From MarketWatch, February 18:
The use of Nvidia CPUs could signal a significant shift toward Arm-based chips in the data center
Nvidia’s expanded partnership with Meta Platforms could be a bad omen for Intel.
Nvidia announced on Tuesday that it will deploy more of its Arm-based Grace central processing units in Meta’s data centers for what the chip maker called “the first large-scale Nvidia Grace-only deployment.” The CPUs are used for tasks such as running applications and agents.
To Richard Windsor, founder of research firm Radio Free Mobile, the expanded partnership is “a sign that the move towards Arm in the data center is accelerating.” For Intel, whose x86 CPU architecture competes with Arm’s eponymous architecture, that “is more terrible news,” he said in a Wednesday note, in which he called the deal an “Intel killer.”Intel has long dominated the server chip market, Windsor said, while Arm-based chips “have often floundered” due to incompatibility with legacy software systems in data centers. That’s likely becoming a thing of the past, Windsor noted, judging by Nvidia’s Meta deal....
....MUCH MORE
MarketWatch's confreres at Barron's have more, though I still haven't seen anything more specific on the revenue to Nvidia beyond "tens of billions of dollars."
