Arm
The instruction set of the AI data center's CPUs — licensed, not manufactured.
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Quotes are delayed/indicative; research only, never investment advice.
Arm designs the CPU architectures inside Grace, Graviton, Axion, Cobalt and most smartphone AI silicon; SoftBank owns about 90% of it. Its Neoverse line is how every hyperscaler got a custom server CPU without designing cores from scratch, and it has signalled ambitions to move up the stack toward chiplets and full designs.
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Record reviewed as of 2026-01-15 — see Methodology.