Arm Holdings intends to capture 50% of the data center CPU market by 2025, increasing its share from 15% in 2024. The data center CPU market is set to grow from $7.42 billion in 2024 to $8.35 billion in 2025. Achieving its target would boost Arm's revenue to about $3.3-3.4 billion and market capitalization to $168.3 billion. Despite skepticism regarding x86's strong market presence, Arm's energy-efficient designs and adoption among hyperscalers position it as a competitive player in the evolving market.
Arm Holdings aims to capture 50% of the data center CPU market by 2025, challenging x86 leaders Intel and AMD and targeting a significant revenue increase.
The data center CPU market is projected to grow from $7.42 billion in 2024 to $8.35 billion in 2025, with Arm potentially boosting its revenue substantially.
Arm’s energy-efficient designs and increasing adoption by hyperscalers make it a formidable contender against established x86 architectures.
Achieving a 50% market share would mainly threaten Intel, which lacks new server CPUs until 2026, while AMD also risks significant losses.
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