Counterpoint Research·2025-05-22 09:41Core Insights - The global computing landscape is undergoing a transformation, with NVIDIA collaborating with hyperscale cloud service providers, Qualcomm re-entering the data center market, and Arm solidifying its position in AI [1] Group 1: NVIDIA's Developments - NVIDIA announced the opening of its NVLink Fusion platform, allowing hyperscale cloud service providers to integrate their semi-custom chips into NVIDIA's ecosystem [2] - This initiative addresses the core challenge faced by hyperscale cloud providers in achieving vertical and horizontal scaling on NVIDIA systems, while also enabling NVIDIA to commercialize its NVLink technology [4] - NVIDIA is establishing a larger "NVIDIA Constellation" campus in Taiwan, positioning it as a second headquarters to strengthen partnerships with TSMC, Foxconn, and others, reflecting its strategy to build a robust commercial ecosystem [4] - The company launched the RTX Pro 6000 Blackwell server GPU, which supports diverse workloads and aims to transform enterprise IT architecture for the AI era [5] Group 2: Qualcomm's Strategy - Qualcomm showcased its Snapdragon X series processors, which have driven over 85 PC devices and are expected to exceed 100 designs by 2026, emphasizing efficiency and battery life [9] - The company is reinforcing its "end-cloud collaboration" AI strategy, focusing on the application of Agentic AI in productivity and creative scenarios [9] - Qualcomm plans to release the Snapdragon X2 platform in September, featuring 18 third-generation Oryon V3 cores and targeting a 12% market share in the Copilot PC segment by 2027 [10] Group 3: Arm's Position - Arm is enhancing its role in AI development through deep collaboration with Taiwan's industry ecosystem, launching the new Travis CPU with scalable matrix extension technology for improved performance [13] - The company has established strong partnerships with major hyperscale cloud providers like AWS, Google, and Microsoft, with 50% of new server chips for hyperscale data centers based on Arm architecture [13] - Arm predicts that over 40% of PCs and tablets will adopt Arm architecture by 2025, driven by the growth of Windows on Arm ecosystem [14]