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Arm reports Q4 revenue up 20% YoY to $1.5B, says AGI CPU demand will drive $2B in sales in 2027 and 2028, over 2x its prior guidance; ARM jumps 11%+ after hours (Michael Acton/Financial Times)

Techmeme
Techmeme

Michael Acton / Financial Times: Arm reports Q4 revenue up 20% YoY to $1.5B, says AGI CPU demand will drive $2B in sales in 2027 and 2028, over 2x its prior guidance; ARM jumps 11%+ after hours  —  SoftBank-backed UK group says its first in-house semiconductor has drawn strong demand  —  Arm shares jumped 10 per cent …