Arm readies AGI CPU shipments, eyes 3Q stream in fiscal 2028

<p class="P1" data-sourcepos="5:1-5:382;109-490">Arm Holdings is preparing its first self-designed data center CPU, the Arm AGI CPU, for shipments by the end of calendar 2026, and expects silicon sales to become a separately reported revenue category in fiscal 2028. The change would give Arm a third reported revenue line alongside licensing and royalties as it expands from supplying processor designs to selling complete chips.