Core Viewpoint - Arm Holdings plans to integrate NVIDIA's NVLink technology into its AI data center chip designs, strengthening the collaboration between the two influential semiconductor companies [1] Group 1: Company Developments - Arm will incorporate NVLink into its Neoverse platform, enhancing its chip designs and aiming to increase revenue by exploring profitable markets beyond smartphones [1] - Under CEO Rene Haas, Arm is providing more comprehensive chip designs to customers, indicating a strategic shift [1] - The integration of NVLink allows semiconductor chips to share information through high-speed connections, facilitating the breakdown of large computing tasks [1] Group 2: Market Position and Competition - Arm is making progress in the data center market, capturing market share from Intel's Xeon processors, which previously held a 99% market share [2] - The collaboration between Arm and NVIDIA is expected to solidify NVLink's position as an industry standard [2] - Arm aims to sell its Neoverse technology to more hyperscale operators, targeting a market share of 50% [2] Group 3: Upcoming Events - NVIDIA is set to announce its quarterly earnings, which will provide insights into its growth trajectory and the status of large-scale AI computing developments [2]