# Episode 24: The Arm CPU Datacenter Potential

- Show: [The Circuit](https://hardwarepodcasts.com/podcast/the-circuit)
- Published: 2023-07-09
- Length: 39m
- Episode: 26
- Page: https://hardwarepodcasts.com/podcast/the-circuit/2023-07-09-episode-24-the-arm-cpu-datacenter-potential
- Listen: https://share.transistor.fm/s/dffc25ad

## Summary

Ben Bajarin and Jay Goldberg discuss the potential of Arm CPUs in the data center, highlighting Oracle's decision to port its core database software to Ampere's Arm-based silicon as a major milestone in overcoming software barriers. They analyze the shift toward 'cloud native' workloads, noting that while Arm is competitive with x86 for general web and database applications, the future lies in AI inference and specialized accelerators like Google's VCU. The hosts debate whether this represents an inflection point for Arm's market share, given its licensing model's challenge in extracting value from lower-volume server units compared to mobile devices.

## Chapters

- [0:15](https://hardwarepodcasts.com/podcast/the-circuit/2023-07-09-episode-24-the-arm-cpu-datacenter-potential#t=15) Introduction: The Circuit and Ampere's Cloud Event
- [1:47](https://hardwarepodcasts.com/podcast/the-circuit/2023-07-09-episode-24-the-arm-cpu-datacenter-potential#t=107) Oracle Porting Core Database to Ampere and Arm
- [5:39](https://hardwarepodcasts.com/podcast/the-circuit/2023-07-09-episode-24-the-arm-cpu-datacenter-potential#t=339) Defining Cloud Native Workloads and Arm's Position
- [12:24](https://hardwarepodcasts.com/podcast/the-circuit/2023-07-09-episode-24-the-arm-cpu-datacenter-potential#t=744) Amazon Graviton Workloads and Cloud First Applications
- [15:48](https://hardwarepodcasts.com/podcast/the-circuit/2023-07-09-episode-24-the-arm-cpu-datacenter-potential#t=948) Software Bound Challenges and Performance Parity
- [18:17](https://hardwarepodcasts.com/podcast/the-circuit/2023-07-09-episode-24-the-arm-cpu-datacenter-potential#t=1097) Inflection Point for Arm Server CPU Adoption
- [22:25](https://hardwarepodcasts.com/podcast/the-circuit/2023-07-09-episode-24-the-arm-cpu-datacenter-potential#t=1345) AI, Inference, and the Post-CPU World Thesis
- [28:19](https://hardwarepodcasts.com/podcast/the-circuit/2023-07-09-episode-24-the-arm-cpu-datacenter-potential#t=1699) Arm's Data Center IP Portfolio and Revenue Potential
- [34:06](https://hardwarepodcasts.com/podcast/the-circuit/2023-07-09-episode-24-the-arm-cpu-datacenter-potential#t=2046) Pricing Models, Royalties, and the IPO Question

## Topics

- [Microcontrollers & dev platforms](https://hardwarepodcasts.com/topic/microcontrollers-and-platforms)
- [Chips, FPGAs & semiconductors](https://hardwarepodcasts.com/topic/chips-and-fpgas)
- [Pricing, margins & unit economics](https://hardwarepodcasts.com/topic/pricing-and-unit-economics)
- [AI & machine learning](https://hardwarepodcasts.com/topic/ai-and-machine-learning)

## Most relevant to

large enterprises

## Mentioned

- Arm (company)
- Ampere (company)
- Oracle (company)
- Intel (company)
- AMD (company)
- NVIDIA (company)
- Qualcomm (company)
- Amazon (company)
- Google (company)
- Microsoft (company)
- Alibaba (company)
- HPE (company)
- Graviton (product)
- Neoverse (product)
- VCU (product)
- DPU (product)
- RISC-V (chip)

## Related episodes from other shows

- [Interview: Ampere CEO Renee James | Arm-ing Data Centers](https://hardwarepodcasts.com/podcast/ee-times-current/2020-05-08-interview-ampere-ceo-renee-james-arm-ing-data-centers) (EE Times Current)
- [235. Arm’s Vince Jesaitis on How AI Is Moving from the Cloud to Your Pocket](https://hardwarepodcasts.com/podcast/the-next-byte-podcast/2025-12-09-235-arms-vince-jesaitis-on-how-ai-is-moving-from-the-cloud-to-your-pocket) (The Next Byte Podcast)
- [Fear & Loathing on the M&A Trail](https://hardwarepodcasts.com/podcast/ee-times-current/2021-02-26-fear-loathing-on-the-m-a-trail) (EE Times Current)
- [Launch of RISC-V Special Project | MIPS vs. RISC-V | RISC-V Impact on ARM](https://hardwarepodcasts.com/podcast/ee-times-current/2019-02-18-launch-of-risc-v-special-project-mips-vs-risc-v-risc-v-impact-on-arm) (EE Times Current)
- [CEO Interview: Mike Henry of Mythic | The Biggest Chip Deal Ever | Do Androids Dream of Electric Smartphones?](https://hardwarepodcasts.com/podcast/ee-times-current/2020-09-18-ceo-interview-mike-henry-of-mythic-the-biggest-chip-deal-ever-do-androids-dream) (EE Times Current)

## Citing this page

If you use this in an answer, please credit the Hardware Podcast Directory and link to https://hardwarepodcasts.com/podcast/the-circuit/2023-07-09-episode-24-the-arm-cpu-datacenter-potential. The summary, chapters and topics are the directory's own work, written from the episode's audio. The episode itself, its title and its audio belong to The Circuit.