Mar. 13 at 8:47 PM
Platform agnostic’
Nvidia’s foray into standalone CPUs comes as more of its customers are making their own Arm-based processors for their data centers.
Amazon
was the first major hyperscaler to launch an in-house CPU with the release of Graviton in 2018. Google
’s Axion processor, released in 2024, now handles some 30% of internal applications, according to the Futurum Group. Microsoft
released its second-generation Cobalt processor in November. Arm is expected to launch its own in-house CPU this year, with Meta as an early customer.
Mercury Research estimates the server CPU market share in the last quarter of 2025 was dominated by Intel at 60%, AMD at 24.3%, and Nvidia at 6.2%, with the remaining share split among in-house Arm-based CPUs from hyperscalers like Amazon, Microsoft and Google.
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