Arm Holdings hopes to increase its share of the global data center CPU market from 15% to 50% by the end of 2025. Mohamed Awad, senior vice president of infrastructure at Arm, made the claim in an interview with Reuters. The company pins its hopes primarily on AI servers, so consider offerings like Nvidia's GB200 and GB300 machines, custom silicon from large cloud service providers, and Ampere Computing-based systems.
Most servers today run AMD's EPYC processors or Intel's Xeon CPUs that rely on the x86 instruction set architecture, as there is more data center-grade software for x86. However, the situation is changing, and Arm says that some server programs are now developed for Arm-based processors first and then ported to x86. Google and Microsoft have also started designing data center processors with Arm's technology, although their projects are at an earlier stage compared to Amazon.
