Arm Holdings vs Intel

Arm Holdings — Hardware · Public · $282.8B mkt cap · 4 of 4 figures sourced  |  Intel — Hardware · Public · $463.7B mkt cap · 4 of 4 figures sourced

Relationship

Arm CSS for Mobile 2 and Intel Gaudi AI Accelerator do comparable work on accelerator silicon; same layer and the same scale band (large-cap).

Assembled from the recorded fields for this pair, not hand-checked. The comparison below is read from each company’s own profile.

3 of 6 capabilitiesShared product typeSame scale band

3 of 6 capabilities — Shares AI compute hardware, accelerator silicon and model inference.

Ludbee capability tags · from the product records

Shared product type — Both ship hardware.

Ludbee product records

Same scale band — Both large-cap.

Ludbee scale bands · from valuation and funding figures

Aligned comparison

FieldArm HoldingsIntel
Market cap$282.8B$463.7B Intel has 64% more
Employees9,58485,100 Intel has 8.9× more
Founded19901968 22 yrs earlier
StatusPublicPublic match
CategoryHardwareHardware match
Stack layerHardwareApplication, Developer tool, Hardware, Infrastructure service, Platform
HeadquartersCambridge, United KingdomSanta Clara, USA

Capability overlap

Shared · 3

Accelerator siliconAI compute hardwareModel inference

Not verified for Intel · 3

Autonomous drivingIP licensingRobot control

Recorded for Arm Holdings. Intel’s product records say nothing either way — a missing record is not a missing capability.

Not verified for Arm Holdings · 6

Data labellingGPU cloudImage generationModel trainingText generationVideo generation

Recorded for Intel. Arm Holdings’s product records say nothing either way — a missing record is not a missing capability.

Products, side by side

Algorithmic pairing — assembled from recorded fields, not hand-checked

Arm Holdings

Hardware

Arm AGI CPUHardware

Arm's first self-designed, TSMC-manufactured production CPU — up to 136 Neoverse V3 cores on 3nm — built for sustained agentic-AI data-centre workloads and co-developed with lead customer Meta.

Arm CSS for Mobile 2Hardware

Arm's second-generation mobile compute subsystem — the C2 CPU cluster (C2-Ultra, C2-Pro) with SME2 for on-device agentic AI — positioned by Arm against "the previous generation Arm (Lumex) reference platform".

Arm Ethos-U55Hardware

A licensable microNPU IP core that adds on-device ML inference to area- and power-constrained embedded and IoT designs paired with Cortex-M processors.

Arm Ethos-U65Hardware

A licensable microNPU IP core delivering roughly double the on-device inference performance of Ethos-U55, for Cortex-A, Cortex-R and Neoverse-based edge systems.

Arm Ethos-U85Hardware

Neural processing unit designs licensed to chip makers for running models on edge and mobile devices.

Arm Lumex CSSHardware

Arm's AI-first mobile Compute Subsystem, a licensable CPU, GPU and system-IP bundle for on-device generative AI, shipping in the vivo X300 and OPPO Find X9.

Arm NeoverseHardware

CPU designs licensed to chip makers for servers and data-centre silicon, including the host processors in AI systems.

Arm Neoverse CSS N4Hardware

A configurable, pre-validated compute subsystem built on Neoverse N4 cores (8–128 cores per die, Armv9.3, up to 3.8 GHz on 3 nm) with integrated system IP, delivered to partners as RTL for agentic-infrastructure silicon.

Arm Zena CSSHardware

A licensable physical-AI Compute Subsystem combining Cortex-A and Cortex-R processors with system IP for safety-relevant AI-defined vehicle and robotics SoCs.

Intel

Hardware

Intel Gaudi AI AcceleratorHardware

AI training and inference accelerator sold as PCIe cards and OEM systems.

No counterpart

Intel sells these in a stack layer with no product recorded for Arm Holdings yet — nothing on the other side to compare them against.

Application

Intel AI PlaygroundApplication

Free local generative-AI desktop app for Intel AI PCs offering offline chat, image generation and editing, and video generation using open models.

Developer tool

Intel Neural CompressorDeveloper tool

Open-source Python library that automates model quantization, pruning and distillation across PyTorch, TensorFlow and ONNX Runtime to speed inference on Intel hardware.

OpenVINO toolkitDeveloper tool

Open-source toolkit that optimises and runs trained models across Intel CPUs, GPUs and NPUs.

Platform

Intel GetiPlatform

Computer-vision development platform providing AI-assisted annotation, active learning and model training for classification, detection and segmentation.

Infrastructure service

Intel Tiber AI CloudInfrastructure service

Cloud platform offering pay-as-you-go bare-metal and virtual access to Intel Gaudi accelerators, Max Series GPUs and Xeon CPUs for AI training and inference.