TradingKey – In Q2 for FY2026, Arm Holdings (ARM) released results showing a massive 34% increase in revenue with license and royalty revenue also posting all-time records. Arm Holdings continues to profit from the AI infrastructure buildout, and their Q2 results showed that trend. The buildout has led to huge spikes in royalty revenue and licensing for semiconductors. In particular, Arm Holdings stated that the year over year increase for their Neoverse CPU royalties has doubled. To boot, they announced the strategic acquisition of DreamBig Semiconductor for $265M. This is indicative of Arm Holdings’ intent to move past semiconductor licensing to hyperscalers to dominating the networking layer that connects semiconductor computing…