AGI CPU demand
Arm announced record earnings and revealed $20B in constrained demand for its first-ever data center CPU, directly competing against Intel, AMD, and Nvidia for the first time in 35 years.
Arm Launches First Own Chip in 35 Years, Targets $15B by 2031
Arm Holdings shipped its first production CPU in 35 years — the AGI CPU, co-developed with Meta and built on TSMC 3nm — targeting $15 billion in standalone revenue by 2031 and marking a structural break from its pure licensing model.
Arm Holdings Launches First In-House Silicon, Targets $15 Billion by 2031
Arm Holdings unveiled its first internally designed AGI CPU on March 25, 2026, targeting $15,000,000,000 in chip revenue by 2031 with Meta as lead customer.