ARM has opened up a significant new revenue stream in the data center market. According to a new report, the company has successfully sold its chips to global tech giants.

The hype around artificial intelligence has benefited nearly everyone looking to profit from it, and ARM has become one of the well-known companies to achieve remarkable progress in just a few years. Before entering the data center space, the company was more popular in the mobile market and gained some attention with Apple’s M series SoCs, but that was also ARM’s only revenue growth point at the time. Now, according to Reuters, this chip company claims to have successfully increased its customer base in Washington, D.C. by 14 times in just four years, achieving significant milestones.
Interestingly, since 2021, ARM has successfully doubled the number of applications running on ARM-based machines, indicating that the company’s chips have gained greater traction in the market. Regarding ARM’s major clients, the company has sold millions of chips to companies like Amazon. Amazon designed its custom ARM-based processors, the Graviton series, for its AWS customers.
In addition to Amazon, Google also provides ARM-based chips to its customers through Ampere’s Altra processors, and Microsoft is in a similar situation. ARM has successfully captured the data center market and taken a significant market share from Intel and AMD’s x86 alternatives. More importantly, ARM is a key supplier for NVIDIA, supporting the company’s Grace CPU platform, which is the performance driver for their rack-level solutions, indicating that ARM has indeed earned the trust of many customers in the data center market.
In recent years, ARM has also successfully made an impact in the PC space, as the company’s chips are compatible with Qualcomm’s Snapdragon X Elite SKU, posing a tangible threat to the x86 market dominance. It can be said that ARM is making a bold move in the market, and with NVIDIA potentially launching AI PC chips, the company is likely to threaten Intel and AMD’s positions in the computing market.