Recently, Mohamed Awad, senior vice president of Arm's infrastructure business, made a bold statement that by the end of 2025, Arm's share of the data center CPU market is expected to increase from 15% to 50%! As we all know, today's data center servers are almost all based on the x86 architecture, whether it is Intel Xeon or AMD EPYC. For years, Arm has been trying to get a piece of the data center market, but has never been able to gain much benefit. Of course, with the strong rise of AI servers, especially driven by NVIDIA, Ampere, and AWS, Arm has ushered in new opportunities, and GPU accelerators will be paired with customized Arm CPU processors. Arm also emphasized that many server projects today will first be designed for the Arm architecture and then ported to the x86 platform. However, it is indeed a pipe dream for Arm to take up half of the data center market based on this alone, and it is a bit exaggerated even if only AI servers are considered. |
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