Gravity

GROSS — the ISA under ~99% of smartphones + datacenter (Grace/Graviton) + auto/IoT; device value dependent on Arm designs ~$1T+/yr. INVERSE profile: tiny capital, planetary gravity.

med confidence · as of 2026-07-26 · about Arm

Sourced figures 2

kestrel board.yaml arm gravity axis ISA under ~99% of smartphones + DC (Grace/Graviton) + auto/IoT; device value ~$1T+/yr
2026-07 med
stockanalysis.com ARM income statement FY2026 revenue $4.92B captures only the royalty/license slice, not the device value it enables
2026-03 high

the working

Threads 1

Arm Royalty Regime open

A claim is one metric we assert about a node — the value is the summary, this page is the receipt. Sourced from kestrel; supersedes-history not yet shown. Back to Arm.