Arm EVP Mohamed Awad says its chip architecture now accounts for 50%+ of the hyperscale cloud computing market, as AI demand transforms the data center industry

Arm just dropped a bombshell. The SoftBank-backed chip designer says its architecture now accounts for more than 50% of the hyperscale cloud computing market. That's a massive milestone in a decades-long battle against Intel and AMD.

Arm EVP Mohamed Awad made the claim, pointing to surging AI demand as a key driver reshaping the data center industry. The shift reflects how cloud giants have increasingly embraced Arm-based chips for their power efficiency and performance characteristics — exactly what AI workloads demand at scale.

For a company that built its empire on mobile processors, conquering half the hyperscale cloud market is a stunning achievement. Intel, which dominated data centers for years, is watching its grip loosen in real time. AMD isn't safe either.

AI infrastructure buildouts show no signs of slowing. Arm is riding that wave hard.