“So what we said in the earnings call I think was May timeframe that we had visibility to $2 billion, and what we said in the last earnings call was that our confidence to achieve that $2…”
“This is not perishable demand, to be clear. This is demand that is firm, sustaining, and very, very robust. Agentic AI puts a huge amount of pressure on the CPU to do all the work around…”
“These chips take a while to design. They take a while to build. They take a while to get through the entire pipeline. So we are working with our partners in TSMC for months, if not years,…”
“We really only wanted to talk about it when the product was back from TSMC. It was working, the customer validated it, and we were ready for production.”
“Confident AI data center demand is going to continue”
“Haas said Arm expects the new chip to generate roughly $15 billion in annual revenue by 2031, with total annual revenue of $25 billion and earnings per share of $9.”
“We may be under-calling that number. I think the demand is higher than we think it is.”