Key Points Arm is strengthening its global supply chain network. A lucrative opportunity to satisfy the world's growing need for data center processors awaits. 10 stocks we like better than Arm Holdings › Shares of Arm Holdings (NASDAQ: ARM) jumped on Thursday after CEO Rene Haas said he believes the semiconductor designer is on track to generate $2 billion from its new artificial intelligence ( AI ) chip. Image source: The Motley Fool. Missed AI’s "Act 1"? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our analysts, we’re only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout.
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