ARM has truly gone crazy this time!
Latest data shows that ARM has captured 25% of the server CPU market, up from 15% during the same period last year, a staggering increase of nearly 70% in just one year.
This speed is simply unbelievable.
What’s even more surprising is that the leader in this charge is none other than NVIDIA. Yes, the AI giant that has been selling graphics cards like hotcakes.
NVIDIA’s Grace-Blackwell computing platform, especially the GB200 and GB300 NVL72, has directly integrated ARM architecture CPUs into servers. The GB300 NVL72 is equipped with 36 Grace CPUs, each a monstrous 72-core processor.
This move is indeed a game changer.
AMD and Intel probably never imagined that after competing with ARM for so many years, they would be outmaneuvered by NVIDIA from the side. Their AI business is so strong that the GPU is the main focus, making the CPU architecture less critical.
Customers buying NVIDIA AI servers are also inadvertently purchasing ARM processors. This business model is brilliant.
However, ARM itself feels a bit disappointed. Their original goal was to capture 50% of the market share by the end of 2025, but it seems they need to work harder now.
Nonetheless, ARM remains quite confident.
The lineup of partners is incredibly impressive!
NVIDIA’s Rubin platform next year will continue to strengthen its self-developed ARM processors. Giants like Amazon and Qualcomm are also aggressively developing their own ARM chips.
At this rate, it’s likely that every tech giant will launch its own ARM server chip in the future.
Even more frightening is that ARM is not only making inroads in the server market.
In the PC market, NVIDIA, Qualcomm, MediaTek, Apple, and Huawei are all working on ARM processors. Apple’s M series chips have already proven ARM’s capabilities in PCs, and other manufacturers are accelerating their follow-up.
The dominance of x86 is truly at risk of being shaken.
Although Intel and AMD claim that x86 efficiency has surpassed ARM, market share does not lie. Both companies are likely in a panic, having to deal with each other’s competition while also guarding against this “outsider” ARM.
The most ironic part is that ARM’s rise has been propelled by the tailwind of AI. NVIDIA has lifted ARM with its AI business; who could have predicted this script?
In a few years, the server and PC markets may truly undergo a transformation. The dream of ARM and x86 sharing the market equally may no longer be just a dream.
Do you think ARM can capture half of the server market by 2025?