Arm Stock Surges 20% as Company Projects $15B Annual Revenue from AGI CPU by 2031

CNBC·high signal

Arm shares jumped 20% on Wednesday after CEO Rene Haas projected the AGI CPU alone will generate $15B in annual revenue by 2031, with total company revenue of $25B and EPS of $9 — a sixfold increase from $4B in FY2025. This represents a historic business model shift: Arm moves from pure IP licensing to selling its own silicon, capturing chip-level margins for the first time. The stock move signals Wall Street believes custom AI silicon is a massive growth vector.