Exclusive-Arm expects its share of data center CPU market sales to rocket to 50% this year [Yahoo! Finance Canada]
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Source: Yahoo! Finance Canada
Arm's CPUs are often used as a "host" chip inside of an AI computing system and act as a kind of traffic controller for other AI chips. Nvidia, for example, uses an Arm-based chip called Grace in some of its advanced AI systems which contain two of its Blackwell chips. Arm's tech in many cases offers lower power consumption than rival processors made by Intel and Advanced Micro Devices, Mohamed Awad, Arm's infrastructure chief, told Reuters. As AI data centers use huge amounts of electricity, Arm's chips have become increasingly popular among cloud computing companies. Awad added that data center chips often use more of Arm's intellectual property and the company typically receives "a lot higher aggregate royalty rate" than chips for less complex devices. UK-headquartered Arm, which is 90% owned by Japan's SoftBank Group, does not make chips itself but sells the fundamental building blocks and other intellectual property to cloud computing companies and firms like Apple and N
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