ARM reported fiscal Q4 licensing revenues up 29%, accelerating to 20% overall revenue growth. The upside is attributed to continued demand for AI infrastructure, custom silicon, and next-generation chip design services. Overall, the results signal strong momentum rather than a slowdown in AI chip-related spending.
ARM reported fiscal Q4 licensing revenues up 29%, accelerating to 20% overall revenue growth. The upside is attributed to continued demand for AI infrastructure, custom silicon, and next-generation chip design services. Overall, the results signal strong momentum rather than a slowdown in AI chip-related spending.
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strongly positive
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