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Arm Expects AGI CPU Revenue Start in FY2028, About $15B by FY2031

Arm Holdings logoArm Holdings
Sig1.70Sen+2.90Env0.00Soc0.00Gov0.00

Arm management expects AGI CPU revenues to begin in fiscal 2028 and accelerate to about $15 billion by fiscal 2031. The company says the AGI CPU push should not displace its existing IP and Compute Subsystems operations, preserving current economics. Execution will matter given the steep scale-up assumed after sales begin, with Zacks rating the stock a Hold.

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