AI EXPOSURE
Arm Holdings
Collects a royalty on the host processor sitting beside the accelerator, which is why its data centre royalties doubled in a year. It has reorganised the company into three AI domains and still reports revenue for none of them.
Not disclosed
Quarterly royalty revenue: $715m in the quarter to 30 June 2026, up 22%, with data centre royalties more than doubling year over year
7 blocks locked
allfacts.ai