Point2 Technology has completed an extension of its Series B funding, bringing the total round to $136 million. The latest investment was led by LB Investment, with new strategic participation from Arm and continued support from existing investor Maverick Silicon. The company develops RF-based interconnect solutions for AI data-centre infrastructure. Its investor roster now includes NVIDIA, Arm, UMC Capital, Molex, and Bosch Ventures. Point2 will use the capital to expand its engineering, systems, operations, and business teams. The funding will accelerate commercialisation of its Active RF Cable, near-packaged e-Tube, and co-packaged e-Tube solutions for rack-scale compute systems. The company's e-Tube Technology Platform uses RF signalling over plastic waveguides, addressing interconnect bottlenecks as AI systems scale to terabit-per-second speeds.

Insyde Software has qualified its InsydeH2O UEFI firmware for Arm AGI CPU reference platforms, providing platform developers with production-ready firmware for agentic AI data centre deployments. The company has also prepared its Supervyse OPF OpenBMC firmware for Arm AGI CPU-based AI server racks. The qualification enables ODMs, OEMs, system integrators and cloud service providers to accelerate platform development using firmware already deployed across millions of devices in cloud, enterprise and edge environments. Insyde supports the full Arm AGI CPU reference board, delivering UEFI compliance, platform security and manageability features for high-density AI compute workloads. The company is exhibiting at the Open Compute Project APAC 2026 event in Taipei this week, where platform developers can discuss firmware integration and security configuration.

Arm Holdings stock has fallen 36.3% from its 52-week high, driven by profit-taking and concerns about weak smartphone demand. However, the company's recent financial performance suggests strong underlying fundamentals. First-quarter revenue rose 22% year-over-year to $1.29 billion. Royalty revenue reached a record $715 million for a first quarter, led by AI-related demand. Data-centre royalty revenue more than doubled as cloud providers expanded deployments of Arm-based processors. Arm is offsetting smartphone market weakness through adoption of its higher-value Armv9 architecture, which generates increased royalty rates. The company is also expanding into Physical AI applications, including advanced driver-assistance systems, autonomous vehicles, and robotics. This diversification strengthens Arm's long-term growth profile beyond consumer electronics.