# The AI Infrastructure rally is not just about GPUs anymore.

*semiconductor, genai · news · 2026-05-26 · Barchart*

## Key points

- Hyperscalers like Google, Amazon, and Microsoft are migrating from x86 to Arm-based CPUs for AI infrastructure.
- Arm's new AGI CPU platform doubles rack-level performance over x86 and saves up to $10 billion per gigawatt.
- Arm's data center royalty revenue more than doubled year-over-year, driven by AI adoption of Arm CPUs.
- Nvidia's Vera CPU, using Arm-compatible cores, is expected to generate $20 billion in sales this year.
- Jefferies suggests Arm's $15 billion AGI CPU revenue target by 2031 may be conservative due to demand growth.

**Companies:** Nvidia, Alphabet, Amazon, Microsoft, Arm Holdings, Super Micro Computer, Oracle
**Countries:** United Kingdom, United States

[Read the full story on Barchart](https://www.barchart.com/story/news/2133759/arm-surges-as-nvidia-s-vera-drives-cpu-demand)

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Canonical: https://newsio.io/n/51486f6e-e6d7-4bde-92ca-947d69b36433/the-ai-infrastructure-rally-is-not-just-about-gpus-anymore-investors-are-now-ext
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