Arm’s 'AI tollbooth' keeps ringing, but SoftBank’s 16% sales slice is the tell

thestreet.com/economy/arms-ai-tollbooth-keeps-ringing-but-softbanks-16-sales-slice-is-the-tell

Bank of America’s AI bull case on British semiconductor and software design company Arm is straightforward:
The mechanics underlying such a call are really strong. As Arm-based CPUs transition from Nvidia's GB200 to Google's Axion and Microsoft's Cobalt, data-center revenue is growing by…

This story appeared on thestreet.com, 2025-11-10 16:03:00.
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