Arm AGI CPU Sends Stock Up 16%: First In-House Chip Targets $15B Revenue by 2031 with Meta, OpenAI, Cerebras as Partners

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Arm's first-ever production silicon — the 136-core AGI CPU built on TSMC 3nm with Neoverse V3 cores at up to 3.7 GHz boost within 300W TDP — triggered a 16% stock jump after the company projected $15B in AGI CPU revenue alone by 2031. Beyond co-development partner Meta, Arm confirmed commercial commitments from Cerebras, Cloudflare, F5, OpenAI, Positron, Rebellions, SAP, and SK Telecom, with Citi calling it 'the most significant shift in the company's history.' Arm claims 2x+ performance per rack vs latest x86 platforms.