Industry Expert Blogs

One of the big themes of the Linley Data Center Conference last week was the possibility that ARM could finally start to get traction in the data center. In the opening keynote, Linley Analysts Jag Bolaria and Bob Wheeler said that microservices and hypercovergence are creating opportunities for ARM but that they would be less than 5% of the market this year. Actually, considering that they are at pretty much zero today, that would be something that looks like the beginning of success.

In fact, with perfect timing, just before the conference opened, Google and Qualcomm announced that they would be working together. Or at least there were off-the-record reports that they would. Since Google installs over 300,000 CPUs per year, even a small percentage being ARM would start to be a large number. Other providers, in particular Amazon, install CPUs at a even higher rate.