Arm Holdings

Headquarters

Cambridge, United Kingdom

Website

www.arm.com

Employees

7,676 (FY2025 annual report, average employees)

Founded

1990

Listing

ARM · NASDAQ

Market Cap

$284.46B

Revenue (TTM)

$4.92B

Price

USD266.33 (-1.22%)

Dependency

• SoftBank Group: Arm Holdings is roughly 90%-owned by SoftBank, which has positioned the company as central to its dedicated AI chip strategy.
• Supermicro: Supermicro partnered with Arm to launch rack-scale AI infrastructure servers built on Arm's AGI CPU, targeting agentic AI workloads.

Supply Chain

• Amazon Web Services: Amazon's Graviton server CPUs are built on Arm's architecture, letting AWS bypass Intel and AMD for a growing share of its compute fleet.
• Alphabet (Google): Google's Axion server CPUs are built on Arm's architecture.
• Microsoft Azure: Microsoft's Cobalt server CPUs are built on Arm's architecture.
• NVIDIA: NVIDIA's Grace data center CPU is built on Arm's architecture, one of Arm's largest customers by revenue contribution.
• Qualcomm: Qualcomm licenses Arm's architecture for its mobile and PC chip designs, with an expanded Architecture License Agreement giving Qualcomm broader freedom to develop custom designs.
• Apple: Apple licenses Arm's architecture for its custom silicon across iPhone, Mac and other devices.
• Samsung Electronics: Samsung licenses Arm's architecture for its Exynos chips and uses Arm designs in its foundry services.
• MediaTek: MediaTek licenses Arm's architecture, which dominates its mid-range Android chip designs.
• Meta: Arm Holdings co-develops the Arm AGI CPU with Meta to optimize infrastructure for its family of apps.

Competition / Other

• Intel: Arm's architecture licensing model competes with Intel's x86 architecture for data center and client CPU designs, gaining ground as hyperscalers adopt Arm-based custom chips (Graviton, Axion, Cobalt) for power efficiency.