ARM just went up 16% because NVIDIA confirmed it's using ARM CPU cores in the RTX Spark laptop chip. Here is why this is massive: ARM gets a royalty on every chip, from every company, running its architecture. Apple pays it. Qualcomm pays it. Now NVIDIA laptops pay it. Every AI PC that ships this holiday season is ARM royalty income. The AI era is the best thing that ever happened to this royalty business. 📈
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