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“it looks like we got from um it looks like this is uh wait this article might be interesting. Hold on a second. And it says, "ARM's new AGI CPU turns it from licensing story into a chip seller with Meta at its first um or as the first big test."”
“the full chiplet expands ARM holdings TAM from around 2.4 billion in royalties $2.4 billion in fiscal 2026 to about hundred billion in full chiplet in fiscal 2027, the analyst stated, which is wild.”