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When Arm Meets RISC-V: SiPearl, Semidynamics to Co-Develop Sovereign AI Platform

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SiPearl and Semidynamics have announced a partnership to develop a European sovereign AI platform, utilizing SiPearl's Arm Neoverse V2-based Rhea2 processors and Semidynamics' RISC-V-based AI inference accelerators. This multi-year project aims to create a competitive rack-scale AI platform, addressing Europe's need for a homegrown AI hardware stack. The first generation will focus on CPU-accelerator memory coherence, with future iterations expected to enhance chiplet-level integration.

- SiPearl and Semidynamics are collaborating to develop a European sovereign AI platform aimed at reducing reliance on foreign suppliers.  
- The platform will utilize SiPearl’s Rhea2 processors and Semidynamics’ RISC-V-based AI accelerators for efficient AI inference, with future generations planned for tighter chiplet integration.  
- While advanced manufacturing remains reliant on Asia, the initiative aims to provide a credible European alternative for large-scale AI data center deployments, although no firm launch timeline has been set.

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Arm Holdings (NASDAQ:ARM) is currently trading at $223.15, having surged 104% year-to-date. Analysts suggest a buy zone between $210 and $215 on pullbacks. The company reported Q4 FY2026 revenue of $1.49B, exceeding estimates, and has shifted focus to AI infrastructure with its new AGI CPU. Despite a high P/E ratio and some risks, the bullish sentiment remains strong with a consensus target of $230.92.

- Arm Holdings (ARM) is currently trading at $223.15 after reporting Q4 FY2026 revenue of $1.49 billion, exceeding estimates.  
- The non-GAAP EPS of $0.60 also surpassed consensus expectations, and data center royalties have more than doubled year over year.  
- Customer commitments for the AGI CPU increased dramatically from $1 billion to over $2 billion within six weeks.

Arm Holdings is up 104% and smart money is waiting for one specific level to buy more

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NVIDIA (NVDA.US) will announce its earnings tonight after the market closes, and chip stocks are positioning themselves in advance. ARM (ARM.US) rose over 10%, Marvell (MRVL.US) rose over 7%, and Intel (INTC.US) rose over 5%. The Cerebras 2X leveraged ETF (CBRG.US) surged over 18% on its first day, reaching a new high

- On May 20, U.S. stocks related to GPUs and CPUs surged as investors anticipated Nvidia's upcoming earnings report.  
- ARM Holdings led the gains with a 10.02% increase, followed by Marvell Technology rising 7.42%, while Intel and AMD also saw notable gains.  
- Market analysts expect strong performance driven by AI demand, with Nvidia's report expected to reflect this trend, lifting investor confidence across the sector.

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GPU/CPU concept stocks collectively strengthened, ARM (ARM.US) rose over 11% during the day, Intel (INTC.US) rose over 5%

Intel Is Supposed to Be in a New CPU Era But Its Losing Market Share to AMD and Arm

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Intel Is Supposed to Be in a New CPU Era But Its Losing Market Share to AMD and Arm

Arm Holdings (ARM) shares fell 3.62% to $213.21 as investors assess supply chain risks amid global trade news. China revenue is projected to drop from 21% in fiscal 2024 to 17% in fiscal 2025. The stock remains above key moving averages, indicating a long-term uptrend, but momentum has softened. Analysts maintain a Buy rating with an average price target of $217.21, while upcoming earnings are expected to show flat EPS of 35 cents and revenue growth to $1.26 billion.

- Arm Holdings plc shares have declined as traders assess the influence of recent AI and export-control news on chip demand and supply chains.  
- The company reported that China contributed 17% of its fiscal 2025 revenue, a decrease from previous years, amid a mixed broader market performance.  
- Analysts maintain a Buy rating for Arm with a price target averaging $217.21, while the next earnings report is expected on July 29, 2026, with revenue projected to rise to $1.26 billion.

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Arm Holdings Tech Rally Takes Breather As Investors Weigh Supply Chain Risks

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In early trading, Arm Holdings led the Nasdaq 100 with a 10.1% increase, marking a 124.8% gain year to date. Conversely, Intuit was the worst performer, down 4.2% and 42.2% year to date. Other notable movements included Workday down 3.8% and Marvell Technology up 8.6%.

- Early trading on Wednesday saw Arm Holdings leading the Nasdaq 100 with a gain of 10.1%, totaling a year-to-date increase of 124.8%.  
- In contrast, Intuit was the worst performer for the day, down 4.2% and 42.2% year to date.  
- Other notable movements included Workday decreasing by 3.8% and Marvell Technology increasing by 8.6%.

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ARM and Shift4 just bounced after earnings while SpaceX and Anthropic poured billions into AI compute, and most investors are not ready for what comes next.

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Is AI infrastructure spending heading for an even bigger boom? What ARM, Shift4, SpaceX, and Anthropic just told us

The AI trade is evolving as demand for inference grows, shifting focus from GPUs to CPUs. While GPUs have been essential for training AI models, the need for steady capacity in inference applications is bringing CPUs back into play. This shift could lead to broader AI spending across various companies, as the cost of running AI models decreases and usage increases. Companies like Intel and Arm are already highlighting the rising role of CPUs in the inference market, suggesting a significant change in AI infrastructure investment.

- The artificial intelligence trade has focused on the need for more computing power, spotlighting GPUs for training large models.  
- As the market shifts from training to inference, which involves running AI models, CPUs may regain importance in managing ongoing AI operations.  
- This change could broaden AI spending, as companies require both GPUs and CPUs to support the deployment and efficiency of AI systems across various applications.

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The AI Trade Is Moving Beyond GPUs As Inference Demand Builds

Analyst David Dai from Bernstein predicts Arm's stock could rise 45% to a $300 price target as the server CPU market is expected to quadruple to $137 billion by 2030. Arm's power-efficient processors are well-positioned for the growing demand in AI data centers, which require significantly more CPU cores. Dai anticipates Arm's revenue could increase fivefold to $26 billion by the decade's end, driven by its entry into the server CPU market and rising royalty costs. However, Arm faces an antitrust probe from the FTC regarding potential market monopolization.

- Arm is expected to significantly impact the server CPU market, potentially growing to $137 billion by the decade's end, according to Bernstein.  
- Analyst David Dai initiated coverage of Arm with an outperform rating and a $300 price target, highlighting its efficiency advantage in server CPUs and a projection of revenue reaching $26 billion by 2030.  
- Arm's entry into the market with its first data-center chip, alongside anticipated demand and rising royalty costs, supports a favorable outlook despite current challenges, including an FTC antitrust probe.

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Arm's stock could rise another 45% as the 'renaissance of CPUs' takes hold, analyst says

CICC has raised the target price for Arm Holdings plcto USD203, maintaining a Neutral rating. The UK chip designer reported a revenue of USD1.49 billion for the fiscal quarter ending March, a 20% increase YoY and QoQ. Non-GAAP net profit was USD641 million, exceeding expectations. CICC lowered its FY2027 adjusted net profit forecast by 10% to USD2.22 billion but expects a 45% YoY rise in FY2028 adjusted net profit to USD3.21 billion, driven by anticipated large-scale shipments in FY2029.

- CICC reported that Arm Holdings plc's revenue reached USD 1.49 billion for the fiscal quarter ending in March, marking a 20% increase year-over-year and quarter-over-quarter.  
- The company's non-GAAP net profit rose to USD 641 million, with an EPS of USD 0.60, surpassing broker expectations due to reduced R&D expenses.  
- CICC reduced its FY2027 adjusted net profit forecast by 10% to USD 2.22 billion while projecting a 45% increase for FY2028, raising the target price by 49.3% to USD 203 based on a FY2029 earnings ratio of 55x.

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CICC Raises Arm Holdings plc  TP to USD203, Rating Neutral

Arm Holdings plc has filed a $3.06 billion shelf registration for shares linked to its employee share ownership plan, following strong Q4 2026 results with $1.49 billion in revenue and $313 million in net income. The company's focus on AI and data center royalties is reshaping its investment narrative, despite risks related to supply chain and execution. Analysts project significant revenue growth by 2029, but opinions vary on the stock's future value, with estimates ranging from $171.98 to $237.73.

- Arm Holdings plc has filed a US$3.06 billion shelf registration for shares associated with its employee share ownership plan, reporting strong Q4 2026 results with revenues of US$1,490 million and net income of US$313 million.  
- The company's focus on AI-driven royalty streams and the launch of the Arm AGI CPU indicates a strategic shift towards enhancing its data center solutions, while also presenting risks related to supply chain and execution.  
- Analysts project significant future revenue and earnings growth, but differing expectations may heighten the risk profile as Arm navigates the evolving AI landscape.

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Arm Holdings (ARM) Is Up 7.1% After Filing $3.06 Billion ESOP Shelf As AI Royalties Grow – Has The Bull Case Changed?

Leverage Shares 2X Long ARM Daily ETF(ARMG.US)

When Arm Meets RISC-V: SiPearl, Semidynamics to Co-Develop Sovereign AI Platform

Arm Holdings is up 104% and smart money is waiting for one specific level to buy more

GPU/CPU concept stocks collectively strengthened, ARM (ARM.US) rose over 11% during the day, Intel (INTC.US) rose over 5%

Intel Is Supposed to Be in a New CPU Era But Its Losing Market Share to AMD and Arm

Arm Holdings Tech Rally Takes Breather As Investors Weigh Supply Chain Risks

Nasdaq 100 Movers: INTU, ARM

Is AI infrastructure spending heading for an even bigger boom? What ARM, Shift4, SpaceX, and Anthropic just told us

The AI Trade Is Moving Beyond GPUs As Inference Demand Builds

Arm's stock could rise another 45% as the 'renaissance of CPUs' takes hold, analyst says

CICC Raises Arm Holdings plc TP to USD203, Rating Neutral

Arm Holdings (ARM) Is Up 7.1% After Filing $3.06 Billion ESOP Shelf As AI Royalties Grow – Has The Bull Case Changed?