Arm server share to exceed 50% in 2025… projected to surpass 60% by year-end
Original headlineArm 서버 비중 2025년 50% 넘어…연말 60% 초과 전망
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Arm-designed server chips surpassed 50% of servers deployed by major hyperscale cloud providers in 2025, up from 15% in 2024, according to the company's November 4 shareholder letter. Arm projects that share will exceed 60% by the end of 2026. The metric covers only major hyperscalers and includes third-party products built on Arm designs, such as AWS's Graviton, Google's Axion, Microsoft's Cobalt and Nvidia offerings, rather than Arm's own CPU sales or the total global server market. The milestone matters because it marks Arm's architecture moving from a niche position to the majority of new hyperscale server capacity, challenging x86's long-standing dominance in data centers. Watch whether hyperscalers sustain the pace of Arm-based deployments through 2026 and whether the 60%-plus forecast holds as next-generation custom silicon ships.
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Named in this story
Arm (ARM), Microsoft (MSFT), Google (GOOGL), Amazon Web Services, Nvidia (NVDA)
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