Arm

AI服务器的芯片格局正在发生根本性转变。市场调查机构CounterPoint Research预测，到2029年，Arm架构CPU在定制AI ASIC服务器主机CPU市场的份额将从2025年的25%飙升至至少90%，传统x86架构将被大规模取代。 为什么云…

Two trading days after Arm's successful IPO, the British semiconductor design company's stock price has reached $60.31, with a market capitalization of $85.8 billion. However, despite Arm's outstanding market capitalization, its earnings performance has not been as impressive as one would expect. Over the past year, Arm's revenue was only...