Arm (ARM) US stocks rose more than 10% before the market, and the large-scale expansion of Nvidia's product line brought a major royalty tailwind

Comparative news, according to Bitget market data, Arm (ARM) US stocks rose more than 10% before the market. According to market analysts, the rise was mainly driven by expectations of continued expansion of NVIDIA's AI infrastructure investment. As Nvidia promotes the construction of AI data centers, AI servers, and next-generation high-performance computing platforms, the market's expectations for an increase in the penetration rate of ARM architectures in data center CPUs, edge computing, and AI terminals have been further strengthened.

When speaking at GTC Taipei 2026, Wong In-hoon announced three new Windows product lines, covering notebooks, desktops, and workstations, all of which are 100% Windows compatible and 100% CUDA and Tensor Core support. Wong In-hoon revealed that Vera Rubin has now been fully mass-produced, and the number of orders for Vera CPUs has made it the fastest and most successful product launch in Nvidia's history.

According to reports, ARM is a chip IP licensing giant, and many high-end CPUs (including some of Nvidia's product lines) will use the ARM architecture, and Nvidia's large-scale CPU expansion will directly lead to an increase in royalty revenue (royalty). Investment banks such as Jefferies clearly state that this is a major royalty exhaust for ARM.