Bank of America predicts that by 2030, ARM-based CPUs will account for 50% of server CPU revenue, up from 32% in 2025. Among them, commercial ARM CPUs launched by companies such as Nvidia, ARM and Qualcomm will account for about 36%, while CPUs custom-designed by cloud service providers will account for about 15%.

Bank of America predicts that by 2030, ARM-based CPUs will account for 50% of server CPU revenue, up from 32% in 2025. Among them, commercial ARM CPUs launched by companies such as Nvidia, ARM and Qualcomm will account for about 36%, while CPUs custom-designed by cloud service providers will account for about 15%.