Datacenter to become Arm’s biggest business ‘soon’

Arm's datacenter business is expected to become its largest source of revenue soon, driven by strong customer demand for its AGI CPU design. The company forecasts $15 billion annual revenue for AI infrastructure and aims to double annual revenue from selling its IP to $10 billion by 2031. Arm's revenue for the most recent quarter was $1.49 billion, up 20 percent year-over-year.