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Jim Cramer Invests in Arm as AI CPU Demand Soars

4/21/2026

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Story summary
  • Jim Cramer's Charitable Trust is initiating a position in Arm Holdings, buying 225 shares at about $169.
  • Arm unveiled its first in-house data-center CPU, the Artificial General Intelligence CPU (AGI CPU), signaling a shift to manufacturing.
  • Arm expects CPU demand to grow with agentic AI, projecting four times current data-center cores.
  • Arm projects $25 billion in revenue by 2031, with $15 billion from chips and a $200 target.