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Sep 9, 2026Arm Holdings (ARM) - the CPU IP underneath every AI chip, and how the v9 royalty stepup works
+213% YTD on a thesis that every AI chip - NVIDIA Grace, AWS Graviton, Apple M-series, Google Axion, MSFT Cobalt - pairs with an Arm v9 core. This piece walks the IP licensing model, the v9 royalty st
Sep 9, 20269 min read0 reactions0 comments