Arm Holdings says its chips now power over half of hyperscaler servers

The chip designer reports its share at top cloud providers jumped from 15% in 2024 and expects it to top 60% by the end of 2026 Arm Holdings says its chips now run more than half of the servers at the world’s largest cloud providers. Two years ago, that figure was 15%. The disclosure came with Arm’s Q2 FYE27 earnings report, released on November 4, 2026. For a company long associated with the phone in your pocket, it marks a meaningful change of address: the data center. The numbers behind the claim According to Arm, Arm-based chips now power over 50% of servers at leading hyperscalers. In calendar 2024, Arm put its share at just 15%. Arm is not treating 50% as a ceiling. The company projects its share at top hyperscalers will exceed 60% by the end of calendar 2026, citing ongoing demand from major cloud players. The financials moved in the same direction. Arm posted record quarterly revenue of $1.44 billion, and its data center royalties doubled year over year. Arm and its partners also shipped more than 10 billion Arm-based chips in a single quarter for the first time. Who is driving the shift The growth is concentrated among the biggest names in cloud computing. Amazon Web Servi...