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![SergeyCYW Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1343459213004173312.png) Sergey [@SergeyCYW](/creator/twitter/SergeyCYW) on x 6334 followers
Created: 2025-07-17 14:58:41 UTC

Arm Holdings $ARM
Arm Holdings licenses processor architectures that power most mobile devices and is expanding into data centers. It recently surpassed $X billion in quarterly revenue for the first time, driven by growing demand for Arm-based AI processors.

Arm’s strategic advantage is its ubiquitous architecture and expanding platform, including the Armv9 Edge AI for IoT. The company is evolving beyond IP licensing, positioning for greater AI value capture. Analysts believe Arm may move into ASIC production, potentially becoming a major player in custom AI chips.

Strong partnerships and architectural dominance in mobile computing support its expansion into AI infrastructure. Recent collaborations include work with Carnegie Mellon University on AI research.

![](https://pbs.twimg.com/media/GwEWAY1asAE-e5O.jpg)

XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1945860713261785260/c:line.svg)

**Related Topics**
[iot](/topic/iot)
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[$arm](/topic/$arm)

[Post Link](https://x.com/SergeyCYW/status/1945860713261785260)