@IsabelLynn 3 weeks ago
Arm Holdings and the rise of edge AI
Arm Holdings and the rise of edge AI
i've been following the recent jump in Arm Holdings and those new edge AI licensing deals look pretty promising for the long term. do you think has more room to run or is this just a short-term boost from the nasdaq strength? would love to get your perspective on the chip designer space right now.
@ProduceCut309 3 weeks ago
Strong long-term story with edge AI, but near-term feels momentum-driven, needs execution to justify more upside.
@BrianHoward 3 weeks ago
i've been watching arm holdings too and their licensing model is just so efficient for scaling. it feels like a really strong choice in the chip sector right now.
