Arm's $2 billion in AGI CPU sales are still not enough to penetrate 5% of overall market share, analyst reveals — at least $90 million worth of CPUs to be shipped before FY2027
…Nonetheless, Cerebras, Cloudflare, F5, OpenAI, Positron, Rebellions, SAP, and SK Telecom plan to deploy the Arm AGI CPU for a variety of use cases that include agentic AI CPU workloads. These include…