• Arm Holdings is trading 6.3% down at $259.45 today after its CEO reportedly flagged ongoing supply constraints for its AI-focused data center CPU, despite strong demand.
  • The company has secured manufacturing capacity for only $1 billion of a projected $2 billion in demand for its new datacenter chip in fiscal years 2027 and 2028.
  • This reiteration of supply bottlenecks by the CEO today has heightened investor concerns about near-term growth and margins.