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A report examined whether Arm Holdings remains an underappreciated beneficiary of the ongoing artificial intelligence chip boom, as the company's architecture underpins a growing share of AI-related semiconductor designs. The analysis comes amid intensifying investor focus on which companies stand to gain most from continued AI infrastructure spending. The piece adds to a broader stream of commentary assessing winners and laggards in the AI hardware buildout, as investors weigh Arm's licensing-based business model against more direct chipmakers like Nvidia and AMD.