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Lest there be any doubt, it's the rapid adoption of generative AI that represents Arm's biggest opportunity. While graphics processing units (GPUs) from Nvidia do much of the heavy lifting, they're not alone. For example, Nvidia's GH200 Grace Hopper Superchip, which combines the capabilities of CPUs and GPUs working in unison, contains 144 of Arm's latest version 9 (V9) CPU cores. Nvidia isn't the only one: Microsoft designed a new AI server chip that incorporates more than 100 Arm cores.

https://www.fool.com/investing/2024/03/03/is-it-too-late-to-buy-arm-holdings-stock/

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