Liftr Insights, a pioneer in market intelligence driven by unique data, shows growth of Ampere Computing through the lens of Liftr Insights data. Their data would indicate that Ampere Computing’s presence in the cloud is still growing, with an annual growth rate of 443 percent as of mid-November 2022.
Ampere Computing is a relatively new US-based company that designs and manufactures high-performance microprocessors and system-on-chip solutions. The company was founded in 2017 by Renee James, a former executive at Intel, and is headquartered in Santa Clara, California. Ampere’s products are used in a wide range of applications, including cloud computing, data centers, and high-performance computing. The company’s first product, the Ampere Altra, is a 64-core server processor that was launched in 2019.
Ampere Computing is a competitor of Intel and AMD in the market for high-performance microprocessors and system-on-chip solutions. As a manufacturer of microprocessors, Ampere competes with Intel and AMD for market share and customers in various applications, such as cloud computing, data centers, and high-performance computing.
“Intel and AMD are paying close attention to Ampere,” said Tab Schadt, CEO at Liftr Insights. “They know that Ampere is cutting into their share of the overall market.”
Ampere Computing vs. Intel and AMD
In terms of their product offerings, Ampere’s focus is on server processors, while Intel and AMD both offer a wider range of products, including processors for desktop and laptop computers.
In terms of market share, Intel and AMD are both much larger than Ampere Computing. Intel is the largest manufacturer of microprocessors in the world, and has a dominant position in the market. AMD is the second-largest manufacturer, and has a significant share of the market. In comparison, Ampere is a smaller company and its market share is relatively small compared to Intel and AMD.
Ampere’s products are designed to offer high performance and power efficiency, similar to the products offered by Intel and AMD. As a result, Ampere’s products may be seen as an alternative to those offered by Intel and AMD, and customers may choose to use Ampere’s products instead of those offered by Intel and AMD in some cases.
Overall, while Ampere is a smaller company than Intel and AMD, it sure is a significant player in the market for microprocessors and system-on-chip solutions, and is a notable competitor of both Intel and AMD.
AWS Graviton
Based on the x86 architecture, Intel and AMD create CPUs. With x86, the ARM-based architecture is in competition. As another pre-IPO firm, ARM is one that investors are closely watching.
The ongoing growth of AWS Graviton is one of the markers of Ampere Computing growth indirectly and ARM growth directly, stated Liftr Insights. Graviton makes use of the ARM architecture, just like Ampere Computing. Graviton’s adoption within AWS would be a positive indicator that businesses are interested in and prepared to switch from x86 to ARM-based processors, such as those provided by Ampere Computing.
From the initial generation to the most recent version launched this year, Liftr Insights has monitored the development of AWS Graviton. Using Liftr Insights data, the research company can see that Graviton has increased by 20% over the last six months.
In place of or before building their own ARM-based CPUs, some cloud providers are choosing to use Ampere Computing technology. Private businesses are considering ARM-based architecture as a potential choice for performance at a cheaper price and reduced power consumption. Liftr Insights statistics show that more users are eager to make the switch, despite ongoing discussions regarding whether ARM-based architectures can deliver comparable performance to x86-based architectures for a lower total cost.
“We’ve been watching Ampere Computing and ARM since we started tracking data in early 2019,” added Mr. Schadt. “The rate of growth and the impact on Intel and AMD has been exciting to watch. Our customers are following those changes every few weeks! We expect even more interest when Ampere Computing and ARM file for their IPOs.”
