Arm

Supply chain relationships

• Tensor

  Outbound - Compute & Control - Tensor integrates 433 Arm-based cores across each Robocar compute and safety architecture

  Source

• ARM - NASDAQ Global Select Market - USD

• Rene Haas - Chief Executive Officer - Leads Arm and its compute-platform strategy.
• Drew Henry - Executive Vice President, Physical AI Business Unit - Leads the business unit most directly responsible for Arm robotics and autonomous-systems strategy.

Events

• 2026-10-01 - Partnership - TIER IV joins Arm Total Design for Physical AI

  The aim is ready-to-use Autoware configurations across Arm-based SoCs and in-vehicle computers. TIER IV contributes open-source autonomous-driving expertise to the wider computing ecosystem. Open AD Kit had already been demonstrated on Arm-based platforms at CES 2026.

  Source
• 2026-09-22 - Partnership - PATEO Connect signs physical-AI exploration MoU with Arm

  The planned work pairs PATEO automotive systems with Arm compute technology. Initial use cases span perception-driven and interaction-driven intelligence in vehicles. PATEO reported approximately RMB 209 million of AI-related revenue in the first half of 2026.

  Source
• 2026-09-08 - Product Launch - Arm launches Total Design for Physical AI and Robotics Capability Framework

  Arm says more than 80 companies are joining Arm Total Design for Physical AI, spanning models, software, compute, sensors, virtual platforms, digital twins and robotics. The initiative introduces a Robotics Capability Framework as a shared language for describing robot capability and system requirements. The framework connects robot use cases and behaviors with latency, compute placement, memory, power, determinism and safety requirements.

  Source
• 2026-09-07 - Partnership - STRADVISION joins Arm robotics capability framework initiative

  The framework is intended to define reusable robotics capabilities and system requirements across silicon, middleware, perception and applications. STRADVISION contributes automotive-grade visual-perception expertise to the initiative. STRADVISION brings production experience in detection, classification, depth estimation and semantic segmentation to the physical-AI ecosystem.

  Source
• 2026-02-26 - Partnership - Tensor embeds Arm compute architecture across its Robocar

  Each vehicle uses Arm cores across Neoverse AE, Cortex-X, Cortex-A, Cortex-R and Cortex-M domains for AI, cabin control, drive-by-wire, lidar, redundancy and low-power subsystem management. The Arm platform operates alongside NVIDIA-accelerated processing and is supported by Arm’s automotive safety toolchains and software ecosystem.

  Source
• 2025-12-11 - Partnership - Arm technology underpins Rivian RAP1 autonomy processor

  RAP1 is part of Rivian’s third-generation autonomy computer. The processor uses Armv9 architecture. The announcement identifies Arm Automotive Enhanced technology as the compute foundation.

  Source
• 2025-03-13 - Demonstration - Under Control Robotics demonstrates Moby locomotion and push recovery

  The locomotion model ran on a single CPU core in an NVIDIA Jetson Orin computer, with STM32 processors in the actuator modules. The prototype could walk using an inertial measurement unit; a newer model was being developed with vision. Arms were planned for integration by the end of March 2025.

  Source

Relationships

• TIER IV

  Technology Partner - TIER IV joined Arm Total Design for Physical AI, extending existing Autoware and Open AD Kit collaboration.

• ZaiNar

  Physical AI Location Partner - ZaiNar is a founding location partner in Arm Total Design for Physical AI and is optimizing positioning software for Arm-based systems.

• STRADVISION

  Physical AI Ecosystem Partner - STRADVISION contributes production-validated visual perception to Arm Total Design for Physical AI and the Robotics Capability Framework.

• Rivian

  Documented System Integration - Rivian RAP1 autonomy platform uses Arm Automotive Enhanced compute technology.

• PATEO Connect

  Physical AI Mou - PATEO and Arm signed an MoU to explore physical-AI workloads for intelligent vehicles.

• Unitree

  Physical AI Ecosystem Participant - Arm and Unitree joined Arm Total Design for Physical AI and its Robotics Capability Framework.

Comparable profiles

• Semtech

  stack adjacency - Drone Avionics Supplier · Drone Subsystem Supplier

• Realtek

  stack adjacency - Drone Avionics Supplier · Drone Subsystem Supplier

• Lattice Semiconductor

  stack adjacency - Drone Avionics Supplier · Drone Subsystem Supplier

• Silicon Labs

  stack adjacency - Drone Avionics Supplier · Drone Subsystem Supplier

• Holybro

  stack adjacency - Drone Avionics Supplier · Drone Subsystem Supplier

• Agam Robotics

  stack adjacency - Drone Avionics Supplier · Drone Subsystem Supplier

• FlyFishRC

  stack adjacency - Drone Avionics Supplier · Drone Subsystem Supplier

• RadioLink

  stack adjacency - Drone Avionics Supplier

• ALFA Network

  stack adjacency - Drone Avionics Supplier

• Zio Robot

  stack adjacency - Drone Subsystem Supplier

• Unusual Machines

  stack adjacency - Drone Subsystem Supplier

• Elsight Ltd.

  stack adjacency - Drone Subsystem Supplier

Context tags

• Drone avionics supplier - Stack Layer - Official and recipient product evidence reviewed: https://www.arm.com/ | https://www.arm.com/company/leadership | https://www.tensor.auto/press/arm |…
• Drone subsystem supply stack - Stack Layer - Official and recipient product evidence reviewed: https://www.arm.com/ | https://www.arm.com/company/leadership | https://www.tensor.auto/press/arm |…