Data centers are becoming Arm’s most important market

Arm says data centers are on track to overtake mobile as its biggest business, driven by demand for AI servers and infrastructure chips.

Cloud providers are increasingly adopting Arm-based designs for servers and specialized AI workloads, boosting the company’s outlook.

Arm reported strong quarterly growth and said interest is rising in its AGI processor line for agentic AI.

Management expects AI infrastructure and licensing revenue to drive major gains through 2027-2031.