Arm Holdings

What Arm Holdings does

Arm Holdings is a UK-headquartered semiconductor IP company that designs the Arm architecture (Armv9.2/Armv9.3) and licenses CPU cores (Cortex, Neoverse, C1), GPUs (Mali, Immortalis), NPUs (Ethos), and system IP to chipmakers globally. The portfolio spans Compute Subsystems (CSS) — pre-validated reference platforms such as Neoverse CSS V3 for cloud, Lumex CSS for mobile, and Zena CSS for automotive — together with safety-certified AE Technologies for physical AI applications. In March 2026, Arm expanded into production silicon for the first time with the Arm AGI CPU, a 136-core Neoverse V3-based SoC on TSMC 3nm targeting agentic AI data centers.

Arm monetizes primarily through IP licensing (Flexible Access, Total Access) and per-chip royalties, delivering approximately 92.5% gross margins — structurally above fabless silicon peers. It serves silicon partners (Apple, Qualcomm, MediaTek, Samsung), hyperscalers (AWS Graviton, Microsoft Azure Cobalt, Google, Oracle, Meta), automotive OEMs (Rivian, Volkswagen, Tensor), and a long tail of embedded/IoT device makers (Raspberry Pi, Relajet). The Arm AGI CPU introduces a direct silicon revenue stream, with over $2 billion in committed customer demand across FY2027–FY2028 and a $15 billion revenue target by ~2030 from CEO Rene Haas.

Arm's ecosystem reach — 350 billion+ chips shipped, 22 million+ developers, and 100% of the connected global population touching Arm-based products — underpins a flywheel between silicon partners, OEMs, and software developers. The company faces active antitrust scrutiny (US FTC, South Korea, and Qualcomm-led EU complaint) and an ongoing licensing dispute with Qualcomm following the Nuvia acquisition. SoftBank retains approximately 90% ownership post the September 2023 NASDAQ IPO, with Arm's market capitalization reaching approximately $454 billion at its mid-2026 high.

Name

Arm Holdings

Legal name

Arm Limited

Website

https://arm.com

Company type

Private

Founded year

1995

Operating status

Operating

Headcount range

5,001–10,000 employees

Short description

Arm Holdings is a UK-based semiconductor IP company that licenses CPU, GPU, and NPU architectures to chipmakers serving mobile, cloud, automotive, and IoT markets. It recently expanded into production silicon with the Arm AGI CPU for agentic AI data centers.

Ownership category

akta.pro rank

Product category

Semiconductor IP Licensing

NAICS

Computer and Peripheral Equipment Manufacturing (33411), Computer Systems Design Services (541512)

SIC

Electronic Computers (3571), Services-Computer Integrated Systems Design (7373)

akta.pro primary industry

Advanced SoCs & Application Processors (HDAHAAAB)

akta.pro secondary industry

AI Compiler, Runtime & Kernel Optimization Software (CUDA/ROCm/XLA, graph compilers) (HDAAAAAI)

Keywords

• Semiconductor IP licensing
• CPU processor design
• AI data center silicon
• Automotive safety compute
• Mobile on-device AI

Headquarters

HQ city

Cambridge

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Arm IP Licensing: Core royalty and license fee model charging chip makers per chip shipped using Arm IP. Licensing tiers include Arm Flexible Access (low-cost entry, pay only on tape-out) and Arm Total Access (comprehensive IP, tools, support, training). Historically delivers ~92.5% gross margins.
2. Architecture and Tools Licensing: Subscription-style licensing of Arm architecture, development tools, and software stacks to ecosystem partners across mobile, PC, cloud, automotive, and IoT markets.
3. Arm AGI CPU Production Silicon Sales: New revenue stream from direct sale of Arm's first production silicon (Arm AGI CPU). Three SKUs (136C, 128C, 64C) targeted at AI data center workloads with over $2 billion in committed customer demand across FY27/FY28 and a $15 billion revenue target by ~2030.
4. Reference Designs and Rack-Scale Systems: Provision of Arm-branded 1OU Dual Node and 2U2P reference servers, plus partnerships with Supermicro on rack-scale ORW solutions (168 nodes, 336 AGI CPUs, 45,696 cores per rack), enabling CapEx savings per gigawatt.
5. Professional Services and Support: Arm offers professional consulting, technical services, design reviews, training, and certified Arm Approved Partner (Design, ISP, Training) services for customers integrating Arm technology.

Pricing tiers

Go-to-market motion4 records

Distribution channels6 records

Marketing channels8 records

Core offering

Arm Holdings designs and licenses the Arm instruction set architecture (Armv8/v9) along with CPU IP (Cortex, Neoverse, C1), GPU IP (Mali, Immortalis), NPU IP (Ethos), system IP (CMN mesh, CoreLink), and pre-validated Compute Subsystems (Neoverse CSS, Lumex CSS, Zena CSS) to chipmakers, OEMs, and hyperscalers worldwide. In March 2026 Arm expanded into direct silicon production with the Arm AGI CPU, its first production chip purpose-built for agentic AI data centers. Arm also offers developer tools (Kleidi, Performix, CMSIS-NN) and reference platforms (Corstone, Armv9 Edge AI Platform).

Product overview

Arm Holdings operates a platform-plus-modules architecture that spans CPU IP, GPU IP, NPU IP, interconnect/system IP, pre-validated compute subsystems (CSS), and its first production silicon. The core platform is the Arm compute platform (built on Armv8/v9 architectures), to which partners add modules such as the cloud-and-data-center Neoverse CPUs (V3, V3AE, N3, N2, V2, V1), the cloud-optimized Neoverse Compute Subsystems (CSS V3 and CSS N2), and the historic Arm AGI CPU (Arm's first production silicon SoC with up to 136 Neoverse V3 cores). For autonomous machines, the portfolio combines Zena CSS with the AE technologies family (Cortex-A720AE, Cortex-A520AE, Cortex-R82AE, Mali-C720AE ISP, Neoverse V3AE). For mobile and PC, Lumex CSS anchors the platform alongside the C1 CPU cluster (C1-Ultra, C1-Pro, C1-Premium, C1-Nano), Mali GPUs (G1-Ultra, G1-Pro, G1-Premium, G720, G725, etc.), and the Arm Neural Technology for neural graphics. The wearables/embedded tier uses Cortex-A, Cortex-M, Cortex-X CPUs together with Ethos NPUs, Mali ISPs, and the Armv9 Edge AI Platform with Corstone reference designs. Underpinning these tiers are System IP (CMN S3 mesh, CoreLink interconnects, GIC controllers), Security IP, Subsystem IP, and developer resources (Arm Performix toolkit, Arm Developer Program, ExecuTorch integration with PyTorch). Access is monetized through Arm Flexible Access and Arm Total Access licensing programs, supported by the Arm Total Design ecosystem and NVIDIA NVLink integration for AI data centers.

Differentiator

Problem solved

Functional benefit

Brands

• Arm AGI CPU: Arm's first production silicon — a CPU purpose-built for agentic AI data center workloads, based on Arm Neoverse CSS V3, with up to 136 Neoverse V3 cores, TSMC 3nm process, and 300W TDP.
• Neoverse
• Zena CSS
• Arm Neoverse Compute Subsystems (CSS)
• Lumex CSS
• AE Technologies
• Armv9 Edge AI Platform
• Arm Total Design
• Arm Flexible Access
• Arm Total Access
• Cortex
• Mali
• Ethos

Products and services

• Arm AGI CPU Arm's first production silicon — a system-on-chip designed for rapid deployment into servers for AI data centers. Built on Neoverse CSS V3 with up to 136 Neoverse V3 cores per socket, TSMC 3nm, DDR5-8800, CXL 3.0, and 96 PCIe Gen6 lanes. Delivers greater than 2x performance per rack vs x86.
• Arm Neoverse Compute Subsystems (CSS) Pre-validated, PPA-optimized compute subsystems including Neoverse CSS V3 (up to 64 Neoverse V3 cores) and Neoverse CSS N2. Accelerate time-to-silicon by up to one year and save up to 80 engineering years per design. Delivered 13 months from kick-off to working silicon for adopters.
• Arm Neoverse CPUs Server-class CPU IP family for cloud, AI data center, networking, and 5G workloads. Spans V-Series (V3, V3AE, V2, V1 — maximum performance) and N-Series (N3, N2 — performance-per-watt). Neoverse V3 is the first Armv9.2 Neoverse CPU to support Confidential Compute Architecture.
• Arm Zena CSS Pre-integrated compute subsystem for AI-defined vehicles and robotics. Combines Cortex-A CPUs, Cortex-R52+ safety island, security enclave, and CMN-600 coherent mesh. ASIL-D-capable architecture supporting ISO 26262 and ISO 21434. Delivers up to 12 months accelerated time-to-market.
• Arm AE Technologies Purpose-built portfolio of IP and software for physical AI, enabling autonomous machines and intelligent robotics. Includes Neoverse V3AE, Cortex-A720AE, Cortex-A520AE, Cortex-R82AE, Mali-C720AE ISP, Neoverse CMN S3AE, DSU-120AE, CoreLink NI-710AE, and CoreLink GIC-720AE. ISO 26262 certified ASIL B–D.
• Arm Lumex CSS AI-first compute subsystem platform for next-generation smartphones built on Armv9.3-A architecture. Delivers industry-leading IPC, new flagship GPU, and day-one software support through Arm Kleidi and SME2 for on-device AI acceleration.
• Arm C1 CPUs Next-generation Armv9.3-A mobile CPU cluster IP comprising C1-Ultra (25% higher single-thread vs Cortex-X925), C1-Pro, C1-Premium, and C1-Nano for always-on AI. Includes advanced Arm SME2 for on-device AI acceleration achieving 3.2x faster AI inference.
• Arm Mali GPUs Mobile graphics IP family spanning 5th Gen (Mali G1-Ultra, G1-Pro, G1-Premium with RTUv2 ray tracing) and earlier generations (Mali-G720/G725, Mali-G715/G710). Mali G1-Ultra delivers 2x ray tracing and 20% faster AI inference for flagship mobile.
• Arm Cortex-A CPUs Application-class CPU IP family for smartphones, laptops, and consumer devices. Includes Armv9.2 models (Cortex-A725, Cortex-A720AE, Cortex-A720, Cortex-A715, Cortex-A520AE, Cortex-A520) and earlier generations. Includes automotive-enhanced variants with ISO 26262 certification.
• Arm Cortex-M CPUs Low-power microcontroller CPUs for embedded systems and real-time control in wearables, smart home, industrial IoT, and edge devices.
• Arm Cortex-R CPUs Real-time safety CPU IP for automotive zone controllers and Arm Safety Islands. Includes Cortex-R82AE, the first safety-enabled 64-bit Arm processor used in Zena CSS.
• Arm Cortex-X CPUs Custom-designed CPUs for ultimate single-thread performance targeting specific market needs, including flagship smartphone and laptop applications.
• Arm Ethos NPUs Dedicated AI processors for efficient on-device AI and ML inference. Includes Ethos-U85 NPU supporting the world's first Armv9 edge AI platform optimized for IoT with on-device AI models over one billion parameters.
• Arm System IP Configurable interconnect and system controllers including Neoverse CMN S3 coherent mesh, CoreLink interconnects, and GIC interrupt controllers supporting Neoverse CPUs and memory/I/O technologies.
• Arm Security IP Layered security IP for SoC protection and threat mitigation including TrustZone, CryptoCell, and PSA Certified-aligned designs.
• Arm Flexible Access Subscription-based licensing program providing low-cost access to Arm IP, tools, and support with license fees due only when partners tape-out their designs. Includes the Armv9 Edge AI Platform option.
• Arm Total Access Most comprehensive Arm licensing package bundling IP, tools, support, and training for partners needing broad access to the Arm portfolio.
• Arm Performix Performance analysis toolkit for developers building AI and large application workloads. Identifies bottlenecks and provides targeted code optimizations to improve efficiency and performance on Arm AGI CPU and Neoverse platforms.
• Arm Total Design Ecosystem program of industry leaders collaborating to accelerate and simplify development of Arm Neoverse CSS-based systems. Provides preferential access to Neoverse CSS, pre-integrated IP and EDA tools, design services, foundry support, and commercial software/firmware support.
• Arm Neural Technology Neural graphics technology integrating Neural Super Sampling, Denoising, and Frame Rate Upscaling to deliver console-level visual fidelity on mobile. Includes Unreal Engine plug-ins and a Neural Technology Playbook.
• Armv9 Edge AI Platform World's first Armv9 edge AI platform combining Cortex-A CPU and Ethos-U85 NPU, enabling on-device AI models over one billion parameters for IoT and edge devices. Available through Arm Flexible Access.
• Arm Mali Image Signal Processors Advanced ISPs for human display and computer vision applications. Includes Mali-C720AE, Arm's first ISP combining functional safety with high configurability for software-defined vehicles.

Quantifiable outcome

• Greater than 2x performance per rack vs x86 systems with Arm AGI CPU
• +9 more outcomes

Named customers35 records

Segments7 records

Ideal customer profiles5 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

AI capability15 records

Feature10 records

Partnerships

37 partnerships are on record, tiered flagship partner; lead customer for arm agi cpu launch, flagship strategic partner across pc, ai, and hpc, flagship hyperscaler customer and reference design partner, strategic partner for enterprise hybrid ai infrastructure, flagship oem partner for arm agi cpu rack-scale solutions, major oem partner for arm agi cpu enterprise servers, oem partner for ocp orv3 standard arm servers, strategic hyperscaler partner on azure cobalt and windows-on-arm, major hyperscaler partner on agi cpu and cloud ai, major data center customer for arm agi cpu, flagship ai customer deploying arm agi cpu in data centers, telecom and ai customer, enterprise software customer for arm agi cpu, major cdn and edge customer for arm agi cpu, enterprise application delivery customer, ai infrastructure partner, strategic partner for ai-defined vehicle development, national strategic partnership with £1.1b ai hardware plan, strategic partner for arm-based pc and mobile socs, developer ecosystem partner for arm neural technology, sole manufacturing partner for production silicon, fabless asic partner for agi cpu production, national strategic partnership for malaysian semiconductor industry, national partnership in indonesia, case study partner for cloud workloads, featured partner for ai-first smartphone experiences, featured chromebook partner, flagship embedded ecosystem partner, featured partner for ai-powered wearables, featured edge ai partner, strategic partner for ai-defined personal robocar, strategic automotive partner, major automotive oem partner, robotics ecosystem partner, strategic partner for ai-defined driving, microcontroller ecosystem partner and strategic customer for armv9 in supercomputing.

• Metaflagship partner; lead customer for arm agi cpu launchStrategic or Co-development PartnerMeta is the lead partner for the Arm AGI CPU launched in March 2026 and is featured as the arm.com homepage partner. Meta is deploying Arm-based compute for AI infrastructure and is one of the largest consumers of Arm-based CPUs in hyperscale data centers.
• NVIDIAflagship strategic partner across pc, ai, and hpcStrategic or Co-development PartnerNVIDIA's RTX Spark Superchip (co-developed with MediaTek) is built on Arm architecture for Windows-on-Arm PCs. Arm Neoverse CPUs integrate with NVIDIA NVLink Fusion. NVIDIA Grace Blackwell powers DGX Spark desktop AI supercomputer on Arm.
• Amazon Web Services (AWS)flagship hyperscaler customer and reference design partnerOEM/ Whitelabel/ Licensing PartnerAWS builds its Graviton CPU family (Graviton4, Graviton5) on Arm Neoverse. Arm and AWS collaborate on automotive AI (AWS Q on Arm) and cloud computing. Signal65 testing confirms Graviton4 leads in price-performance.
• IBMstrategic partner for enterprise hybrid ai infrastructureStrategic or Co-development PartnerIBM has a strategic collaboration with Arm to natively integrate Arm-ecosystem applications into IBM Z mainframe systems, allowing enterprises to consolidate Arm-native workloads onto a single secure platform for hybrid AI.
• Supermicroflagship oem partner for arm agi cpu rack-scale solutionsOEM/ Whitelabel/ Licensing PartnerSupermicro collaborates with Arm on a new class of energy-efficient rack-scale infrastructure for enterprise agentic AI, offering air-cooled and liquid-cooled servers built on Arm AGI CPUs. Claims up to $10B CapEx savings per gigawatt.
• Lenovomajor oem partner for arm agi cpu enterprise serversOEM/ Whitelabel/ Licensing PartnerLenovo HR650a V3 2U Arm AGI CPU System is an enterprise-class server optimized for cloud infrastructure, delivering reliable performance and low TCO with Arm-based compute.
• ASRock Rackoem partner for ocp orv3 standard arm serversOEM/ Whitelabel/ Licensing PartnerASRock Rack builds 2OU2N-Arm high-density dual-node servers to OCP ORv3 standards for scalable, power-efficient cloud deployments with Arm AGI CPUs.
• Microsoft (Azure)strategic hyperscaler partner on azure cobalt and windows-on-armStrategic or Co-development PartnerMicrosoft Azure Cobalt 200 is powered by Arm Neoverse CSS V3 for scalable cloud and AI workloads. Microsoft collaborates with Arm and NVIDIA on Windows on Arm OS for RTX Spark and is a major investor in Arm-adjacent OpenAI.
• Oracle Cloud Infrastructuremajor hyperscaler partner on agi cpu and cloud aiStrategic or Co-development PartnerOracle Cloud Infrastructure joined the Arm AGI CPU ecosystem, expanding cloud momentum for Arm-based infrastructure purpose-built for the agentic AI era.
• ByteDancemajor data center customer for arm agi cpuOEM/ Whitelabel/ Licensing PartnerByteDance purchased unspecified quantities of Arm's first-ever data center AGI CPU, announced at Computex in Taiwan.
• OpenAIflagship ai customer deploying arm agi cpu in data centersOEM/ Whitelabel/ Licensing PartnerOpenAI is deploying Arm AGI CPU servers in its AI data centers as one of the first partner customers for the AGI CPU platform.
• SK Telecomtelecom and ai customerOEM/ Whitelabel/ Licensing PartnerSK Telecom is deploying Arm AGI CPU servers in its AI data centers as a first partner of the AGI CPU platform.
• SAPenterprise software customer for arm agi cpuOEM/ Whitelabel/ Licensing PartnerSAP is deploying Arm AGI CPU servers in its AI data centers as a first partner of the AGI CPU platform.
• Cloudflaremajor cdn and edge customer for arm agi cpuOEM/ Whitelabel/ Licensing PartnerCloudflare is deploying Arm AGI CPU servers in its AI data centers as a first partner of the AGI CPU platform.
• F5enterprise application delivery customerOEM/ Whitelabel/ Licensing PartnerF5 is deploying Arm AGI CPU servers in its AI data centers as a first partner of the AGI CPU platform.
• Cerebrasai infrastructure partnerStrategic or Co-development PartnerCerebras is deploying Arm AGI CPU servers in its AI data centers. Cerebras previously declined an acquisition offer from Arm Holdings and SoftBank prior to its IPO.
• Siemensstrategic partner for ai-defined vehicle developmentStrategic or Co-development PartnerSiemens and Arm collaborate on cloud-native tools and virtual platforms to accelerate AI-defined vehicle development workflows.
• UK Governmentnational strategic partnership with £1.1b ai hardware planStrategic or Co-development PartnerThe UK government announced a strategic partnership with Arm as part of its £1.1B AI Hardware Plan unveiled at London Tech Week 2026, including £120M for AI Hardware Innovation Programme and expanded semiconductor education programs.
• MediaTekstrategic partner for arm-based pc and mobile socsStrategic or Co-development PartnerMediaTek co-developed the NVIDIA RTX Spark Superchip with Arm and has produced Kompanio Ultra chromebook SoCs and Dimensity smartphone chips based on Arm architecture.
• Sumo Digitaldeveloper ecosystem partner for arm neural technologyStrategic or Co-development PartnerSumo Digital developed Neural Dawn, the mobile game that debuts Arm Neural Technology including Neural Super Sampling, Denoising, and Frame Rate Upscaling on Arm Mali GPUs.
• TSMCsole manufacturing partner for production siliconTechnology or IntegrationTSMC manufactures Arm AGI CPU on 3nm process, with Arm CEO Rene Haas meeting TSMC leadership to address wafer and packaging supply constraints for AGI CPU.
• Socionextfabless asic partner for agi cpu productionImplementation/ SI/ Consulting PartnerSocionext is a Japanese fabless ASIC supplier partnering with Arm to address wafer and packaging supply constraints for Arm AGI CPU production.
• SkyeChip / Government of Malaysianational strategic partnership for malaysian semiconductor industryStrategic or Co-development PartnerSkyeChip has secured access to Arm Holdings' platform as part of a government-backed RM1.1 billion deal aligned with Malaysia's national semiconductor value chain strategy.
• Danantara Indonesianational partnership in indonesiaStrategic or Co-development PartnerDanantara Indonesia signed a deal with Arm Limited in London as part of President Prabowo Subianto's investment diplomacy, supporting Indonesia's AI infrastructure.
• loveholidayscase study partner for cloud workloadsTechnology or Integrationloveholidays uses Arm compute to optimize high-volume travel search workloads, improving performance and efficiency while reducing infrastructure cost across cloud deployments.
• Vivofeatured partner for ai-first smartphone experiencesOEM/ Whitelabel/ Licensing PartnerVivo X300 series smartphones deliver next-gen mobile AI experiences powered by Arm-based compute platforms and Kleidi AI libraries.
• Acerfeatured chromebook partnerOEM/ Whitelabel/ Licensing PartnerAcer Chromebook Plus devices leverage Arm performance and on-device AI for faster responsiveness, longer battery life, and smarter everyday computing.
• Raspberry Piflagship embedded ecosystem partnerOEM/ Whitelabel/ Licensing PartnerRaspberry Pi is the go-to platform for embedded Arm-based computing, powering hobbyist, educational, and industrial applications globally.
• Relajetfeatured partner for ai-powered wearablesOEM/ Whitelabel/ Licensing PartnerRelajet builds AI-powered hearing assistance devices on Arm technology for the wearables market.
• Alif Semiconductorfeatured edge ai partnerOEM/ Whitelabel/ Licensing PartnerAlif Semiconductor builds edge AI microcontrollers and processors on Arm architecture for edge AI applications.
• Tensorstrategic partner for ai-defined personal robocarStrategic or Co-development PartnerTensor is integrating more than 400 Arm-based cores per vehicle for the world's first personal robocar with Level 4 autonomy, in partnership with Arm.
• Rivianstrategic automotive partnerStrategic or Co-development PartnerRivian introduced its third-generation in-house autonomy hardware platform built on a custom chip developed in close collaboration with Arm.
• Volkswagenmajor automotive oem partnerOEM/ Whitelabel/ Licensing PartnerVolkswagen is building its intelligent driving future using Arm Zena CSS-based compute platforms for AI-defined vehicles.
• ROBOTISrobotics ecosystem partnerStrategic or Co-development PartnerROBOTIS builds AI autonomous robots powered by Arm Zena CSS-based compute platforms for industrial and logistics applications.
• Wayvestrategic partner for ai-defined drivingStrategic or Co-development PartnerWayve uses Arm-based compute to power end-to-end machine learning for autonomous driving, scaling from a Cambridge garage to a global company.
• Toshiba Electronic Devices & Storagemicrocontroller ecosystem partnerOEM/ Whitelabel/ Licensing PartnerToshiba uses Arm Cortex-M4 cores in its TXZ+ Family Entry-Class M4H Group microcontrollers for system control applications in consumer and industrial equipment.
• National Supercomputing Center in Shenzhen (China)strategic customer for armv9 in supercomputingTechnology or IntegrationChina's LineShine supercomputer uses LX2 processors built on Armv9 designs licensed from Arm Holdings, drawing 42.2 megawatts across nearly 14 million cores to claim the world's TOP500 spot.

Scale indicators15 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• Intel: Intel is the dominant x86 server CPU vendor and the primary competitor to Arm Neoverse and AGI CPU in cloud/AI data centers. Intel holds 54.9% server CPU market share vs Arm's 17.7% in Q1 2026 (UBS), making it the most direct head-to-head competitor for compute share in AI servers.
• Advanced Micro Devices (AMD): AMD holds 27.4% server CPU market share with EPYC x86 processors and is increasingly competing with Arm Neoverse and AGI CPU in hyperscale and AI workloads. AMD also designs custom accelerators, overlapping with Arm's expansion from IP licensing into silicon products.
• NVIDIA: NVIDIA competes with Arm in AI data center compute (DGX, Grace Blackwell) while simultaneously integrating with Neoverse via NVLink Fusion and co-developing the RTX Spark Superchip on Arm architecture. NVIDIA is both a partner and a competitor for the AI compute dollar at hyperscalers.
• Qualcomm: Qualcomm licenses Arm IP for mobile SoCs and data center custom silicon, and competes directly with Arm-based designs in the smartphone and laptop markets. The ongoing Nuvia-related licensing dispute makes Qualcomm a structural counterparty to Arm's licensing economics.
• SiFive: SiFive is the leading commercial licensor of RISC-V IP, the primary open-ISA alternative to Arm. SiFive competes directly with Arm's IP licensing model for CPU IP, especially in AI/edge and custom silicon workloads, and represents the most credible alternative architecture threat to Arm's licensing economics.
• Marvell Technology: Marvell designs custom Arm-based data center silicon (including Arm Neoverse-based products) and competes with Arm's own chip efforts in custom ASICs for hyperscalers. Marvell overlaps directly with Arm's expansion into data center silicon and competes for similar hyperscaler design wins.

Emerging players

• MIPS: MIPS licenses an alternative RISC instruction set architecture and is being repositioned for AI and edge workloads under new ownership. MIPS competes with Arm at the IP licensing layer for customers evaluating non-x86 ISAs, particularly in automotive and embedded.
• Tenstorrent: Tenstorrent designs RISC-V-based AI accelerators and licenses its IP, positioning itself as an alternative to both Arm-based and x86 AI compute. Tenstorrent overlaps with Arm in AI data center compute and competes for design wins at hyperscalers and enterprises evaluating non-Arm AI silicon.

Broad incumbents

• Broadcom: Broadcom is a major custom ASIC supplier to hyperscalers (including Google's TPUs and Meta's MTIA) that uses Arm IP in many of its custom silicon designs. Broadcom competes with Arm's AGI CPU for hyperscaler design wins while remaining an Arm IP licensee.
• IBM: IBM designs custom mainframe silicon (IBM Z, Telum, Spyre) and has a strategic collaboration with Arm to integrate Arm-ecosystem applications into IBM Z systems. IBM competes with Arm-based cloud compute in enterprise hybrid AI infrastructure while partnering on mainframe-Arm integration.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/Arm
• Facebookfacebook.com/Arm
• LinkedInlinkedin.com/company/arm

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles16 records

Funding overview

Funding rounds1 record

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A22 records

Investments41 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Arm Holdings