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ARM could see meaningful revenue gain from Vera CPU, ivana delevska notes
ivana delevska, founder and CIO at SPEAR Invest, highlights that ARM's recent moves are strategic following NVDA's comments about Vera CPU reaching $20 billion in F27.
She notes that with ARM receiving a portion of this and its current $5 billion revenue base, the impact could be significant.
Delevska recently noted that AI hardware is attracting investment flows due to its appealing risk-reward profile, while cybersecurity valuations may have bottomed, according to her recent comments. She has also described NVIDIA's latest earnings as a critical moment for those tracking agentic AI developments as the Rubin ramp progresses, as reported in a previous analysis. These earlier remarks provide context for her current outlook on ARM's role in the AI hardware sector.
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