Datacenter analyst Matt Kimball digs into Google's announcement at Google Cloud Next of its first home-grown, Arm-based processor and what it could mean for the industry.
After a long wait with much anticipation, Google Cloud Platform has just announced its in-house-designed Arm -based CPU, Axion. For many in the industry, the question of GCP extending its practice of first-party chip design was a matter of when, not if. Moor Insights & Strategy’s founder and chief analyst Patrick Moorhead referred to it as the “industry’s worst-kept secret.
This news also comes about 18 months after the cloud service provider announced a strategic engagement with Arm-CPU vendor Ampere to deploy its chips across GCP data centers. Once again, it mirrors Microsoft Azure’s evolution from x86-only to firmly embracing Arm. There is a lot to dig into regarding GCP’s announcement. I'll provide more market context in the following sections and dig into Axiom. Finally, I'll offer thoughts on what this might mean for Ampere Computing and other Arm-silicon vendors serving the data center market. across 150 instances in almost six years since launching Graviton.
It is important to tell the AWS story because I believe it tells what will be the Azure story, and now the GCP story—and perhaps the larger cloud story .
Arm Google Axion Datacenter Cpus Hyperscalers Google Cloud Platform
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