2026 Outlook: CSP & NVIDIA Drive Arm Server Rise

Last Modified

2025-12-05

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Aperiodically

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PDF

CSP self-developed chips and NVIDIA's platforms are driving Arm adoption, eroding x86 dominance in server markets.

Key Highlights

CSP Proprietary Chips: Major cloud providers are accelerating self-developed Arm CPU deployment for AI and cloud workloads to enhance efficiency.
NVIDIA's Push: NVIDIA drives Arm growth via integrated rack solutions featuring Grace CPUs, challenging existing markets.
Specialized IP: Arm's Neoverse platform offers tailored designs for HPC, cloud, and edge computing needs.
Market Shift: Arm architecture is steadily eroding x86 dominance due to superior energy efficiency and ecosystem growth.

Introduction
- For the Architecture of In-House Server CPUs, Major North American CSPs and AI Giants like NVIDIA Have Adopted Arm’s Neoverse Series
- For Server-Grade CPUs, Arm Is Building a Complete Ecosystem Spanning Across Supply Chain
Led by Amazon and Google, CSPs Accelerate Investments in In-House Arm Platforms
- Arm CPU Expected to Further Expand Market Share of Server CPUs in 2026
NVIDIA’s Ongoing Focus on GB/VR Rack Solutions to Equip Arm CPUs with Growth Momentum
Server CPU Architecture to Enter Diversified Competitions; AMD and Arm Likely to Expedite in Penetration within the Cloud/CSP Market
- Arm CPU Expected to Further Expand Market Share of Server CPUs in 2026