Arm Slides as Tepid Outlook Fuels Concerns Over AI Slowdown

  • Chip designer has been seen as key beneficiary of AI boom
  • CEO says company remains confident in long-term growth

Integrated circuit microchips designed by ARM.

Photographer: Chris Ratcliffe/Bloomberg
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Arm Holdings Plc shares tumbled after the chip designer gave a lukewarm revenue forecast for the fiscal year, raising concerns that the tech industry’s artificial intelligence spending spree is slowing.

For fiscal 2025, which ends next March, revenue will be $3.8 billion to $4.1 billion, the company said WednesdayBloomberg Terminal. Profit will be $1.45 to $1.65 a share. Analysts were predicting a total of $4.01 billion — representing a gain of 26% — and a profit of $1.53 a share.