ARM Holdings just made history. For 35 years, ARM was a licensing company — selling IP blueprints to Apple, Nvidia, and Qualcomm. Now they're designing and selling their OWN chips.

The ARM AGI CPU is their first-ever production silicon, built specifically for AI inference in data centers — and it's already got Meta, OpenAI, and Cloudflare as customers.

In this episode, we break down:

What the ARM AGI CPU actually is and why it matters

How it stacks up against Intel Xeon and AMD EPYC Venice

Why ARM claims 2x performance per rack vs x86

The SoftBank problem — and why we're still not buying ARM stock

What this means for the CPU shortage in AI data centers

Co-designed with Meta, manufactured by TSMC on a 3nm process, and backed by 50+ ecosystem partners — this is a fundamental shift in ARM's business model and a direct shot at x86.

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Content is for general information and entertainment only — not individual investment advice. All investing involves risk.