芯片设计领域领导者Arm Holdings (ARM.US)最新业绩强劲，但对当前季度的营收给出了谨慎的预测，进一步加剧了市场对人工智能(AI)算力支出放缓的担忧 ...

Arm 基础设施事业部副总裁 Eddie Ramirez 表示：“人工智能 (AI)具备引领新一轮工业革命的巨大潜力，其市场渗透的深度与广度均达到了前所未有的水平。

（原标题：Arm(ARM.US)版税大增23%! DeepSeek引领的AI算力新范式，将催化“ARM浪潮”席卷数据中心?） 智通财经APP获悉，芯片设计领域领导者Arm Holdings (ARM ...

Amid the excitement surrounding AI, which is prompting developers to create related products that demand more Arm-based ASIC chips, Arm anticipates reaping the benefits of this surge. Additionally ...

高通和Arm在同一天发布财报，双方基本就Nuvia专利纠纷达成一致，它们均表示DeepSeek以低成本和高效能的特点，利好整个AI产业链。 北京时间2月6日 ...

SoftBank is also committing US$15 billion to Stargate, a joint venture with OpenAI and Oracle. Read more at straitstimes.com.

Chinese startup DeepSeek, which unveiled an inexpensively produced AI model last month, has raised the specter that technology providers won’t be generating as much revenue as predicted.

We recently published a list of Coatue’s 35 Most Important AI Stocks. In this article, we are going to take a look at where Arm Holdings plc (NASDAQ:ARM) stands against Coatue’s other most ...