Comments on: How Much Money Does Arm Make In The Datacenter? https://www.nextplatform.com/2025/02/06/how-much-money-does-arm-make-in-the-datacenter/ In-depth coverage of high-end computing at large enterprises, supercomputing centers, hyperscale data centers, and public clouds. Thu, 13 Feb 2025 17:02:20 +0000 hourly 1 https://wordpress.org/?v=6.7.1 By: Timothy Prickett Morgan https://www.nextplatform.com/2025/02/06/how-much-money-does-arm-make-in-the-datacenter/#comment-248554 Wed, 12 Feb 2025 04:04:33 +0000 https://www.nextplatform.com/?p=145272#comment-248554 In reply to Paul Charlton.

Nope. I just typed the wrong number. Apologies. It was supposed to be $2.73 billion.

]]> By: Paul Charlton https://www.nextplatform.com/2025/02/06/how-much-money-does-arm-make-in-the-datacenter/#comment-248533 Tue, 11 Feb 2025 18:13:39 +0000 https://www.nextplatform.com/?p=145272#comment-248533 “11.1 percent of its fiscal 2023 revenues, or $303 million out of $1.56 billion”

Did I misunderstand that but 11.1% of $1.56 billion is $173 million, not $303 million?

]]> By: Michael Bruzzone https://www.nextplatform.com/2025/02/06/how-much-money-does-arm-make-in-the-datacenter/#comment-248127 Fri, 07 Feb 2025 22:07:21 +0000 https://www.nextplatform.com/?p=145272#comment-248127 I can offer Xeon annual volume on a quick take this can be precisely refined but good enough for this purpose. Quantities are DCG annual revenue / $1K AWP / 2 = 50% gross but I counsel to estimate on Intel net as the actual volume covering all costs.

2009 = 8,430,480 units
2010 = 8,192,133
2011 = 9,633,624
2012 = 12,074,929
2013 = 16,564,177
2014 = 20,040,284
2015 = 22,218,597
2016 = 22,256,694
2017 = 16,757,767
2018 = 20,179,510
2019 = 19,353,829
2020 = 19,271,472
2021 = 20,645,936
2022 = 17,454,704
2023 = 7,365,170
2024 = 6,090,283 shows a drop of < 72.7% since the 2015 peak
Total at $1K / 2 = 229,906,977

The average over 16 years = 14,369,186

2014 to 2020 reveals commercial analysts so said 20 million-ish annual that is low on channel supply data.

I can provide quarters on INTC 10Q revenue / $10K net take covering all costs.

2021
q1 = 6,758,621
q2 = 7,844,828
q3 = 10,216,112
q4 = 7,475,263
Total = 32,294,824

2022
q1 = 8,596,001
q2 = 5.743,041
q3 = 7,223,821
q4 = 8,078,880
Total = 29,641,743

2023
q1 = 12.922,052
q2 = 9,163,317
q3 = 5,819,748
q4 = 9,149,137
Total = 37,054,254

2024
q1 = 2,041,978
q2 = 5,546,861
q3 = 1,578,688
q4 = 4,578,199
Total = 11,703,748

Total over 5 YEARS = 112,736,546
Average / qty = 7,046,034

But this is the actual volume of Xeon on channel supply data revealing bundle deal, wholesale trade exchange, country extort tariffs and black market banking system also known as DCG product laundering theft,

v2 = 1,205,691,518 and this is why Intel is financially stressed
v3 = 2,191,476,094 on the marginal cost loss of revenue units
v4 = 1,102,124,406 relied as product bribe on their exchange value
SL = 614,079,144 albeit on social welfare cemented Xeon share position
CL = 207,664,808
IL = 13, 233,675 on refined estimate
SR = 8,483,125 on refined estimate
ER = 670,578
SF+GR preliminary samples = 189,652 to 369,961

All up 5,343,793,309 processors or 296,877,406 racks x 18 CPU
AMD and ARM, and Intel are well aware of the concealed installed base volume.
That volume 5.343 Billion units is the basis for server plus accelerator TAM replacement.

AMD Epyc volume on net

2018
q1 = 117,211 units
q2 = 357,003
q3 = 445,297
q4 = 178,426
Total = 1,097,937

2019
q1 = 148,784
q2 = 766,115
q3 = 137,346
q4 = 310,640
Total = 1,362,885

2020
q1 = 441,392
q2 = 670,731
q3 = 1,073,170
q4 = 1,287,904
Total = 3,473,097

2021
q1 = 1,099,499
q2 = 4,331,103
q3 = 132,053
q4 = 1,216,446
Total = 6,689,101

2022
q1 = 1,778,617
q2 = 1,115,733
q3 = 1,907,968
q4 = 1,905,720
Total = 6,708,038

2023
q1 = 1,065,892
q2 = 1,014,577
q3 = 1,963,303
q4 = 2,446,491
Total = 6,490,264

2024
q1 = 1,521,269
q2 = 3,632,082
q3 = 1,365,593
q4 = 818,425
Total = 7,337,370

AMD 7 Year Epyc Total = 33,158,691
Average over 7 years = 4,736,956

AMD production share over 7 years = 15%
Intel production share over 7 years = 85%

AMD production share in 2024 = 38.5%
Intel production share in 2024 = 61.5%

My AMD full year 2024 will be posted at my seeking Alpha comment spot shortly

Mike Bruzzone, Camp Marketing

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