Why this is important: Windows on ARM has always struggled with one massive bottleneck: graphics. While Qualcomm’s integrated GPUs have improved, they still fall far short of what even entry-level ...

For ARM to justify a 200x earnings multiple, investors are effectively pricing in a full-blown Perfection Scenario - a future where everything goes right, at maximum intensity, for the next five years ...

Arm Holdings (ARM) has expanded its partnership with Nvidia (NVDA) as the British chipmaker plans to integrate the NVLink Fusion ecosystem into its Neoverse platform. "Arm and NVIDIA are working ...

Arm Holdings Plc plans to start incorporating Nvidia Corp.’s NVLink technology into chip designs for AI data centers, tightening the relationship between two influential semiconductor companies. Arm, ...

The Steam Frame won’t be Valve’s only target for Steam on Arm. The Steam Frame won’t be Valve’s only target for Steam on Arm. is a senior editor and founding member of The Verge who covers gadgets, ...

With the launch of the Steam Frame, Valve's new VR headset, SteamOS will be made available for Arm-based systems. This is required to support the new headset, which is using a Snapdragon processor to ...

Arm’s latest earnings report easily beat analysts’ expectations. Investors should pay close attention to its first-party chipmaking plans. Its business is evolving and expanding, but its stock is also ...

Arm ARM beat both revenue and adjusted EPS guidance in second-quarter fiscal 2026, reaching $1.14 billion and $0.39, respectively, and guided for revenue of $1.23 billion next quarter, implying an 8% ...

Markets have closed for the day, and Arm Holdings is out with its latest round of quarterly earnings. The British semiconductor company posted a beat on both revenue and EPS (earnings per share) ...

While x86 has been dominant for decades, a new migration project at Google represents a significant shift to more mixed architectures. The tech giant has released the technical details of its ongoing ...

Arm benefited from an improved trade picture with China. The company is set to work on a chip for OpenAI, according to reports. It's also teaming up with Meta in a strategic partnership. Arm shares ...

Semiconductor design company Arm is partnering up with Meta to enhance the social media giant’s AI systems amid an unprecedented infrastructure buildout. Under the partnership, Meta’s ranking and ...