Browsing Tag
Arm Holdings
10 posts
Arm Performix launches as Arm Holdings (NASDAQ: ARM) extends agentic AI play beyond silicon
Arm built the silicon. Now it wants to own the optimisation layer above it. Performix is free, agent-ready, and aimed squarely at the x86 migration question.
Arvind Krishna makes the case that AI complexity is IBM’s opportunity: Q1 2026 strategy in full
IBM CEO Arvind Krishna's Q1 2026 vision: AI governance, data sovereignty, mainframe acceleration, and the Confluent bet explained. Read IBM's full strategic case here.
NVIDIA-backed SiFive raises $400m to expand its data center CPU roadmap
SiFive has raised $400 million to accelerate RISC-V data center CPUs. Read how this could reshape AI infrastructure competition and open compute strategy.
Arm Holdings enters silicon production with AGI CPU built for agentic AI data centres
Arm Holdings launches its first-ever data centre CPU, the Arm AGI CPU, targeting agentic AI infrastructure. Meta is the lead partner. Read what this means for the data centre industry.
Can Intel become SoftBank’s next Arm? Why the $2bn bet could reshape its AI hardware strategy
SoftBank’s August investment in Intel Corporation is now coming into focus as a strategic wager on AI infrastructure, echoing the playbook it once used with Arm Holdings
SoftBank Group Corp. stock gains 1.98% on Q2 FY2025 earnings as OpenAI windfall and share split buoy sentiment
SoftBank Group Corp. shares rise 1.98% after earnings. Explore how OpenAI gains and a share split are reshaping market sentiment.
Can SoftBank’s $2bn stake give Intel the credibility boost it needs in the AI chip wars?
SoftBank’s $2B Intel stake raises a big question: is it enough to restore credibility in the AI chip wars against NVIDIA and TSMC?
SoftBank’s $2B Intel bet: Is this the signal that U.S. semiconductor capital is entering a new cycle?
SoftBank is investing $2B in Intel at $23 per share. Explore what this means for U.S. semiconductor leadership, AI hardware strategy, and investor sentiment.
Tech and AI stocks plunge as market selloff hits Core Scientific, Vertiv, Root, and more
Tech and AI stocks tumbled on March 26, 2025, as trade tariffs and market uncertainty triggered a selloff. Find out which stocks were the biggest losers.
SoftBank Group’s $6.5bn acquisition of Ampere Computing signals major AI expansion
SoftBank Group is acquiring Ampere Computing for $6.5 billion to expand its AI computing capabilities. Explore how this deal impacts the semiconductor industry.