en.Wedoany.com Reported - British chip design company Arm recently released its financial report for the fourth quarter of fiscal year 2026, with revenue reaching $1.49 billion, a year-on-year increase of 20%. Among this, royalty revenue grew 11% to $671 million, and licensing revenue grew 29% to $819 million. Arm stated that the growth momentum came from the widespread adoption of the Armv9 architecture and compute subsystems, as well as the increased deployment of Arm-based CPUs in cloud and AI data centers.

A core highlight of the financial report was Arm's launch of its first production-grade silicon platform for AI data centers, the "Arm AGI CPU," a product jointly developed with the US company Meta. Arm positions it as a processor optimized for orchestrating large-scale AI clusters, believing that agentic AI workloads will significantly boost CPU demand. The company has already seen potential demand exceeding $2 billion over the next two years and expects to generate substantial revenue starting from fiscal year 2028.

Arm also unveiled a long-term AI infrastructure roadmap, predicting that driven by inference and agentic AI deployment, its total addressable market for cloud AI will grow from $245 billion in fiscal year 2026 to over $1 trillion by fiscal year 2031. The company expects its AGI CPU business to reach annual revenue of approximately $15 billion by fiscal year 2031. Arm CEO Rene Haas stated: "Arm has achieved over 20% revenue growth for the third consecutive year, driven by strong demand for the Arm compute platform. As AI becomes increasingly agentic, demand for the Arm AGI CPU has exceeded expectations."

Analysts believe that Arm's AGI CPU strategy puts it in more direct competition with rivals such as Intel and AMD, while benefiting from widespread adoption by hyperscale enterprises like AWS, Google, and Microsoft. This move marks a strategic transformation for Arm from pure IP licensing to participating in higher-value silicon products within AI infrastructure.

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