智通财经APP获悉,近日,ARM(ARM.US)召开了2026财年第一季度的财报电话会。公司提到,云计算领域,超7万家企业在Arm Neoverse数据中心芯片运行人工智能工作负载,同比增长40%,自2021年激增14倍。去年Arm在超大规模数据中心的市场份额约18%,今年预计接近 50%。目前公司正在开发的许多小芯片(chiplets)大多基于 Arm 的知识产权(IP),而且已通过 Arm ...
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