Arm Holdings, traditionally a licensor of processor architectures, is making a major strategic shift into silicon manufacturing, with its AGI CPU launched in March 2026 targeting data-center workloads. CFO Jason Child is actively evaluating partnerships and acquisitions to address supply constraints preventing the company from meeting surging demand for its new products. Revenue forecasts for silicon have doubled to $2 billion by early 2028, with Arm projecting long-term revenue potential of up to $25 billion and a 50% gross margin target. The company also invested $312 million in AI chip startup Olix, valued at $3.3 billion, positioning itself in direct competition with Nvidia, AMD and Intel.
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