AI has become the most important compute inflection in decades—but it’s not one workload in one place. Training may concentrate in hyperscale environments, yet fine-tuning and inference increasingly span public cloud, enterprise data centers, edge sites, and endpoints. This shift raises the bar for performance, power efficiency, and architectural consistency across the entire compute continuum.
Arm is uniquely positioned for this moment because its CPU and accelerator IP scales from megawatt data center racks to milliwatt devices, with an open partner model that supports customization without fragmenting the ecosystem. The result is a cohesive foundation that supports heterogeneous systems—where CPUs, accelerators, networking offloads, memory, and software must operate as one integrated platform.
In our latest market report, Arm at the Center of the AI & Data Center Revolution, completed in partnership with Arm, Futurum Research explains why Arm is becoming the connective tissue across AI infrastructure—from hyperscaler silicon and data center orchestration to edge proliferation and “physical AI” systems such as vehicles and robotics—while also unpacking the business model dynamics that shape Arm’s monetization in the AI era.
In this report, you will learn:
Arm is uniquely positioned for this moment because its CPU and accelerator IP scales from megawatt data center racks to milliwatt devices, with an open partner model that supports customization without fragmenting the ecosystem. The result is a cohesive foundation that supports heterogeneous systems—where CPUs, accelerators, networking offloads, memory, and software must operate as one integrated platform.
In our latest market report, Arm at the Center of the AI & Data Center Revolution, completed in partnership with Arm, Futurum Research explains why Arm is becoming the connective tissue across AI infrastructure—from hyperscaler silicon and data center orchestration to edge proliferation and “physical AI” systems such as vehicles and robotics—while also unpacking the business model dynamics that shape Arm’s monetization in the AI era.
In this report, you will learn:
- Why AI compute is becoming more distributed—and why system-level integration matters as much as raw acceleration
- How hyperscalers are adopting Arm for price-performance and efficiency (including Arm-based cloud instance strategies)
- What’s changing inside enterprise data centers as organizations move from “GPU checkbox” to balanced, heterogeneous architectures
- How Arm’s edge ubiquity is enabling AI-native endpoints, and why “physical AI” expands the opportunity set
- The business of Arm in the AI era: ecosystem leverage, software enablement, and real switching costs
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Author Information
Alastair has made a twenty-year career out of helping people understand complex IT infrastructure and how to build solutions that fulfil business needs. Much of his career has included teaching official training courses for vendors, including HPE, VMware, and AWS. Alastair has written hundreds of analyst articles and papers exploring products and topics around on-premises infrastructure and virtualization and getting the most out of public cloud and hybrid infrastructure. Alastair has also been involved in community-driven, practitioner-led education through the vBrownBag podcast and the vBrownBag TechTalks.
