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Arm Sees ‘Explosion’ in CPU Demand on AI Amid Smartphone Slump

Bloomberg Tech · May 7, 2026, 4:06 PM · Also reported by 2 other sources

Arm Holdings Plc Chief Executive Officer Rene Haas said the company is experiencing an “explosion of demand” for its CPU architecture driven by AI workloads in data centers, with orders doubling to $2 billion in just five weeks.

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Arm Sees ‘Explosion’ in CPU Demand on AI Amid Smartphone Slump

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