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Key points from the earnings call after the announcement of results $ARM :
📍Very soon.. The data center segment will be the largest activity in ARM company
📍Demand for AGI CPU processors will exceed $2 billion during 2027 and 2028
📍AI companies need four times more CPU capacity compared to today due to AI moving from chatbots to AI agents
📍Meta is a major partner with us in developing the new AGI processors
📍All $GOOG $AMAZN $MSFT $NVDA companies are building the upcoming AI infrastructure on ARM
📍By 2030, ARM will hold the largest market share for data center processors
📍The demand for computing is currently unprecedented, and we are at the heart of this growth
📍Our new processors could reduce data center construction costs by $10 billion per gigawatt
📍All partners we asked for support for ARM's new strategy have approved it
📍ARM processors account for about 50% of the market for major hyperscalers