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Hardware6/day by emailReported
Arm Holdings said Arm-based server chips' share at the top hyperscalers rose from 15% in calendar 2024 to more than 50% in calendar 2025, with data-center royalties doubling year over year
Verified 2026-11-07
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Hyperscalers are shifting AI and cloud fleets onto Arm CPUs for power efficiency, tying Arm's royalty stream tightly to data-centre buildouts.
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- AMD's Data Center segment, which sells Instinct GPUs and EPYC server processors, more than doubled revenue year-over-year in the quarter to 28 June 2026, reaching $6.7 billion, up 107% year-over-year
- AMD's Data Center segment, the one selling Instinct GPUs and EPYC server chips, took $16.6 billion of the company's record $34.6 billion of revenue in 2025 — 48% of all AMD revenue
- Arista Networks, whose switches carry AI training and inference traffic inside hyperscaler data centres, reported total revenue for the quarter to 30 June 2026 of $3.036 billion, its first quarter above $3 billion and up 37.7% year-over-year
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