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.
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The company has also entered into a partnership with IBM to co develop dual architecture hardware focused on enterprise AI and data intensive workloads.
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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…