The latest data from DIGITIMES Research shows that AMD-powered server shipment share is expected to continue to rise in 2023 and 2024, while Arm-powered services triple in 2024 compared to 2020.

According to DIGITIMES, AMD-powered servers will account for nearly 18% of overall server shipments in 2024, up from 10.1% in 2020 and 16.3% in 2023, due to the successful penetration of AMD platforms into the cloud data center industry and the HPC server market. .

The cloud data center operator's computing services rely heavily on the system's virtual CPUs (vCPUs), the report said. AMD's processors, on the other hand, have a large number of cores and can provide more vCPU-oriented services than competing processors of the same level. This makes AMD's platform more attractive to operators.

Sources from the upstream supply chain also expect data center operators such as Microsoft and Google to expand their adoption of AMD CPU-based products over the next few years. In addition, AMD's plan to acquire Xilinx will also help CPU makers integrate CPUs and FPGAs in edge server applications.

Servers powered by Arm CPUs are expected to account for nearly 10% of shipments in 2024, up sharply from 3% in 2020. Among them, Amazon and Nvidia are the main buyers of such servers.

The report pointed out that Amazon is the most enthusiastic data center operator to deploy Arm-based servers. In addition to the EC2 public cloud service, Amazon has also launched its Arm-based Outposts hybrid cloud system for edge server applications to expand its enterprise cloud services business.

In addition, Nvidia will release an Arm-based Grace series of server CPUs that integrate GPUs and DPUs to target the cloud HPC and AI server markets. This product line is expected to significantly increase the shipment share of Arm-based server CPUs after 2024.