Arm stayed silent until the chip was validated for production

“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,…”

“There has never been a trillion-dollar revenue business, and we may have two of them in the next 5-10 years.”

“has emerged as a significant business with a revenue run rate in the tens of billions of dollars and is now profitable in its own right”

“We’re going to invest to continue being the leader. We can fund this plan, and I think it will forever change the size of Amazon. It will forever change our revenue.”