Arm Projects Up to $2 Billion in AGI CPU Revenue Across Fiscal 2027 and 2028

Arm management projects up to $2 billion in AGI CPU revenue across fiscal 2027 and 2028, shifting the chip’s outlook from customer demand and production capacity to potential sales. The company expects shipments to begin in fiscal fourth-quarter 2027. Purchase orders from multiple customers extend through calendar 2027, and improved supply visibility has increased management’s confidence in the outlook. Arm previously cited more than $2 billion in customer demand for the chip across fiscal 2027 and 2028, while secured manufacturing capacity supported a $1 billion opportunity over those years.

Source: TokenPost