On November 4, Arm announced its fiscal 2027 second-quarter results. Revenue for the quarter ended September 30 reached $1.44 billion, up 27% year-over-year and a record for its second fiscal quarter. License and other revenue came in at $773 million, up 50% year-over-year, while royalty revenue was $670 million, with data center-related revenue doubling year-over-year. GAAP operating profit was $201 million, and non-GAAP operating profit was $638 million. Arm said AI demand continues to drive growth of its computing platform, with partners reporting that Arm-based chip shipments exceeded 10 billion units for the first time. The company expects Arm's share of the server market among major global hyperscalers to exceed 60% by the end of 2026. In addition, Arm has raised its revenue expectations for AGI CPUs in fiscal 2027 and 2028 to as much as $2 billion, with initial commercial deliveries planned for the fourth quarter of fiscal 2027.