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According to Golden Ten Data on May 7, thanks to large-scale investments in AI computing by technology companies, the adoption rate of Arm (ARM.O) chip technology continues to rise. The company on Wednesday forecasted its first fiscal quarter revenue would reach $1.26 billion, surpassing the market expectation of $1.25 billion. Arm CEO Rene Haas said, “We are very optimistic about the demand for data centers,” adding that this quarter saw “a rather substantial increase in data center-related royalty revenues.” Earlier this year, Arm launched the AGI CPU, a data center chip designed to handle the large-scale data processing required by certain types of AI. On Wednesday, the company announced that it had secured $2 billion in customer demand for this processor for fiscal years 2027 and 2028.

Based on its strong initial performance, the management has announced an upward revision of the full-year outlook for 2026. At constant exchange rates, the median guidance for net sales and adjusted EBITDA for the full year has been raised, reflecting the company’s confidence in sustained growth momentum. This positive adjustment is attributed to stable market demand and ongoing improvements in operational efficiency.

According to the latest data, in March alone, geopolitical headwinds led to a reduction in company revenue by approximately $20 million to $25 million. This impact mainly stems from the chain reaction of conflicts in the Middle East affecting the digital advertising market. Advertisers generally cut marketing budgets during periods of turmoil, putting direct pressure especially on social media platforms that rely on advertising revenue. As a company that mainly profits from advertising, Snap is particularly sensitive to changes in the geopolitical environment. Notably, the disclosed financial impact only reflects data from March, and the total impact throughout the first quarter may be more complex. The company is closely monitoring the situation and actively adjusting its business strategies to address potential risks.