Arm Holdings plc logo
Nasdaq: ARM · expanding
Compute infrastructure
PROBABLE

Arm Holdings plc

A compute-platform and semiconductor-IP supplier whose architectures run AI workloads from edge devices to data centers.

Compute infrastructureAI supply chainSemiconductorsOfficial website

Research candidate, not an investment rating. Identity and classification reflect a bounded evidence snapshot observed Jul 26, 2026.

VCAI-RC-0012-EXP-01
External market projection

ARM market context

Close Aug 4, 2026 · Yahoo Finance chart endpoint
$280.56
Latest close
+17.36%
1 day
-11.01%
30 days
+104.45%
1 year
$452.70
52w high
$100.02
52w low
External end-of-day market projection. It is not canonical company knowledge and may be delayed or corrected by the provider.Source projection
Regulator-sourced financials

SEC financial snapshot

CIK 0001973239 · Semiconductors & Related Devices
Latest annual · 20-F

Period ended Mar 31, 2026 · filed May 26, 2026

Open filing
$4.9B
Revenue
$4.8B
Gross profit
$900M
Operating income
$904M
Net income

Values are issuer-filed XBRL facts retrieved from SEC EDGAR. Missing concepts remain Unknown; non-GAAP values are not substituted.

Explainable company intelligence

What makes this an AI company—and what changed recently.

AI roles are presented as source-anchored research interpretations. The document stream is regulator-primary, but a filing’s existence does not prove the claims contained inside it.

AI Exposure Ledger

Role evidence, not a proprietary investment score

2 dimensions

Compute infrastructure

Primary classified role
REAL-014-EXP-01

The issuer supplies compute, cloud or accelerated infrastructure used for AI workloads.

Evidence basis

Arm’s annual filing identifies AI workloads across devices, vehicles, cloud infrastructure and AI data centers.

Anchors: SRC-REAL-014-A · SRC-REAL-014-B

AI supply chain

Material supporting role
REAL-014-EXP-02

The issuer participates materially in the operating supply chain behind AI systems.

Evidence basis

Its business remains an IP and compute-platform model, making Arm an enabling layer rather than a model provider.

Anchors: SRC-REAL-014-A · SRC-REAL-014-B

Why it is in the map

01

Arm’s annual filing identifies AI workloads across devices, vehicles, cloud infrastructure and AI data centers.

02

Its business remains an IP and compute-platform model, making Arm an enabling layer rather than a model provider.

Evidence chain

These sources support the issuer/listing and AI-exposure assessment. First-party evidence proves attribution—not independent truth.

What would trigger a review

  • New Form 20-F or material licensing-model change.
  • Material change to AI compute products or production silicon strategy.
  • SoftBank ownership or listing-status change.