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Arm’s quiet coup: 90% of AI servers by 2029?

db#1405

Arm’s quiet coup: 90% of AI servers by 2029?

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.

03 Apr 2026