Ampere: A David vs. Goliath story in the cloud, as told by Liftr Insights data

Amid SoftBank acquisition, there are dark clouds on the horizon for Ampere's long history in the clouds

AUSTIN, Texas, March 26, 2025 /PRNewswire/ -- Liftr Insights, a pioneer in market intelligence driven by unique data, released information about Ampere showing the semiconductors from Ampere Computing losing ground in the cloud amid the recent announcement that SoftBank Group will be acquiring the company for $6.5 billion.

The article shows a total market share decrease by Ampere after years of increases and with representation across all the major cloud providers except AWS. Specifically, Ampere dropped from over 20% of the Arm market in the cloud to 18.2% after the recent introduction of Azure Cobalt and Google Axion. AWS's Arm-based Graviton instances also continue to expand.

Looking at the data, market intelligence analysts can see an average of 30% savings by using Ampere in lieu of AMD or Intel semiconductors, though they can find more detailed information, e.g., by region or cloud provider, by working with Liftr Insights directly.

But, the challenge coming from AWS, Microsoft, and Google with their own Arm-based instances is putting increased pressure on Ampere. As stated in the article, "Azure currently offers better performance and is 8.8% cheaper than Ampere."

The information in this Ampere article provides a solid beginning for market intelligence analysts forecasting, planning, or considering the pros and cons of choosing instances by Ampere Computing for their enterprise.

For over half a decade, Liftr has been providing data to customers ranging from Financial Services firms making investment decisions to semiconductor vendors.

The article can be found at https://liftrinsights.com/series/arm-rising/ampere-a-david-vs-goliath-story-in-the-cloud. Liftr Insights also recently started a series of articles focused on AI models, while this current series is focused on Arm.

About Liftr Insights
Liftr Insights generates reliable market intelligence using unique data. Liftr Insights cloud and semiconductor data cover the globe and represent census data for over 75% of the public cloud. Liftr Insights subject matter experts translate company-specific service provider data into actionable alternative data, including details about configurations, components, deployment geo, and pricing for:

• Server processors: Intel Xeon, AMD EPYC, Aliyun Yitian, AWS Graviton, Azure Cobalt, Google Axion, NVIDIA Grace, and Ampere Computing Altra
• Datacenter compute accelerators: GPUs, FPGAs, TPUs, and AI chips from NVIDIA, Intel, AMD, AWS, Google, and Qualcomm
• Public cloud AWS, Microsoft Azure, Alibaba Cloud, Google Cloud, Oracle Cloud, Tencent Cloud, CoreWeave, Lambda, and Vultr.

For a sample of Liftr data, check out the Liftr Cloud Regions Map at https://bit.ly/LiftrCloudRegionsMap. 

Liftr and the Liftr logo are registered service marks of Liftr Insights. The following are trademarks and/or service marks of Liftr Insights: Liftr Insights, Cloud Components Tracker, Intelligence Compute Tracker, and Liftr Cloud Regions Map. 

The following are registered intellectual property marks, trademarks, or service marks of their respective companies:
Amazon Web Services
Microsoft Azure
Alibaba Cloud
Google Cloud
Oracle Cloud
Tencent Cloud
CoreWeave
Lambda
Vultr
Intel Corporation
Ampere Computing
Qualcomm
NVIDIA
AMD
ARM
SoftBank

SOURCE Liftr Insights