Arm Doubles AGI CPU Revenue Forecast to $2 Billion by 2028 as OpenAI, Cerebras, and Hyperscalers Pile Into Agentic AI Orders

Arm's AGI CPU has seen explosive demand amidst the Agentic AI boom, as the company now reports double the revenue by 2028.

Arm Says Its AGI CPU Demand Is So Massive That It Has Doubled Its Revenue Estimates To Over $2 Billion by 2028

In March, Arm launched its AGI CPU, which is specifically designed to address the growing Agnetic AI needs. Unlike traditional x86 solutions, the AGI CPU is based on the Arm architecture, which has been gaining momentum in the data center segment. The move was seen as a big deal for Arm, which switched from an IP provider to a silicon provider.

Back during the Arm event, the company had estimated around $1 Billion in chip revenue from the AGI CPU, but in its latest earnings results, the company is now expecting over $2 Billion of AGI revenue by FY 2028, double what was stated during the event.

The revenue jump comes from increased customer demand and positive response around the AGI CPU. Arm states that major firms such as OpenAI, Cerebras, Positron, and Rebellions will integrate Arm's AGI CPUs alongside additional compute capacity from accelerators. AI cloud providers are also lining up for AGI supply with Vera, a European company, being one of the spotlights. In addition to deployment across various firms, the AGI CPUs are also available in commercial systems, and ready to order from OEMs such as ASRock, Lenovo, Quanta, and Supermicro.

• Customer response to the Arm AGI CPU is already strong, with more than $2 billion of customer demand across FYE27 and FYE28 – more than double what was stated at Arm Everywhere.
  • Cerebras, OpenAI, Positron, and Rebellions are integrating the Arm AGI CPU alongside accelerator-based systems. 
  • Verda, a European AI cloud provider, recently announced that it will deploy the Arm AGI CPU for agentic AI orchestration. 
  • Commercial systems based on the Arm AGI CPU are now available to order from ASRock, Lenovo, Quanta, and Supermicro.

Arm also says that given the momentum around its AGI CPUs, and other firms expanding their compute ecosystems with Arm-based chips, Arm's market share of CPU compute has increased to 50% among the top hyperscalers such as Amazon, Google, and NVIDIA.

The launch of the Arm AGI CPU marks a new chapter for the company: expanding the Arm compute platform into production silicon. Customers can now consume the Arm compute platform using IP, Compute Subsystems, and silicon, all while maintaining a common architecture and software ecosystem.

Arm 

Total Arm CPU shipments as of 2026 amount to 350 billion chips and over 22 million developers, forming a robust ecosystem of Arm-based solutions that power the Edge and Physical workloads.

Follow Wccftech on Google to get more of our news coverage in your feeds.