Server CPUs (Host Processors)

The CPU sitting next to the GPUs. Lower attach value per box than in the pre-AI world, but still material at scale.

Players

Players: AMD EPYC AMD, Intel Xeon INTC, Nvidia Grace (ARM) NVDA, Ampere Computing SoftBank, AWS Graviton (ARM) AMZN, Microsoft Cobalt MSFT, Google Axion (ARM) GOOG, Alibaba Yitian BABA, Huawei Kunpeng Private