L2 · ChipsCPU / IP⬦ ChokepointUnited KingdomARM

Arm Holdings

CPU instruction-set and IP licensor underpinning most custom AI-server silicon

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Full file coming soon. Arm Holdings's links, deals and figures below are what the graph holds today.Not collected yet: 360, Money, Investors, Market share, People and hiring, Legal, News and events, Earnings calls. Anthropic is the first complete company file (people, investors, legal, hiring, birth to now); other companies follow one at a time. Open Anthropic's file

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L2 Chips · CPU / IP · ARM · United Kingdom · chokepoint

Arm Holdings

CPU instruction-set and IP licensor underpinning most custom AI-server silicon

RSS
Links
18
Deals from filings
0
Exposed if it fails
11
40 within 2 steps
It depends on
3
16 within 2 steps

No company file yet: revenue, customers and other figures appear here once they are taken from its filings.

The group

1 unit · where each sits in the stack
UnitLayerTypeLinksDeals
L2 ChipsCPU / IP6·

What it is

Arm licenses the CPU instruction-set architecture and core IP (Neoverse for servers) that underpins Nvidia Grace, AWS Graviton, Microsoft Cobalt, Ampere, and most custom AI-server CPUs, making it a near-ubiquitous foundation of the AI stack. Majority-owned by SoftBank, Arm collects royalties on billions of chips and in 2025 pushed toward Compute Subsystems (CSS) and its own chip ambitions. Its IP is a soft chokepoint: nearly every non-x86 accelerator host CPU depends on an Arm license.

Key facts

from its map entry
Business
CPU ISA + Neoverse server core IP
Powers
Grace, Graviton, Cobalt, Ampere CPUs
Owner
SoftBank (majority)
2025 push
Compute Subsystems (CSS), own silicon

Pick a link to move the graph there: · · · · · · ·

Connections18 links

Pulled 28 Oct 2026 · AI Systems Map links

Its suppliers

2

Who depends on it

10

Backed by

1

Partners

1

Rivals

2

Designs

1

Compare two: what Arm Holdings shares with another entity

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Data sources2 sources

SourceFeedsData datedPulledPulled againStatus
Market quote (Yahoo Finance, unofficial)36030 Oct 202630 Oct 2026, 12:46 EDTdailyfresh
AI Systems Map links18 links; built July 2026, deals re-checked against filings 27 to 28 Oct 2026Connections·28 Oct 2026when the map is reviewedhand-built; deals checked against filings

Times are New York time. Free sources are pulled on the schedule shown by the pipeline runner (data/corpus/run_pipelines.py), which logs every run; paid sources run only with the owner's yes; filings and newsroom pages are re-read when a new document is filed.

Links come from the AI Systems Map ontology. Deals carry the filing's own wording and a quote, checked against the document; latest source 2026-10-26. Not investment advice.