Significant growth opportunities for Marvell.
Demand for specialized processors that optimally allocate workloads, increase performance, reduce power usage, emissions, and cost are growing in demand.
Amazon Web Services (AWS), Google Cloud, Oracle, Microsoft Azure, Alibaba Cloud, Tencent Cloud, Equinix, Baidu, ByteDance, Cloudflare, and many others, have all deployed Arm-based technology for the cloud.
While some hyperscale datacenters are designing their own chips, others are collaborating with Arm silicon partners, including Marvell.
Arm in the cloud represents a significant revenue opportunity for Marvell and other custom silicon designers. The market for Arm-based servers to grow from 3% in 2020 to over 20% by 2026, a CAGR of 45%, according to forecasts by Omdia. Compare this to an overall server CAGR of 9% and a hyperscale CAGR of 11%.
Arm is also the clear market leader in smart network interface cards (NICs) and data processing units (DPUs) for offloading networking, security, and storage.
Over time, we expect every new server to contain one or more DPUs. This also is reflected in Omdia’s research, which by 2026 shows a forecast of 18M DPUs compared to 21M servers.
This rise in DPUs will get a boost from enterprise solution providers like VMware, Dell, and Lenovo (through Project Monterey), in addition to the expected steady growth of public cloud adoption.
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As global industry strives to reduce its carbon footprint and reach net-zero emissions by 2050, how can Marvell support its cloud and datacenter customers in achieving that goal?
Operational floor space in datacenters has more than doubled since 2013.
In the last decade, datacenter workloads have increased by a factor of eight, and internet traffic has increased by a factor of 12.
Power needs have stayed low due to Moore's Law, workload consolidation, and gradually improving cooling strategies. However, these trends are reaching their limits and new techniques are required.
Innovative hardware accelerators for inline ML/AI deliver 100x performance gains over software-based inferencing.
VPP-based hardware accelerator that improves the packet processing rate by over 5x.
Integrated 1 Terabit switch, true inline crypto, and highly programmable packet processing.
Datapath support exceeding 400G.
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Specialized processing, such as purpose-built CPUs, GPUs, DPUs, and other specialized processors that optimally allocate workloads, can increase performance while reducing power usage, emissions, and cost.
Within this context, Arm is working with its partners to create innovative chips and systems that offer unprecedented performance efficiently.
Cloudflare recently started to deploy its 11th-generation servers across its network using Arm-based CPUs designed by Ampere Computing.
Compared to its 10th-generation servers based on traditional CPU architectures, the Arm-based servers process 57% more internet requests per watt.
Cloudflare is now accelerating its mission to build a better internet—one that's safe, high-performing, reliable, and also consumes less energy.
