Nvidia isn’t the only one riding the AI boom. During the second quarter, Arm CPUs captured a quarter of the server market, according to a recent Dell’Oro Group report.

That’s up from 15 percent of the server market a year ago, Dell’Oro analyst Baron Fung tells El Reg .

The driving force behind this trend is the adoption of Nvidia’s Grace-Blackwell rack-scale compute platforms like the GB200 and GB300 NVL72.

Each of the 120-kilowatt machines is equipped with 72 Blackwell GPUs and 36 of Nvidia’s Grace CPUs. The 72-core chips, first introduced in 2022, are based on the British chip designer’s Arm Neoverse V2 architecture and have been optimized to maximize data movement by taking advantage of Nvidia’s custom NVLink-C2C interface.

The first of these systems began shipping in small volume l

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