[Computex 2025] Arm Outlines Its AI Strategy – New Armv9 CPU & GPU Previewed

In the Computex 2025 keynote, Arm showcased its commitment to driving AI development across its global ecosystem, emphasizing its role in enabling the next generation of AI across cloud and edge environments. To date, more than 310 billion chips based on its architecture has been shipped powering devices in all shapes and sizes, ranging from gadgets to datacenters.

Arm Computex 2025 Recap

During the keynote, Chris Bergey, Senior Vice President and General Manager of Arm’s Client Line of Business, presented alongside executives from MediaTek and NVIDIA to highlight its growing presence in AI computing. Bergey noted that the scale and pace of AI development has accelerated rapidly, with its platform increasingly central to enabling power-efficient and scalable AI solutions.

The chipmaker says nearly half of all server chips shipped to top hyperscalers in 2025 are projected to be Arm-based – companies like AWS, Google, and Microsoft are expanding their Arm-powered infrastructure to handle energy-intensive AI training and inference tasks. NVIDIA’s Grace CPU is also a big part of this equation given its dominance in the AI market, and it is already in use by various high-performance computing centers for improved energy efficiency.

The chipmaker boasts 99 percent of smartphones running on Arm-based designs, and the architecture’s recent venture into PC space has seen decent success, where it is expected to power 40 percent of devices shipped in 2025. MediaTek’s Kompanio Ultra SoC for Chromebook Plus devices is among the chipsets to continue making inroads on the PC market long dominated by the x86 duopoly (i.e. Intel and AMD).

Arm also previewed its next flagship CPU codenamed Travis, built on the Armv9 architecture – it is expected to feature double-digit performance uplift and support for the latest Scalable Matrix Extensions, offering “multi fold” increase AI performance; additionally, the chipmaker’s next-generation Mali GPU (codenamed Drage) will be focusing on “more sustained performance” for extended gaming sessions.

Pokdepinion: Looking forward to what’s next on the consumer side of things.