{"city":"Cambridge","name":"Arm","slug":"arm","facts":[{"date":"2026-09-18","type":"revenue_band","value":">500m","source":"rsshub.bkraju.com — 2026-09-18"},{"date":"2026-09-17","type":"product_launch","value":"Total Design for Physical AI program with Robotics Capability Framework","source":"www.therobotreport.com — 2026-09-17"},{"date":"2026-09-15","type":"customer","value":"MediaTek","source":"feeds.cms.handelsblatt.com — 2026-09-15"},{"date":"2026-09-15","type":"product_launch","value":"MediaTek Dimensity 9600 Pro smartphone SoC with Arm C2 cores","source":"feeds.cms.handelsblatt.com — 2026-09-15"},{"date":"2026-09-14","type":"product_launch","value":"Total Design initiative for autonomous systems","source":"The Robot Report"},{"date":"2026-09-10","type":"product_launch","value":"Mali G2-Ultra NX GPU with AI acceleration for neural upscaling, frame generation and ray-tracing denoising","source":"Heise"}],"peers":[{"name":"Broadcom","rank":1,"slug":"broadcom","score":"100"}],"stage":null,"state":"England","aliases":["Arm AGI CPU","Arm Cortex-A78","Arm Holdings","Neoverse"],"country":"United Kingdom","domains":[{"why":"Arm develops and licenses CPU, GPU, neural-acceleration and compute-subsystem IP, including Cortex/C2, Mali G2-Ultra NX, Neoverse CSS N4 and the Arm AGI CPU platform for AI-capable silicon.","list":"AI Infra 100","rank":7,"tier":"member","layer":"Chips & accelerators","total":100,"domain":"AI Core","scores":{"gate_ne":["firepower"],"leverage":10,"position":10,"progress":10,"firepower":10,"commercial":10,"deployment":10,"production":10,"technology":10},"edition":"November 2026","segment":"Custom silicon & IP"},{"why":"Arm supplies compute architecture and ecosystem platforms for physical AI and robotics, including its Total Design for Physical AI program and Robotics Capability Framework.","list":null,"rank":null,"tier":"watchlist","layer":null,"total":53,"domain":"Robotics","scores":{"gate_ne":["firepower"],"leverage":1,"position":8,"progress":10,"firepower":1,"commercial":10,"deployment":5,"production":10,"technology":3},"edition":null,"segment":null}],"founded":null,"signals":[{"date":"2026-11-02","header":"Intel shares fell 29% in one day, pulling down other semiconductor stocks","outlet":"Caixin"},{"date":"2026-10-31","header":"Qualcomm, AMD, Marvell Technology and ARM shares each fell about 10% while Nvidia dropped 4.22% and the Philadelphia Semiconductor Index fell 7.2%.","outlet":"Caixin"},{"date":"2026-10-26","header":"AI infrastructure and semiconductor stocks rose in U.S. trading on October 26, 2026.","outlet":"Yicai"},{"date":"2026-10-23","header":"Arm-Qualcomm verdict awards $2 in damages.","outlet":"EE Times"},{"date":"2026-10-22","header":"Arm displayed its internally developed server CPU chips at the OCP Global Summit.","outlet":"Caixin"},{"date":"2026-10-21","header":"Judge heard closing arguments on two issues in Qualcomm–Arm case","outlet":"Electronics Weekly"}],"website":"arm.com","category":"AI Infra · Chips & accelerators","categories":[{"name":"Custom silicon & IP","domain":"AI Core","parent":"AI Infra · Chips & accelerators"},{"name":"Compute & controllers","domain":"Robotics","parent":"Robotics · Components"}],"last_round":null,"updated_at":"2026-11-02T16:32:12.692+00:00","facts_total":112,"positioning":"The instruction-set and CPU-core licensor underneath nearly every custom data-center CPU (Nvidia Vera, Google Axion, AWS Graviton, Microsoft Cobalt, Qualcomm Dragonfly) and now, for the first time, a seller of its own server silicon (Arm AGI CPU); a one-of-one chokepoint on the CPU side of AI racks.","sub_category":"Custom silicon & IP","signals_total":317,"url":"https://www.frontiertechintelligence.com/companies/arm","title":"Arm · ai core, Cambridge, England, United Kingdom · scores, facts and signals · Frontier Tech Intelligence","description":"Arm develops and licenses CPU, GPU, neural-acceleration and compute-subsystem IP, including Cortex/C2, Mali G2-Ultra NX, Neoverse CSS N4 and the Arm AGI CPU platform for AI-capable silicon. AI Infra 100 rank 7 (score 100) 317 signals and 112 facts with sources.","publisher":"Frontier Tech Intelligence (Future Frontiers, a trade name of Essential Cognition Inc.)","note":"Assessment by Frontier Tech Intelligence; facts and signals carry their sources."}