Arm Holdings’ IPO will tell us how much AI hype matters

In the filing, Arm says it has had trouble getting timely information from Arm China, its Chinese partner, and that it is currently late on payments.

It also says it does not have a direct AI business but rather helps companies design chips that integrate AI with everything else.

This may put Arm in a good position to benefit from the various attempts to compete with Nvidia’s AI chips.

I love a circus, and the Arm IPO is kinda looking like a P.T.I.F.O.” According to the description of his interest in investing in technology, Arm argues that sentiment matters because so much of Arm’s AI potential lies in the future.

He sees the IPO as being like a Pandora’s box.

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