In r/wallstreetbets, Arm’s move into selling its own chips is treated as a major catalyst, with some framing it as competing with its own customers and others pairing it with NVDA comparisons and ARM calls.
Arm Holdings (ARM) up +13% as said it will start selling its own chips for 1st time.
The new business is expected to generate ~$15b annually
The new chip marks a pivot for Arm, which has traditionally relied on licensing its designs to companies such as Nvidia (NVDA.O)
dude arm making their own chips is actually huge, they've been sitting on the sidelines collecting royalties while everyone else does the heavy lifting.
been watching this space since i got burned on some nvidia calls last year
now they're jumping into the ring themselves and potentially competing with their own licensees lmao
By the time ARM chips are into production there is a chancs NVDA chips would be deployed to every data center and institutions will start to pressure AI companies for ROI.
ARM going from royalties to competing with their own customers is insane. Anyway I lost money on NVDA so I’m buying ARM calls
The new chip marks a pivot for Arm, which has traditionally relied on licensing its designs to companies such as Nvidia (NVDA.O)... and then collecting a royalty payment based on the number of units sold.
The new chip marks a pivot for Arm, which has traditionally relied on licensing its designs to companies such as Nvidia (NVDA.O)... and Qualcomm (QCOM.O)
ARM going from royalties to competing with their own customers is insane.
By the time ARM chips are into production there is a chancs NVDA chips would be deployed to every data center
Anyway I lost money on NVDA so I’m buying ARM calls
Semi conductors has always been rotational play. But this AI cycle is causing high demand for chips for longer time.
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