Arm Holdings ($ARM) podcast mentions
Per Ticker.id: 20 Arm Holdings ($ARM) mentions across 7 podcasts (30 days) — timestamped, verifiable quotes, updated 2026-10-06.
Um, and so we acquired them and we said, look, could you build us a slightly bigger card that actually could take all the network virtualization off and basically give us a bare metal server that has no virtualization on it, no VM virtualization, everything is through APIs on the card. And because we had this view that one, performance would be much better, resource, resource utilization would be better, it'd be, we do, we get security isolation and security isolation would be much, much better. And we tell people, you know, could then legitimately tell people we have no access to any of your VMs that are running there. And, and, um, and this has been a huge huge benefit for us for the last decade where frankly, like we have been leading and, and others have been kind of slow to do this because they, this is not a generalized thing that people can do. But, um, so we got to that and we basically said, look, we're, we're making a lot of progress here. Um, what if we take, you know, and there's a bunch of Arm cores that were on this offload card. And we said, what if we turn that into a server? Uh, and we did that first with Graviton. It was a very underpowered, um, very small server that we launched.
Matt Garman · The a16z Show · Building the Cloud for an Agentic World | AWS CEO Matt Garman · 2026-10-08Um, and, and customers were excited. They're like, ah, I'd love to have an Arm server. This is super interesting. And so we went down the path and, and Graviton, you know, and part of what we did is we looked and saw that there's the, the slope of, you know, Arm cores were getting faster.
Matt Garman · The a16z Show · Building the Cloud for an Agentic World | AWS CEO Matt Garman · 2026-10-08There's not going to be the use for that data center. And on top of that, even there is no proof that there is enough demand for even a quarter of the data centers being built. And already these data centers are taking way too long. It's taking like, it's very clear. Microsoft claimed they had 12 gigawatts of data center capacity. Bloomberg and I reported in two separate stories, they only have 2 gigawatts of AI capacity. So already we have these companies with these massive hordes of chips that are just not being turned on. I don't see how that doesn't work out to some form of minor or major depression in the tech sector. And considering that the S&P 500 is pretty much being held up by Microsoft, Google, Meta, Amazon, and, uh, Tesla to an extent, Nvidia really Broadcom, Micron, SK Hynix to an extent. These companies are intrinsically attached to the AI bubble. And then there's the one no one's talking about, Arm.
Ed Zitron · Monetary Matters with Jack Farley · Ed Zitron on Anthropic's IPO (S-1), AI Debt, and Counterparty Risk · 2026-10-01The reason I bring up Arm is because Masayoshi Son of SoftBank, which I think is the third largest company on the Japanese stock market, maybe the fifth behind SMBC and MUFG, the two banks that are invested in data centers. 80% of Arm is owned by SoftBank. Yes. So if Arm crashes, those margin loans that SoftBank has are going to get called, or SoftBank will have to start selling off Arm, which will create a catastrophic effect where people who invest in Arm will say, oh, I'm invested in SoftBank. Doesn't matter what Arm does, because if SoftBank selling off the stock, that's the actual thing moving it. I could go on and on, and I kind of have, but the point I'm making is There are all of these things that need to go perfectly for SoftBank to not face that.
Ed Zitron · Monetary Matters with Jack Farley · Ed Zitron on Anthropic's IPO (S-1), AI Debt, and Counterparty Risk · 2026-10-01Arm has to grow in perpetuity and OpenAI has to go public and OpenAI has to go public at a valuation that allows SoftBank to be able to use their stock, which they've already collateralized in another loan, as a means of raising more money. And then what? Because SoftBank, I think, has $40 billion, maybe more of debt that needs to be refinanced in the next year. Chunks of it from 2020 and 2021, where interest rates were lower. All of this is to say that there are so many things that need to go right. And people will say, I'm being a doomer, I'm being a doomer. Oh, you don't know. I've had to force myself. Do you think I wanted to learn about the bond market? The answer is yes. The moment I learned a little bit about it, I got addicted. It's awesome. But the thing is, I've had to grow my analysis so I could understand this. And I've done so because I've been trying to prove myself wrong. Because I don't want to be a doomsayer for the sake of doom. I think that's a boring job. I don't think it's an intellectual exercise. I think it's masturbatory. I've done this so that I can actually come at this with informed perspective.
Ed Zitron · Monetary Matters with Jack Farley · Ed Zitron on Anthropic's IPO (S-1), AI Debt, and Counterparty Risk · 2026-10-01And so you're saying that the token bill dwarfs the CPU bill? A lot of investors are bidding up CPU stocks, whether that's AMD or Intel, Arm, on the thesis that with the rise of truly agentic AI being used by the consumer level, not just enterprise, which has been going on for a year now, that it's going to cause a huge demand for CPUs. And you're not necessarily denying that, but you're saying that just the token costs themselves are just so much higher than the CPU bill, 20 times, 40 times, perhaps even 84 times higher than the CPU bill. So what are the investment implications of that thought, the fact that the token bill dwarfs the CPU bill?
Jack Farley · Monetary Matters with Jack Farley · Token Bill Dwarfs CPU Bill | Ben Pouladian on Meta's Muse, Anthropic S1, and Why All Roads Still Lead to NVIDIA · 2026-09-30And obviously the market is reading their CPU franchise as something that is going to grow into this huge, I don't know, $200 billion or $300 billion TAM by 2030. Which could happen. It's between AMD, Intel, and obviously NVIDIA and Arm. I mean, those are your CPU leaders. But at the same time, I have this belief, and maybe you've written about it a few times with your research, training has been somewhat ceded to NVIDIA, training the models, because you need heavy compute. So the battleground is obviously on inference, and we've spoken about this for. You have companies like Edge, Cerebras, Talus, D-Matrix, Google TPU, Trainium, or SambaNova.
Ben Pouladian · Monetary Matters with Jack Farley · Token Bill Dwarfs CPU Bill | Ben Pouladian on Meta's Muse, Anthropic S1, and Why All Roads Still Lead to NVIDIA · 2026-09-30So that's on the GPU side. And then on the CPU side, tell us your views on AMD versus NVIDIA as well as Intel and Arm, which not only owns the IP for fundamental chips, but is now designing their own chips as well. CPUs.
Jack Farley · Monetary Matters with Jack Farley · Token Bill Dwarfs CPU Bill | Ben Pouladian on Meta's Muse, Anthropic S1, and Why All Roads Still Lead to NVIDIA · 2026-09-30All right. So I got to know something that's really important. When I first heard about what was going on with GPU versus CPU, I was thinking it's going to be 1-1. Now I'm starting to think GPU 1, CPU 4. Hello, Bhutan. Might it said the CEO of Intel that maybe more CPUs. Is there a CPU explosion about to occur which would impact AMD, which would impact Arm Holdings, impact NVIDIA, as you just said, and impact Intel, is the CPU back and going to be bigger than any one of these that we talk about?
Jim Cramer · Squawk on the Street · 9AM HOUR: White House AI Summit Aftermath, PCE Inflation Gauge Holds Steady, CoreWeave CEO "First on CNBC" 9/30/26 · 2026-09-30Second, they're each in a new product cycle. Meta has Muse, its personal agentic AI platform that could potentially have several billion users. Personal assistants, whether for consumers or for the enterprise, are irresistible when they're cheap. News is free as long as you don't use it too much. I think Meta crushed it with this, and I bet it'll have much more market share than OpenAI, which remains niche compared to the house that Zuckerberg built. By the way, we're going to find out all about the impact of this huge new product tomorrow when we sit down with Meta's president, Dina Powell McCormick. You do not want to miss that. Muse, like so many other agentic devices, is a workhorse that runs on CPUs. There are only 3 major CPU companies: Intel, AMD, and Arm Holdings. This market is so big that it can use them all. Plus, Intel has a new foundry coming online with great specs, albeit not as great as Taiwan Semi.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 9/28/26 · 2026-09-28So I think there's too much risk to buy and hold right now, but I think there's a lot of opportunities in the resets that we're getting. And I think, you know, here we think about the different themes that are playing out and where, you know, what kind of greed the market could lean into next. And that's where Muse comes up, right? So Muse came out and it was like this huge big bang of Meta is making this revival moment. And, you know, Agentic AI, we had the first actually consumer face for Agentic AI. And, you know, we saw this Monday Intel, AMD, and Arm really fly on the sentiment of, you know, CPU demand is going to be much stronger. And so that's where we like to marry between the fundamentals and the sentiment. I think when the market gets, you know, too negative on names that have healthy fundamentals, that's where we see that, that attractive trade. And that's really how we're kind of guiding the tech contrarian community at the moment, because I think into the back end of the year, as all of these risks kind of build up on top of each other, I don't think it's, it's a moment to buy and hold any of, of the sector because it does become increasingly, I would say, risky.
Sarah Awad · Investing Experts · What will Micron's gross margin guide be? · 2026-09-27And so, yeah, so we have some of our names that we like longer term, midterm to long term, but for the overarching thing, since we're seeing it, you know, two staged, I would say first a correction in the supply chain and then a bubble pop next year. That's how we're kind of guiding our guys through the trudges there. And you were asking about anyone else that we're thinking about, and I think that out of this entire moment, the company that really comes to mind is Arm. And I know that we come back to Arm quite a bit, but I do think that their CPU is going to be the CPU of choice for this agentic AI moment. And that's what we're seeing in terms of the stock price reaction with Arm, in reaction to what Arm could potentially do. If we see this agentic AI moment really be adopted by the consumer. I think that it's still early to say as far as the consumer side of agentic AI. I think Muse is very nice, the charm device.
Sarah Awad · Investing Experts · What will Micron's gross margin guide be? · 2026-09-27