Arm Q2 data center royalties double year-on-year

The disclosure matters less for its magnitude than for its direction: Arm's royalty model is finally registering traction in data center silicon, a market where its architecture has historically played second fiddle to x86. Doubling without absolute figures leaves the real scale opaque, so the signal is momentum rather than size. The read-across touches chip designers and licensors positioning against entrenched architectures, and the open question is whether this growth reflects a broadening customer base or a narrow set of wins.