这一趋势正在蓬勃展开。2025 年头部超大规模云服务提供商的新增服务器算力中，有近半数是基于 Arm 架构。Arm Neoverse 平台正在为量产级 AI 工作流、向量搜索引擎、实时机器学习 (ML) 平台及云原生微服务提供算力支撑，同时在成本效益 ...

·AI服务器需求增量来源：2026年上半年CPU需求将实现30%的增量，该增量主要由两部分构成：a. 约15%-20%的需求来自商用处理器迭代，系5年前投入使用的商用处理器进入更新周期，覆盖使用强度高、具备升级实力的客户群体；b. 剩余10%的需求来自头部AI服务器客户对新架构、新部署方式的需求。2026年下半年CPU需求则以通用型服务器常规迭代为主，无明显爆发性新增需求支撑。

是什么让CPU从AI算力界的“冷板凳”上站起，成为需要被单独规划的核心资源池？国金证券等多个机构总结道， Agent对CPU需求提升主要来自三方面，即应用调度压力、高并发工具调用成为瓶颈，以及沙箱隔离抬升刚性开销 。

英伟达正计划通过推出基于Arm架构的系统级芯片（SoC），或将进军Windows消费级笔记本电脑市场，外界认为此举意在打破x86架构在该领域的长期垄断，并重塑PC处理器的竞争格局。据The ...

Discussions about CPUs often frame one instruction set architecture (ISA) against another—x86 vs. Arm, Arm vs. RISC-V, and so on. However, it’s common to use multiple CPU architectures in a single ...

It’s that time of year again. Arm has revealed a new line of CPUs and GPUs that could power your flagship Android phone in 2025. What does this mean for your next phone, though? Join us as we dive ...

Earlier this month at one of the world’s biggest tech tradeshows—Computex 2024 in Taiwan—Arm announced annual updates to its CPU and GPU IP, with a strong focus on AI. With Arm supplying much of the ...

Arm Holdings plc, or "arm", was once considered a vendor of processors designed for embedded and low-power systems, but those days are well past at this point. Having conquered mobile some time ago, ...

Some of the best Arm processors come from companies like Apple and Qualcomm, which license Arm’s processor instruction set but create their own custom or semi-custom CPU designs. But Arm continues to ...

Arm Holdings is set to launch its first in-house designed processor later this year and has already landed orders from several customers, including Meta, according to the Financial Times. This ...

During a recent chat with Bloomberg's Ed Ludlow, Dell CEO Michael Dell was asked about NVIDIA's place in the huge AI PC market, to which the Dell CEO said: "come back next year," while NVIDIA CEO ...

AMD is plotting a CPU based on the Arm rather than x86 instruction set. So goes the rumour and so has it gone for literally decades. Actually, it's more than just a rumour, since AMD announced an Arm ...