TrendForce projects server CPU shipments will grow over 40% year-over-year in 2027. ARM-based processors are expected to continue gaining market share. The growth of AI agents drives demand for server CPUs. This provides momentum for Arm's architecture in the x86-dominated market.
Arm hired Dagan Mishoulam, Rivian's former Chief Strategy Officer. He will serve as its new Vice President of Strategy and Partnerships for Physical AI. This move signals Arm's focus on expanding its technology into new AI applications.