Cloud Hardware: AMD and Graviton share gains continued

Recently, the weak PC demand has triggered more concerns about chip providers’ performance, while the companies’ data center businesses now receive increased focus.

With our exclusive, licensed data, we help investors monitor the usage and spend trends across general and accelerated compute within hyperscale cloud. Our recent data shows market share gains have continued for AMD and Graviton.

AMD and Graviton share gains continued in compute spend

Despite INTC chips still representing the majority of cloud compute spend in our panel, our data shows that AMD continues to take both spend and usage hours share from INTC across AWS and Azure.

Although Graviton’s share of spend and usage hours is still relatively low, it has roughly doubled since Mar-22.

Graviton’s non-compute share concentrated in Database & Analytics services

Driven by the growing spend on Database and Analytics services, AWS Graviton has continued to take non-compute shares, up 4.2pp since the beginning of 2022. As Graviton tends to be a lower-cost option, the estimated market share for Graviton is even higher on a usage basis.

On the other side, AMD has a limited presence in these non-compute instances, we believe due to being offered on far fewer instances for related products.

NVDA still dominates Accelerated Compute market

NVDA continues to handle >99% accelerated compute spend in our panel across both AWS and Azure, led by Tesla V100 and T4 Tensor Core GPUs, with little share gains by other competitors like AMD.