Graviton (Amazon) and Cobalt (Microsoft) leverage Arm architecture to compete in the AI compute market.

The entities involved

• Amazon →

  American multinational technology company

  • Nvidia is expanding its platform deployment across major cloud providers, including Google Cloud and Microsoft Azure.Mon 17:31
  • Arianespace, a subsidiary of ArianeGroup, launched satellites for Amazon Leo constellation, supporting ESA's access to space.Mon 17:10
• Microsoft →

  American multinational technology corporation

  • Cloud giants, including Microsoft, Amazon, Anthropic, OpenAI, and Google, are benefiting from overall AI market growth while navigating corporate cost containment and future market competition.Mon 16:50
  • Google Cloud growth has surpassed market gains for both AWS and Azure.Mon 16:50
• Nvidia →

  American multinational technology company

  • Apple is utilizing TSMC for advanced chip manufacturing, a trend observed alongside market pricing pressures affecting sales volume.Mon 17:45
  • A market sell-off hit major chip companies (AMD, Intel, Micron, Samsung, Nvidia) as the AI trade cooled and investors entered risk-off mode.Mon 17:34

Related events

• Nvidia sold its entire equity stake in Arm and confirmed the use of Arm architecture in its processors.Sep 3
• CoreWeave is leveraging GPU compute power for AI infrastructure, serving customers like Jane Street.Jun 18
• Nvidia, SpaceX, CoreWeave, Intel, and Rubin announced a mutual investment and partnership focused on AI compute capacity and data center development.Aug 28
• CoreWeave utilized Nvidia GPUs for cryptocurrency mining, specifically for Ethereum and Bitcoin, while also providing AI infrastructure to tech companies.Aug 1
• Conventional CPUs and cloud providers are challenging Nvidia's dominance in the AI chip market.Aug 30