Overview

• The Information reported that OpenAI is in talks with Arm to use an Arm‑designed CPU in its AI server stack for general computing alongside GPUs.
• The CPU is described as being built by TSMC and paired with an OpenAI–Broadcom accelerator under a setup in which OpenAI leads design while Broadcom handles development and deployment.
• Early samples are reportedly under test, and the Broadcom‑designed AI chip is targeted for production in late 2026.
• Arm shares jumped 11.07% Monday to $171.94 and rose about 2.5% Tuesday to $176.47, trading near the top of their 52‑week range.
• Options activity turned notably bullish with 55,814 calls traded Monday and a 0.14 put‑call ratio, as analysts kept a Strong Buy consensus ahead of Nov. 5 earnings.