#arm-holdings

#arm-holdings

Indeed, it's probably just a matter of time before the GPU king cracks the $10 trillion market cap milestone. And while shares have minted many investors with significant gains in recent years, I do think that growth expectations have become high enough that it'll take more than a good quarterly earnings report and upbeat guidance to move the needle by enough to keep up that blistering pace the firm has maintained over the past two years.

Arm has yet to challenge the likes of AMD and Nvidia in the datacenter GPU arena, though it is not unfamiliar with AI infrastructure.

Arm Holdings aims to capture 50% of the data center CPU market by 2025, challenging x86 leaders Intel and AMD and targeting a significant revenue increase.

We do not consider it prudent to issue full year guidance," said CFO Jason Child, highlighting the uncertainty surrounding Arm's market outlook due to economic factors.