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Arm is being positioned less as a niche CPU option and more as a core part of the cloud stack hyperscalers need for cost, power and AI workloads.
AWS has moved Redshift onto Graviton at the moment data warehouses are being pressured not only by analysts, but by AI agents asking questions in natural language.
The deal marks the first major hyperscaler customer for Amazon's second-generation AI accelerators.
Omdia’s projection that 90% of custom AI servers will run Arm by 2029 hinges on a quiet revolt: hyperscalers are now designing chips like they write software—iteratively, aggressively, and with zero sentimentality for x86.