Arm Holdings

Arm licenses CPU core architectures and instruction sets used in nearly all mobile chips and an increasing share of AI datacenter CPUs (e.g., NVIDIA Grace, AWS Graviton, Google Axion). It is majority owned by SoftBank and is the dominant licensable CPU architecture globally. FY2025 (ended March 31, 2025) revenue was $4.01 billion, up 24% year-over-year.

Ecosystem functionNear-universal CPU IP licensor whose architecture underpins the host CPUs paired with nearly every AI accelerator.

Business modelLicenses CPU IP and royalties