x86 vs Arm – Data Centres, IoT & Automotive

  • Public Equity
  • TMT
  • Europe

SoftBank’s Arm is seeking the largest Nasdaq IPO in almost two years, targeting a valuation of $60-70bn despite flat revenue and declining net profit.

Third Bridge has been monitoring the company’s IPO prospects since February 2022, providing investors with early-stage, predictive intelligence on Arm’s growth prospects. Gain access to these critical insights through our comprehensive coverage. 

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Former C-level Executive at Arm


  • Overview of processor landscape dynamics, highlighting Arm architecture vs x86 in areas such as data centres, IoT and automotive
  • Areas where Arm remains ahead and areas where share is receding to x86
  • Positioning within the AI landscape over next 3-4 years
  • Challenges for licensing/industry sentiment on custom architecture


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