AWS, Google Cloud, Microsoft and other hyperscalers are fuelling the rise, and rise of Arm as it grabs almost 50% of total compute shipments

• Arm says Neoverse powers nearly half of 2025 hyperscaler compute shipments
• AI growth makes power-efficiency essential for hyperscale data centers
• AWS, Google, Microsoft are leading shift from x86 to Arm infrastructure

Arm says its Neoverse platform is becoming the architecture of choice for the cloud, as the likes of AWS, Google Cloud, Microsoft Azure and others drive a broader shift away from x86 in the data center.

Mohamed Awad, SVP and GM of the Infrastructure Business at Arm, says power efficiency and scalability are redefining infrastructure at hyperscale. “Just over six years ago, we launched Arm Neoverse for the next-generation of cloud infrastructure, recognizing a world where delivering new levels of scalable performance on top of Arm’s flexible and power-efficient compute platform could enable a systemic shift in the capabilities and costs of the data center ecosystem,” he explained.