Arm's AGI CPU has seen explosive demand amidst the Agentic AI boom, as the company now reports double the revenue by 2028. Arm Says Its AGI CPU Demand Is So Massive That It Has Doubled Its Revenue Estimates To Over $2 Billion by 2028 In March, Arm launched its AGI CPU, which is specifically designed to address the growing Agnetic AI needs. Unlike traditional x86 solutions, the AGI CPU is based on the Arm architecture, which has been gaining momentum in the data center segment. The move was seen as a big deal for Arm, which switched from an IP […]

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The growth in agentic AI software will lead to high demand for CPUs in the AI era, believes investment bank UBS. In an investment note, the bank explains that agentic AI increases the workload for processors. It adds that this workload typically favors firms that offer chips with higher cores and are able to cater to power efficiency. As a result, UBS outlines that in the era of agentic AI workloads, chips from Arm and then AMD are slated to benefit the most, with Intel also benefiting as the total addressable market (TAM) grows. Agentic AI Workloads To Favor CPUs […]

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