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.
Monarch and Oratomic claim 10,000 qubits suffice for cryptographic quantum computing
Monarch Quantum and Oratomic announced a partnership to build fault-tolerant quantum computers with thousands of logical qubits using only ~10,000 physical qubits by 2030, fundamentally challenging the industry's million-qubit assumption and accelerating post-quantum cryptography timelines.
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.