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Arm-based servers lead 4Q26 growth as Nvidia faces supply constraints

First reported Source: Crypto BriefingLast editorial activity Write a comment ↓
Top view of NVIDIA GTX 1080 and RTX 2080 graphics cards used in advanced computer setups.
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What happened

Reports from DigiTimes Asia indicate that Arm-based servers have gained a significant market share among hyperscalers, surpassing 50% in 2025 and potentially climbing above 60% by the end of 2026. Meanwhile, Nvidia’s Vera Rubin systems, which began production shipments in August 2026, are experiencing supply issues due to memory and data-center capacity constraints, impacting their availability. NVIDIA is a semiconductor company based in Santa Clara.

Share Arm-based servers are projected to drive growth in the fourth quarter of 2026, as Nvidia faces supply constraints with its Vera Rubin AI-server platform. Read the news about them from hundreds of publishers in Pro.

Sources & evidence

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