Arm tabanlı sunucular yapay zeka pazarında x86’yı geçti

27 kaynak
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  • IDC raporuna göre Arm tabanlı hızlandırılmış sunucular 2026'nın ilk çeyreğinde 53 milyar dolar gelir elde ederek 34.6 milyar dolar seviyesindeki x86 sistemlerini geride bıraktı.
  • Yapay zeka altyapı harcamaları ilk çeyrekte 89.7 milyar dolara ulaştı ve IDC 2026 yıl sonu tahminini 497 milyar dolara yükselterek pazarın 2029'a kadar 1 trilyon doları aşacağını öngördü.
  • NVIDIA'nın Arm tabanlı Vera Rubin platformu ve Google ile Microsoft'un özel çiplerinin x86'dan uzaklaşmayı hızlandırdığı belirtildi.
Kaynaklar (27)
  1. 1 IDC: AI infrastructure spending expected to surge 56% to $497 billion by 2026, with Arm architecture overtaking x86 as the dominant computing platform news.futunn.com
  2. 2 AI Infrastructure Spending Holds Near $90 Billion in Q1 2026 as ARM Overtakes x86 in Accelerated Servers; 2026 Forecast Raised to $497 Billion www.idc.com
  3. 3 Arm servers capture over 45% of data center market revenue — GPU clusters and high-end AI infrastructure fuel a tectonic shift away from x86 www.tomshardware.com
  4. 4 NVIDIA Launches Vera Rubin Architecture at CES 2026 www.storagereview.com
  5. 5 Non-x86 servers now nearly half the market, IDC says www.theregister.com
  6. 6 Arm in the agentic era: Scaling the converged AI data center newsroom.arm.com
  7. 7 Arm stock pops 6% as CEO Haas issues $15 billion revenue expectation for new chip www.cnbc.com
  8. 8 ARM CEO Rene Haas: Our data center business is growing like crazy www.youtube.com
  9. 9 Arm Holdings Unveils Record-Breaking Q4 and Full-Year 2026 Financial Results mlq.ai
  10. 10 Arm posts record Q4 and FY 2026 AI-driven growth www.stocktitan.net
  11. 11 Arm Holdings Plc (ARM) investors.arm.com
  12. 12 Arm Comes Full Circle With Homegrown, AI-Tuned Server CPU www.nextplatform.com
  13. 13 Arm Holdings (ARM) Q3 2026 Earnings Transcript - The Motley Fool www.fool.com
  14. 14 MGX Platform for Modular Server Design www.nvidia.com
  15. 15 CPUs are Back: The Datacenter CPU Landscape in 2026 newsletter.semianalysis.com
  16. 16 Nvidia Puts Groq LPU, Vera CPU And Bluefield-4 DPU Into New Data ... www.crn.com
  17. 17 Arm (ARM) Q2 2026 Earnings Call Transcript www.fool.com
  18. 18 Arm delivers fourth consecutive billion-dollar revenue quarter, extending record-breaking momentum newsroom.arm.com
  19. 19 Arm Q2 FY 2026 Earnings Highlight AI-Driven Royalty ... futurumgroup.com
  20. 20 $90 Billion in Q4 2025; 2029 Spending to Eclipse $1 Trillion www.idc.com
  21. 21 Arm 2026 Q2 Financials - by Ryan Smith and Dr. Ian Cutress morethanmoore.substack.com
  22. 22 IDC forecasts $49.7 billion in AI infrastructure spending ... www.kucoin.com
  23. 23 ARM Holdings PLC (ARM) Q3 2026 Earnings Call Highlights: Record Revenue Growth and Strategic AI ... finance.yahoo.com
  24. 24 Artificial Intelligence Infrastructure Spending to Reach $758Bn USD ... my.idc.com
  25. 25 Looking at Arm's Earnings - LinkedIn www.linkedin.com
  26. 26 AI Spending Forecasts 2026: Gartner, IDC & Stanford www.digitalapplied.com
  27. 27 #DedicatedHosting AI Servers Redraw Data Center Spending, IDC ... www.facebook.com
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