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Pierre FerraguÊ
  • Pierre FerraguÊ

ARM: Cloud and AI will contribute more to growth than smartphones goin...

We upgraded Arm this morning. Datacenter is set to contribute meaningfully to growth, supporting an acceleration to a ~25% revenue CAGR over the next five years. Today’s one-slider breaks down the key drivers.

Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri
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