Group 1 - The company has announced a significant strategic partnership with Meta, focusing on data centers and associated software stacks [1] - The partnership involves a shift towards ARM architecture in data centers for both general-purpose and accelerated computing, particularly for AI applications [2] - Meta's new products, including AR glasses and wristbands, are ARM-based and incorporate AI, with expectations of selling millions of units by the end of 2026 [2] Group 2 - The integration of AI is occurring both in the cloud and locally on devices, with a need for a consistent software stack across platforms [3] - ARM technology is positioned as essential for enabling the seamless operation of AI across wearables and cloud environments [3]