Ampere Computing shows growth in public cloud, as shown by Liftr Insights data
The growth of Ampere Computing, which uses ARM architecture, in the public cloud is a strong sign for growth in private as well.
AUSTIN, Texas, December 14, 2022 /PRNewswire/ — Liftr Insights, a pioneer in market intelligence driven by unique data, showcases growth of Ampere Computing through the lens of Liftr Insights data.
Ampere Computing, a candidate for an IPO in the near future, first appeared among the top six cloud providers in mid-2021. The company’s presence continues to expand in the cloud, with data showing annual growth from mid November 2022 of 443%.
“Intel and AMD are paying close attention to Ampere,” said Tab Schadt, CEO of Liftr Insights. “They know that Ampere is cutting their share of the overall market.”
Intel and AMD build CPUs based on x86 architecture. The ARM-based architecture competes with x86. Investors are keeping a close eye on ARM as another pre-IPO company.
Among the indicators of Ampere Computing growth indirectly, and ARM directly, is the continued expansion of AWS Graviton. Like Ampere Computing, Graviton uses the ARM architecture. The adoption of Graviton within AWS is a good sign for interest and willingness of companies to switch from x86 to ARM-based chips such as those offered by Ampere Computing.
Liftr Insights has followed the growth of AWS Graviton from the first generation to the latest generation released this year. Graviton has grown 20% over the past 6 months according to Liftr Insights data.
Other cloud providers choose to use Ampere Computing technology instead of or before implementing their own ARM-based CPUs. Private companies are looking at ARM-based architecture as a possible option for performance at a lower cost and lower power consumption. While debates continue over whether ARM-based architectures can deliver equivalent performance to x86-based architecture for a reduced overall cost, Liftr Insights data indicates that more consumers are willing to make the shift.
“We’ve been watching Ampere Computing and ARM since we started tracking data in early 2019,” says Schadt. “The rate of growth and the impact on Intel and AMD has been exciting to watch. Our customers track those changes every few weeks! We expect even more interest when Ampere Computing and ARM file for their IPOs.”
About Liftr Insights
Liftr Insights generates reliable market intelligence using unique data, including details on configurations, components, deployment geos and pricing for:
- Server processors: Intel Xeon, AMD EPYC and AWS’s Arm-based Graviton brands
- Datacenter Compute Accelerators: GPUs, FPGAs, TPUs and AI Chips from NVIDIA, Xilinx, Intel, AMD, AWS and Google
As shown on the Liftr Cloud Regions map at https://bit.ly/LiftrCloudRegionsMap, among the companies tracked are Amazon Web Services, Microsoft Azure, Alibaba CloudGoogle Cloud, Oracle Cloud, and Tencent Cloud as well as semiconductor vendors AMD, Ampere, Intel, NVIDIA and Xilinx. Liftr Insights subject matter experts translate company-specific carrier data into actionable alternative data. Market intelligence consumers can easily incorporate this timely, standardized and operationally compliant information into their predictive financial models.
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SOURCE Liftr Insights