Arm
Licenses the processor designs (CPU cores) that most of the world's chips are built on, and earns royalties on each chip sold.
- Revenue
- $4.92B for the year to March 2026, a record
- Growth
- Data centre royalty revenue more than doubled in the year (FY2026)
- Based in
- Cambridge, UK
- Founded
- 1990
- Listed
- Public (ARM)
Its CPU designs are moving into AI data centres, and Arm is now also building some of its own CPU chips.
Its royalties depend on chip volumes, and selling its own chips puts it in competition with its customers.
Money coming in
Who pays Arm, and for what.
No customers of Arm mapped yet.
Money going out
Who Arm pays to do what it does.
No suppliers of Arm mapped yet.
Where it sits on the map
Competitors and neighbours
Designs the GPUs that train and run most big AI models, and the CUDA software they run on.
$89.0B data centre revenue in the quarter to July 2026 (fiscal Q2 2027), out of $96.2B total
Open profileMakes ChatGPT, the assistant most people use, and sells its models to businesses through an API.
About $13B revenue in 2025, against about $34B of costs (reported)
Open profileMakes Gemini, the assistant built into Android, Search and Workspace.
25% of AI chip supply (Epoch AI)
Open profileDesigns its own Trainium AI chips and rents them out through AWS.
5% of AI chip supply (Epoch AI)
Open profileDesigns custom AI chips for big clouds and AI labs, and the networking chips that link them.
AI chip revenue $16.7B in a quarter, up 221%
Open profileMakes fast inference chips for running models, built around its own LPU design.
$3.5B in a 2026 round that followed its Nvidia licensing deal
Open profileMakes very large single-chip AI systems built for fast answers from models.
$510M in 2025, with $87.9M net income
Open profileDesigns custom AI chips for large cloud customers, and the optical chips that link data centres.
$2.006B in the quarter to July 2026 (fiscal Q2 2026), up 58%
Open profileSells chip-design software and design blocks used to build AI and other chips.
$1.58B in the quarter to June 2026, up 24.2%. Full-year 2026 guidance about $6.3B
Open profileSources: qz.com
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