1.05a · part of Server CPUs
Who makes hyperscaler arm cpus for AI data centers
Arm-based server CPUs designed in-house by a hyperscaler for its own fleet, such as AWS Graviton, Google Axion, and Microsoft Cobalt.
Companies on this part (3)
| Company | Role | Ownership | Ticker | Price | 1d | Confidence | Note |
|---|---|---|---|---|---|---|---|
| Alphabet (Google) | manufacturer | public | GOOGL | inferred | Axion | ||
| Amazon (AWS) | manufacturer | public | AMZN | 256 USD | -2.2% | inferred | Graviton |
| Microsoft | manufacturer | public | MSFT | 505 USD | +1.8% | inferred | Cobalt |
Who competes here
The same table read the other way: every company above competes for hyperscaler arm cpus sockets. Confidence tags matter — an inferred placement is a lead, not a confirmed rivalry.
Nearby parts
- Parent: Server CPUs
- Previous in layer: Startup accelerators
- Next in layer: NICs / SuperNICs
- Layer: Layer 1 — Compute silicon & packaging
Sources: placements without a source URL come from the taxonomy seed and are tagged accordingly. How this data is built.· Markdown · JSON