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ARM Holdings: Why We're Still Not Buying the Stock
ARM Holdings just made history. For 35 years, ARM was a licensing company — selling IP blueprints to Apple, Nvidia, and Qualcomm. Now they're designing and selling their OWN chips.
The ARM AGI CPU is their first-ever production silicon, built specifically for AI inference in data centers — and it's already got Meta, OpenAI, and Cloudflare as customers.
In this episode, we break down:
What the ARM AGI CPU actually is and why it matters
How it stacks up against Intel Xeon and AMD EPYC Venice
Why ARM claims 2x performance per rack vs x86
The SoftBank problem — and why we're still not buying ARM…
The skinny
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