While 25% share is impressive, it does seem that the YoY increase is almost all due to Nvidia ARM CPUs shipping with their enterprise GPU systems. A potentially brittle market position.
On the other hand it shows Arm is capable of carrying that load which is quite significant in itself.
And if they are good enough for that, it logically follows that Arm can be used in other server contexts too.
I actually sold our AMD stock despite AMD taking marketshare from Intel, in part because I foresee Arm taking over the server market, and that is AMD’s most profitable market.
That and because AMD is American, and we sold all our American stock. But had I thought AMD would be a goldmine, I would obviously have thought it over more.I am honestly not convinced that ARM (in a server environment) is a technologically better solution than x86. I see the deployment of ARM as more of an attempt by the hyperscalers and Nvidia to keep AMD and Intel’s margins.
I could be wrong though. And this is only relevant to ARM in the data centre.
an attempt by the hyperscalers and Nvidia to keep AMD and Intel’s margins.
Absolutely and every server giant can do that too. Amazon, Google, Microsoft, Facebook, Alibaba, Tencent and on and on. They will abandon X86 and make their own server chips.
And there will be generic server chips from Qualcomm, and Mediatek will eat the crap out of AMD’s margins. I don’t think there is any way X86 can compete against Arm in the long run. AMD may have to make Arm chips too to survive.I am sure we will find out soon enough how things work out. :)
