No Matter Who Wins the Smartphone and AI Chip Races, ARM Stock Still Benefits

Source: Biztoc.com· barchart.com· July 25, 2026
No Matter Who Wins the Smartphone and AI Chip Races, ARM Stock Still Benefits

Research firm IDC published its first-quarter AI infrastructure numbers this week, and one line stood out. Arm (ARM) has overtaken x86 as the biggest platform in AI servers. Accelerated server value on Arm climbed to $53 billion in the quarter, from below $30…

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