Arm Total Design for Physical AI brings 80+ companies together to build, validate and scale optimized physical AI solutions on Arm. One of the first initiatives: a Robotics Capability Framework to help create a common language for robotics.

Arm’s $300 billion valuation is giving it more firepower for acquisitions as it expands from licensing chip designs into selling AI chips. Read our Q&A with Arm CFO Jason Child:

ARM AND SOFTBANK JUST TRIED TO BUY AI CHIPMAKER CEREBRAS BEFORE THE IPO Cerebras turned them down. The full picture, per Bloomberg: The approach: • Arm Holdings $ARM and majority owner SoftBank made a preliminary acquisition approach weeks before the IPO • Cerebras rebuffed the offer • Representatives for all three companies declined to comment The IPO is happening anyway: • Cerebras expected to price today at $185 per share, above the marketed $150-$160 range • 30 million shares in the offering • Order book was 20x+ oversubscribed • On track to be the biggest IPO of the year so far, rivaling Arm's own record semiconductor IPO in 2023 Why the strategic interest: • SoftBank has been increasing its chipmaking exposure (acquired Ampere Computing for $6.5B late last year) • Arm is pivoting from licensing-only to offering its own chip lineup for the first time • Arm shares are roughly +100% YTD on AI data center optimism Why Cerebras held out: • Founder and CEO Andrew Feldman is positioning the company as a direct NVIDIA $NVDA challenger • Technology: giant chips made from a single disk of silicon (vs typical small chips from one wafer) • OpenAI is a customer and released a model trained on Cerebras chips earlier this year

Arm and @RedHat are expanding their collaboration to advance agentic AI infrastructure! By combining Arm AGI CPUs with Red Hat’s open source platforms we're enabling scalable, efficient performance for Agentic AI systems that plan, reason and act across cloud and on-prem environments. 🚀