The big picture: The AI boom is significantly changing the enterprise and data center market. Arm predicts that chips based on its designs will soon amount to around 50% of CPUs used in data centers.
IBM has announced a strategic collaboration with Arm to develop new dual‑architecture hardware that helps enterprises run future AI and data intensive workloads with greater flexibility, reliability, ...
The company is now looking to take a big share of the PC market. Arm has some nice tailwinds, but the stock's valuation is pretty hefty. The company recently jumped into another market, with Arm CEO ...