Probably health and safety trying to stop the kawoosh from happening instead of doing what they did in the 90s and put a hazard tape on the ground.
Goto predicted that half of all new server chips shipped to hyperscalers in 2025 will use its architecture. “The number of enterprises using Arm-based chips for cloud processing has grown more than 14x since 2021, exceeding 70,000 in 2025,” he added.
This sounds like an extremely optimistic outlook.
Putting the AI specific stuff to the side for now I don’t think it’s unreasonable. Arm in the cloud has gone from an experiment to mainstream with all the major workloads running well on it. Now the hyperscalers can choose between multiple implementations including their own silicon cost is going to be a big driver going forward. No wonder Intel are having a crisis right now and RiscV is hanging around the corner wondering what it needs to do to break into the space.
