Sign up to save tools and stay up to date with the latest in AI
bg
bg
1

Arm reckons it'll own 50% of the datacenter by year's end

Apr 01, 2025 - theregister.com
Arm is projecting a significant increase in its share of the datacenter CPU market, expecting to reach 50% by the end of the year, up from 15% in 2024. This anticipated growth is attributed to the AI boom and the increasing demand for power-efficient computing solutions. Arm's architecture is gaining traction among major cloud providers like AWS, Google, and Microsoft, who are deploying Arm-based processors due to their lower power consumption compared to competitors like Intel and AMD. The growth of AI servers, expected to increase by over 300% in the coming years, is a key factor driving this expansion.

Arm's Neoverse compute platform is highlighted as a leader in power efficiency, making it a preferred choice for industry giants. The deployment of Arm processors is also being bolstered by Nvidia's products, such as the DGX GB200 NVL72 rack system, which incorporates Arm Neoverse V2 cores. Additionally, Arm's influence extends beyond datacenters to areas like SmartNICs, DPUs, and various edge computing applications. Arm's parent company, SoftBank, has announced plans to acquire Ampere Computing, further expanding Arm's reach into the telecoms market.

Key takeaways:

  • Arm aims to capture 50% of the datacenter CPU market by the end of the year, driven by the AI boom and its power-efficient architecture.
  • Arm's architecture is increasingly adopted by major cloud providers like AWS, Google, and Microsoft, with significant deployments of custom Arm processors.
  • Nvidia's products, including the DGX GB200 NVL72 rack system, contribute to the growing demand for Arm-based datacenter solutions.
  • Arm's AI ambitions extend beyond datacenters to various sectors, including automotive, mobile, and edge devices, highlighting its broad market potential.
View Full Article

Comments (0)

Be the first to comment!