By Simply Wall St
Publication Date: 2026-04-15 10:02:00
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Arm Holdings (NasdaqGS:ARM) has agreed to work with SK Telecom and Rebellions on AI inference infrastructure built around Arm’s new AGI CPU.
The company has also entered into a partnership with IBM to co develop dual architecture hardware focused on enterprise AI and data intensive workloads.
These alliances expand Arm’s reach into sovereign AI data centers and enterprise AI infrastructure across telecom and global markets.
For investors watching NasdaqGS:ARM, these moves come as the stock trades at $161.22, with returns of 12.1% over the past week and 39.3% over the past month. The shares are also up 40.5% year to date and 55.3% over the past year, which puts fresh attention on how new partnerships might influence Arm’s role in AI and cloud infrastructure.
The SK Telecom, Rebellions and IBM…
