Arm Unveils First In-House AGI CPU Amidst Competitive Landscape
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 6 days ago
0mins
Should l Buy MSFT?
Source: CNBC
- Chip Launch: Arm unveiled its first in-house AGI CPU in San Francisco, marking a significant shift as the company enters self-manufacturing, which is expected to have a major impact on future revenues.
- Partnership with Meta: Meta has signed an agreement to incorporate Arm's CPUs into its AI data centers over the coming years, potentially allowing Arm to capture 5% of Meta's $115 to $135 billion capital expenditures, significantly enhancing its market position.
- Resurgence in Demand: With the surge in AI computing needs, the CPU market is projected to outpace GPU growth, and Arm's AGI CPU design aims to meet this trend by offering higher performance and efficiency.
- Investment and Expansion: Arm invested $71 million to build new labs in Texas, growing its team to over 1,000, demonstrating a strong commitment to future technological advancements.
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Analyst Views on MSFT
Wall Street analysts forecast MSFT stock price to rise
34 Analyst Rating
32 Buy
2 Hold
0 Sell
Strong Buy
Current: 356.770
Low
500.00
Averages
631.36
High
678.00
Current: 356.770
Low
500.00
Averages
631.36
High
678.00
About MSFT
Microsoft Corporation is a technology company that develops and supports software, services, devices, and solutions. Its Productivity and Business Processes segment consists of products and services in its portfolio of productivity, communication, and information services, spanning a variety of devices and platforms. It comprises Microsoft 365 Commercial products and cloud services; Microsoft 365 Consumer products and cloud services; LinkedIn, and Dynamics products and cloud services. The Intelligent Cloud segment consists of its public, private, and hybrid server products and cloud services. It comprises server products and cloud services, including Azure, and enterprise and partner services, including Enterprise Support Services. Its More Personal Computing segment primarily comprises Windows and Devices, including Windows OEM licensing; Gaming, including Xbox hardware and Xbox content; Search and news advertising, comprising Bing and Copilot, Microsoft News, and Microsoft Edge.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Increased Trading Volume: The trading volume reached 41 million shares, nearly 16% above the three-month average, indicating strong institutional demand and reflecting market expectations for Microsoft's future growth.
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