Benjamin Carr, Ph.D. 👨🏻‍💻🧬Sep 11, 2025
#Arm wrestles away 25% share of #server market thanks to Nvidia's home-grown #CPU
That’s up from 15% of the server market a year ago but still far short of 50% market share Arm infra chief was hoping for. Driving force behind this trend is adoption of Nvidia’s #GraceBlackwell #rackscale compute platforms like GB200 and GB300 #NVL72. Each of the 120-kilowatt machines is equipped with 72 Blackwell GPUs and 36 of Nvidia’s Grace CPUs based on the Arm #NeoverseV2 architecture.
https://www.theregister.com/2025/09/11/nvidias_graceblackwell_drives_arms_cpu/
Arm wrestles away 25% share of server market thanks to Nvidia's home-grown CPUs

: Still far short of the 50% market share Arm infra chief was hoping for

The Register
Benjamin Carr, Ph.D. 👨🏻‍💻🧬Sep 17, 2024
#AWS #Graviton4 vs. #AmpereOne 192-Core #Benchmarks For Leading #AArch64 #Server Performance
Particularly with #HPC-type workloads and other scientific computing scenarios the Graviton4 with its #NeoverseV2 cores were delivering significant leads over the custom AmpereOne cores. Its worth reiterating AmpereOne was engineered as a 2022~2023 product but it's taken now until H2'2024 for its production to really ramp up to point of seeing Oracle Cloud A2 general availability
https://www.phoronix.com/review/ampereone-aws-graviton4
AWS Graviton4 vs. AmpereOne 192-Core Benchmarks For Leading AArch64 Server Performance

Benjamin Carr, Ph.D. 👨🏻‍💻🧬Aug 12, 2024
#Arm’s #Neoverse V2, in #AWS’s #Graviton4
Arm has mastered the complexity of designing a modern out-of-order core over the past few years. #NeoverseV2 is yet another demonstration of that. It takes the solid foundation provided by prior Neoverse V and Cortex X cores, and makes improvements throughout the pipeline. Compared to #AMD and #Intel cores, Neoverse V2 might have a leg up because its design only caters to #servers and #smartphones.
https://chipsandcheese.com/2024/07/22/arms-neoverse-v2-in-awss-graviton-4/
Arm’s Neoverse V2, in AWS’s Graviton 4

Amazon Web Services (AWS) is the largest cloud provider, and an early Arm server adopter. AWS started investing into the Arm server ecosystem in 2018 with Graviton 1, which used 16 Cortex A72 cores…

Chips and Cheese
Gestalt ITAug 30, 2023
Just Posted: @networkingnerd #AMDSiena #DSA #HotChips2023 #IntelXeon #MultiCloud #NeoverseV2 #Rundown #Security #Storage
https://gestaltit.com/rundown/tom/intel-arm-amd-and-more-announcements-from-hot-chips-2023-gestalt-it-rundown-august-30-2023/
Intel, Arm, AMD, and More Announcements from Hot Chips 2023 | Gestalt IT Rundown: August 30, 2023 - Gestalt IT

At Hot Chips 2023, Intel unveiled Sierra Forest and Granite Rapids Xeon processors targeting data centers. Sierra Forest is Intel's first E-core Xeon with 144 CPU cores, while Granite Rapids focuses on core performance. Arm introduced Neoverse Compute Subsystem, aiding Neoverse N2 core integration. AMD previewed Siena Epyc processors for edge computing with up to 64 cores, notable power efficiency, and a compact form, catering to the edge computing market's demands.

Gestalt IT