ARM's CPU market share will increase from 17-18% to 40-50% due to strong partnerships with major tech companies.

This is why people are so excited about it, because it uses x86 architecture , meaning you don't pay ARM licensing fees. ARM's stock has risen significantly today thanks to companies like Apple, which are also benefiting from the development of its processors.

By the way , remember that OpenAI bought tens of thousands of Apple Mac Studio and Mac mini computers to develop genomic AI. OpenAI bought them from Apple , and ARM licenses the processor architecture on which these processors are programmed.

As a result, its stock rose 17% today. Not as much is said about ARM compared to AMD.

So, we have AMD, Intel, ARM, Apple, and of course, Meta, which is leading this massive evolution today.

I don't mean to belittle Intel; it's simply a comparison. However, ARM also has a very high profit margin, likely reaching around 17-18% of the total CPU market, and I believe it will increase to 40-50%.

The competition between AMD and ARM will be fierce over the x86 architecture, as ARM is the preferred choice for Apple and Nvidia, and will likely remain so, as they strive to dominate the CPU market.

Regarding partnerships, which is truly interesting, we have a partnership between Apple and Nvidia with ARM, and Google is working on an Exxon chip with processors.

AWS's Graviton, and Microsoft's Cobalt all rely on ARM processors. ARM also collaborates with Broadcom and Qualcomm, and has extensive partnerships.

We've talked about Intel. We've talked about ARM. We've talked about Nvidia's $20 billion CPU forecast, which is a positive. We've talked about ARM.

and also for ARM.