Advanced Micro Devices (NASDAQ: AMD), CrowdStrike Holdings (NASDAQ: CRWD), and Apple (NASDAQ: AAPL) are three companies that are witnessing robust demand for their offerings despite inflation and weakness in the smartphone and personal computer (PC) markets. Sales of these chips should start ramping up with the launch of server platforms by the likes of Dell, Hewlett Packard Enterprise, Super Micro, and Lenovo, among others. As ARR represents the annualized value of CrowdStrike's subscription contracts in effect at the end of a particular period, the sharp increase in this metric points toward a robust pipeline.