Arm Holdings

Enterprise

Arm Forecasts Revenue Above Expectations on AI Data Center Surge
Byswgoettelman May 7, 2026

Arm Holdings forecasts revenue above expectations, citing surging AI data center demand. Its chip architecture underpins AI hardware from Amazon, Google, Microsoft & NVIDIA. #AI #Semiconductors

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Enterprise

SoftBank Eyes $100B U.S. IPO for AI and Robotics Spinout ‘Roze’
Byswgoettelman April 30, 2026

SoftBank plans to spin out an AI & robotics company called ‘Roze’ for a ~$100B U.S. IPO — potentially one of the largest AI-related listings ever. Via CNBC/FT.

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