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Arm Shares Surge on New AI Chip Revenue Forecast

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Arm Holdings shares jumped sharply after the company projected that its upcoming AI-focused data center chip could generate billions in annual revenue.

The stock surged about 20%, while rivals such as Intel and AMD also gained, reflecting broader optimism around CPU demand driven by artificial intelligence.

Arm expects the new chip to deliver roughly $15 billion in yearly revenue within five years, signaling a major shift in its business model. Traditionally focused on licensing chip designs, the company is now moving more directly into chip development.

The new processor is designed for “agentic AI,” a more advanced form of artificial intelligence that can perform complex, multi-step tasks with minimal human input. This shift aligns with growing industry demand for inference computing, where AI systems generate real-time responses and actions.

The announcement underscores how the AI boom is expanding beyond graphics processors—dominated by Nvidia—to include central processing units as a critical component of next-generation infrastructure.

Analysts expect Arm’s server CPU business to become a dominant revenue driver in the coming years, potentially overtaking its traditional smartphone segment as AI workloads reshape the semiconductor market.

Dell Revives XPS Brand With New Laptops to Regain PC Market Share

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Dell has brought back its XPS laptop lineup, reversing a decision made last year to retire the premium brand, as it seeks to revive demand in a sluggish global PC market.

Unveiled at the Consumer Electronics Show, the new XPS 14 and XPS 16 are Dell’s thinnest laptops yet, with plans to introduce a lighter XPS 13 later this year. The move follows what Dell executives described as “very broad” feedback from partners and customers who favored the XPS name.

Chief Operating Officer Jeff Clarke acknowledged the misstep, saying Dell had been wrong to abandon the brand when it consolidated products under the Dell and Dell Pro labels.

The revived XPS models target the premium segment, where Dell faces stiff competition from HP and Lenovo. Prices start at $2,049.99 for the XPS 14 and $2,199.99 for the XPS 16 in the U.S. and Canada.

Both laptops use Intel’s Core Ultra Series 3 processors with integrated Arc graphics, which Dell says significantly boost AI and graphics performance over prior generations.

Dell also said it is simplifying its branding strategy, keeping entry-level and mainstream devices under the Dell name, premium systems under XPS, and gaming products under Alienware, as it looks to better position itself in a crowded PC market.

Nvidia Completes $5 Billion Intel Share Purchase Under September Deal

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Nvidia has finalized the purchase of Intel shares worth $5 billion, completing a transaction first announced in September, according to a regulatory filing released on Monday. The investment represents a significant strategic and financial move involving Intel, which has faced mounting financial pressure in recent years.

Under the terms of the agreement, Nvidia paid $23.28 per share for Intel common stock. In total, the AI chip leader acquired more than 214.7 million shares through a private placement. The deal positions Nvidia as one of Intel’s largest shareholders and is widely interpreted as a critical financial boost for Intel, whose balance sheet has been strained by years of strategic missteps and heavy spending on manufacturing capacity expansions.

Intel has invested aggressively in domestic chip production in an effort to regain technological leadership and reduce reliance on overseas manufacturing. While these investments align with long-term industry and national security goals, they have significantly increased capital expenditure and pressured near-term profitability. Nvidia’s investment provides Intel with fresh capital at a moment when liquidity and investor confidence are key concerns.

The transaction has already cleared regulatory scrutiny. U.S. antitrust authorities approved the deal earlier this month, with confirmation posted by the Federal Trade Commission. This clearance removed one of the final obstacles to completing the agreement.

Market reaction was muted. Nvidia shares fell 1.3% in premarket trading following the disclosure, while Intel’s stock remained largely unchanged, suggesting investors had already priced in the deal since its announcement in September.