In general, ARM servers have had pretty tepid market demand. Ultimately they aren’t providing any benefits over x86, and folks are reluctant to leave the familiarity of x86 behind without really good benefits.
To the extent there is appeal for arm, Nvidia is one of the better positioned arm vendors, and gigabyte is also a big player in that. But even then reports are that not even the promise of the most integrated Nvidia GPU experience has been enough to really motivate people to go for Grace either. Plenty of market for hopper and Blackwell, just not the grace variants.
In general, ARM servers have had pretty tepid market demand. Ultimately they aren’t providing any benefits over x86, and folks are reluctant to leave the familiarity of x86 behind without really good benefits.
To the extent there is appeal for arm, Nvidia is one of the better positioned arm vendors, and gigabyte is also a big player in that. But even then reports are that not even the promise of the most integrated Nvidia GPU experience has been enough to really motivate people to go for Grace either. Plenty of market for hopper and Blackwell, just not the grace variants.