Arm servers capture over 45% of data center market revenue — GPU clusters and high-end AI infrastructure fuel a tectonic shift away from x86
… As a result, while the latter get more business from enterprises or sovereign AI deployments, this does not mean that big ODMs are losing business; they are actually gaining it, as the appetites of hyperscalers like AWS, Google, Meta, or Microsoft are not going anywhere, just demand from new entran… …