Skip to content
Truth & Consequences

Is Arm’s IPO This Year’s Best AI Play?

Arm launched the roadshow for its blockbuster IPO this week. It's time to question analysts who say Arm can ride on Nvidia's coattails.
Is ARM’s IPO this year’s best AI play?

Share This Post:

By Ron Wilson

What’s at stake:
Arm’s public offering could be a chance to invest in the explosive growth of artificial intelligence. Or investors could be buying into a total misunderstanding of Arm and what it does — whether AI takes off or not.

No recent tech IPO has stirred as much discussion as Softbank’s plan to float about ten percent of Arm Ltd. on the US NASDAQ exchange. Although Softbank has quietly backed off from their initial suggestions about an offering price, the figures still imply earnings growth close to that of Nvidia. That is, astronomical.

This is great stuff. Let’s get started.

Already have an account? Sign in.