[HARDWARE]■ STORY TIMELINE
ARM REVENUE UP 20%, PROJECTS $2B FROM AGI CHIPS
Arm reported Q4 revenue of $1.5 billion, a 20% year-over-year increase, and doubled its sales guidance for 2027-2028 to $2 billion driven by artificial general intelligence CPU demand.
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Michael Acton / Financial Times: Arm reports Q4 revenue up 20% YoY to $1.5B, says AGI CPU demand will drive $2B in sales…