$Leverage Shares 2X Long ARM Daily ETF(ARMG.US)

$Arm(ARM.US)

【CPU Scale to Surge 5x; ARM Architecture to Benefit Most】

AI Brief:

1. Based on the latest report from UBS, Agentic AI will ignite server CPU demand.

Market Size = The total addressable market (TAM) for server CPUs is expected to grow 5x → from approximately $30 billion in 2025 to about $170 billion in 2030.

Driver = The need for AI Agents to orchestrate tasks → leads to an increase of about 3-5x in the number of CPU cores required per GPU/XPU.

2. Why is ARM architecture the biggest beneficiary?

ARM is the biggest winner on the server CPU side.

Market Share Forecast = ARM's shipment share in server CPUs will increase significantly → from 15% in 2025 to 40-45% in 2030.

Core Advantage = The high energy efficiency characteristics of the ARM architecture are particularly suitable for large-scale, high-density deployment environments like AI server Supernodes.

3. What does this mean for traditional x86 vendors (Intel, AMD)?

All vendors will benefit from overall market growth, but the degree of benefit differs.

Benefit Order = ARM > AMD > INTC.

AMD = With its advantages in high core count and multi-threading, it is in a favorable position.

Intel (INTC) = While it can also benefit from market growth, it is currently considered less prepared than ARM and AMD on the server side. However, when this trend extends to the PC market, Intel can leverage its strengths on the client side.