The Year Arm Became the AI Sovereign
In 2025, Arm transformed from a design blueprint provider to a primary silicon contractor, enhancing its value chain with pre-integrated platforms. It achieved parity in cloud computing, emphasizing energy efficiency. Arm's integration of AI capabilities into CPUs challenged dedicated AI chips, while its collaboration with NVIDIA created a "Super-Chip" for AI training. The Chiplet System Architecture addressed manufacturing challenges, positioning Arm as a key player in modular chip design. Arm's innovations have made it a global leader in AI technology, extending beyond smartphones to various devices.
