Arm has projected first-quarter revenue of $1.26 billion, exceeding market expectations of $1.25 billion, driven by increased demand for AI data center technology. CEO Rene Haas highlighted significant growth in data center-related royalty revenue, reflecting the company's strategic focus on AI computing. Arm recently launched the AGI CPU, a chip tailored for AI workloads, and announced securing $2 billion in customer orders for fiscal years 2027 and 2028.