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Arm servers capture over 45% of data center market revenue — GPU clusters and high-end AI infrastructure fuel a tectonic shift away from x86

… Swipe to scroll horizontally Company Q1 2026 Revenue Q1 2026 Share Q1 2025 Revenue Q1 2025 Share YoY Growth Dell Technologies $20,280.8M 16.5% $5,893.3M 6.3% +244.1% Super Micro $9,331.0M 7.6% $4,075.8M 4.3% +128.9% Lenovo $5,621.8M 4.6% $4,118.4M 4.4% +36.5% IEIT Systems $4,012.0M 3.3% $4,313.7M 4… …

Jun 22, 2026 · Anton Shilov
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