With MCAP, Manufacturers Get a Boost in CO2 Reduction Potential
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Yahoo
2 hours ago
- Yahoo
Nvidia's Arm chips rapidly gain share in server market as AI booms — Nvidia's Arm-powered GB200 servers surge as market reaches a record $95 billion in the first quarter
When you buy through links on our articles, Future and its syndication partners may earn a commission. The global server market experienced an unprecedented surge to nearly $100 billion in the first quarter as companies heavily invested in AI-related infrastructure, according to IDC, and 'accelerated' servers running Arm-based processors comprise one of the most rapidly growing categories, with Arm-powered server shipments rising 70% this year. It appears that the vast majority of these Arm-powered machines are Nvidia's GB200 NVL72 rack-scale solution, based on the Grace Blackwell platform, which features an Nvidia Grace CPU and eight B200 AI GPUs per server. Overall server purchases totaled $95.2 billion in Q1 2025, reflecting a 134.1% increase from the same period in 2024. This figure represents the fastest quarterly growth ever observed in this market, according to IDC. The widespread deployment of GPU-accelerated AI servers is fueling momentum, including those used by hyperscalers, with Nvidia's Arm-based Grace CPUs contributing to a 70% year-over-year increase in Arm server shipments this year. Based on this surge, the annual projection for the 2025 server market was revised upward to $366 billion, representing a 44.6% increase compared to the previous year. Spending on servers based on the x86 instruction set architecture (ISA) is expected to grow 39.9% for the year, reaching $283.9 billion. Meanwhile, systems using Arm and other non-x86 CPUs will gain even more, at a rate of 63.7% year-over-year, with projected sales of $82 billion in 2025. Sales of GPU-based AI and HPC servers are projected to grow by 46.7% in 2025, accounting for nearly half of all spending in this segment. This trend has been amplified by the need for massive computing power to support new AI workloads and training pipelines. Arm-based platforms are also gaining momentum, with shipment volumes projected to rise 70.0% compared to 2024. By the end of 2025, Arm systems are expected to represent approximately 21.1% of total server units shipped worldwide. This is considerably lower than Arm's long-term expectations of 50% market penetration. However, 21.1% is still a huge slice of the pie, considering that the lion's share of these CPUs are Nvidia's Grace processors. Spending on servers is expected to continue rising sharply in the coming years, starting at around $249 billion in 2024 and reaching $588 billion by 2029. The largest category in this period is Accelerated x86 (AI servers based on GPUs or AI accelerators with AMD or Intel processors), which is projected to grow from $112 billion in 2024 to $324 billion by 2029. However, Accelerated Arm machines are also set to expand rapidly, increasing more than threefold from $32 billion to $103 billion by 2029, reflecting a rather rapid adoption of Arm-based systems for AI and cloud workloads. Keep in mind that Accelerated Arm machines released between 2027 and 2028 can use not only Nvidia's processors, but also CPU designs from the 'NVLink Fusion camp,' such as those from Fujitsu, Marvell, MediaTek, and Qualcomm. Of course, it remains to be seen whether they will be able to capture significant market share. Accelerated Other Non-x86 (including FPGA and ASIC servers) is also set to grow, albeit modestly, reaching $31 billion in 2029. Demand for Accelerated AI servers will be driven by more advanced LLMs and LRMs, in addition to the speculation that artificial general intelligence (AGI) is possible. AGI would require even more compute performance than today's AI technologies, according to IDC. "The Stargate project re-announcement promised to invest up to $500 billion in AI infrastructure to help create artificial general intelligence (AGI)," said Kuba Stolarski, research vice president, Worldwide Infrastructure Research. "Shortly thereafter, the release of DeepSeek's R1 reasoning model caused concerns about the necessity of investing in so much infrastructure. [DeepSeek] R1 needed more infrastructure than was reported, and the evolution from simple chatbots to reasoning models to agentic AI will require several orders of magnitude more processing capacity, especially for inferencing. Improvements in the efficiency of model creation were expected and, in fact, a goal in the industry. Efficient models will use fewer resources, and therefore may scale better in multi-user environments, enabling high-level reasoning and possibly eventually leading to AGI." Meanwhile, spending on traditional servers (Non-Accelerated x86) will continue to rise steadily from $91 billion to $130 billion, but it'll become a smaller share of the overall market value. Unfortunately, IDC doesn't make forecasts about the adoption of general-purpose servers based on Arm CPUs, such as those from Arm itself, custom CPUs from hyperscale CSPs, or companies like Ampere Computing. Among geographic regions, the U.S. server market is expected to show the fastest expansion, with sales projected to increase 59.7% year-over-year, accounting for approximately 62% of the total revenue in 2025. China's market is also projected to experience substantial gains of 39.5%, accounting for over 21% of the quarterly server sales. Given that America and China are in an AI arms race, and both countries are unlikely to reduce their spending, such rapid growth is not surprising. Other areas of the world are seeing mixed results. Japan's market is projected to grow by 33.9%, while the Asia/Pacific region, excluding Japan, is expected to grow by 10.8%. Europe, the Middle East, and Africa are forecast to rise 7.0%, and Latin America will see a modest 0.7% advance. However, Canada stands out with a decline of 9.6%, as the prior year included an unusually large transaction. The demand for servers is white-hot across the globe, and it might be a sign that Jensen Huang's 50-year plan to build out AI infrastructure is already underway. Follow Tom's Hardware on Google News to get our up-to-date news, analysis, and reviews in your feeds. Make sure to click the Follow button. Sign in to access your portfolio
Yahoo
2 hours ago
- Yahoo
Grupo Aeroportuario Del Pacifico Presents The Sustainability Report 2024
GUADALAJARA and JALISCO, Mexico, July 04, 2025 (GLOBE NEWSWIRE) -- Grupo Aeroportuario del Pacífico, S.A.B. de C.V., (NYSE: PAC; BMV: GAP) ('the Company' or 'GAP') announces the release of its 2024 Sustainability Report, which outlines key environmental, social, and corporate governance (ESG) results across its airport network. The report covers the period from January 1 to December 31, 2024, and has been prepared in accordance with the Global Reporting Initiative (GRI) Standards and the Sustainability Accounting Standards Board (SASB) framework. As an initial step, we have also considered the International Financial Reporting Standards (IFRS) S1 and S2, issued by the International Sustainability Standards Board (ISSB), which set the requirements for disclosing sustainability and climate-related financial information. The full report is available at GAP's website at under the 'Investors' section. Company Description Grupo Aeroportuario del Pacífico, S.A.B. de C.V. (GAP) operates 12 airports throughout Mexico's Pacific region, including the major cities of Guadalajara and Tijuana, the four tourist destinations of Puerto Vallarta, Los Cabos, La Paz and Manzanillo, and six other mid-sized cities: Hermosillo, Guanajuato, Morelia, Aguascalientes, Mexicali, and Los Mochis. In February 2006, GAP's shares were listed on the New York Stock Exchange under the ticker symbol 'PAC' and on the Mexican Stock Exchange under the ticker symbol 'GAP'. In April 2015, GAP acquired 100% of Desarrollo de Concessioner Aeroportuarias, S.L., which owns a majority stake in MBJ Airports Limited, a company operating Sangster International Airport in Montego Bay, Jamaica. In October 2018, GAP entered into a concession agreement for the Norman Manley International Airport operation in Kingston, Jamaica, and took control of the operation in October 2019. This press release may contain forward-looking statements. These statements are statements that are not historical facts and are based on management's current view and estimates of future economic circumstances, industry conditions, company performance, and financial results. The words 'anticipates', 'believes', 'estimates', 'expects', 'plans' and similar expressions, as they relate to the company, are intended to identify forward-looking statements. Statements regarding the declaration or payment of dividends, the implementation of principal operating and financing strategies and capital expenditure plans, the direction of future operations, and the factors or trends affecting financial condition, liquidity, or results of operations are examples of forward-looking statements. Such statements reflect the current views of management and are subject to a number of risks and uncertainties. There is no guarantee that the expected events, trends, or results will occur. The statements are based on many assumptions and factors, including general economic and market conditions, industry conditions, and operating factors. Any changes in such assumptions or factors could cause actual results to differ materially from current expectations. In accordance with Section 806 of the Sarbanes-Oxley Act of 2002 and Article 42 of the 'Ley del Mercado de Valores', GAP has implemented a 'whistleblower' program, which allows complainants to anonymously and confidentially report suspected activities that involve criminal conduct or violations. The telephone number in Mexico, facilitated by a third party responsible for collecting these complaints, is 800 04 ETICA (38422) or WhatsApp +52 55 6538 5504. The website is or by email at denuncia@ GAP's Audit Committee will be notified of all complaints for immediate investigation. Alejandra Soto Investor Relations and Social Responsibility Officer asoto@ Gisela Murillo, Investor Relations gmurillo@ +52 33 3880 1100 ext. 20294Sign in to access your portfolio
Yahoo
2 hours ago
- Yahoo
Implenia acquires $251.9m construction orders in Switzerland and Germany
Construction and real-estate service provider Implenia has secured a range of new building construction contracts in Switzerland and Germany, together valued at around SFr200m ($251.9m). The contracts include building a new data centre, a hotel rebuild, and a residential development. The company has entered a core and shell contract with sustainable digital infrastructure provider, STACK Infrastructure, to construct a new data centre in Beringen. This marks the eighth such project for Implenia in Switzerland since 2020. This facility will be built to the latest building information modelling (BIM) standards, enabling paper-free operations through the use of 3D models on BIM stations. The completion of the data centre is projected for 2027. In Gstaad, Switzerland, Grand Hotel Park SA has commissioned Implenia to undertake the rebuilding and renovation of the historic Grand Hotel Park, which opened in 1910. As the general contractor, Implenia is responsible for the core and shell construction and coordination of carpentry work. The project aims for Building Research Establishment Environmental Assessment Method certification and is utilising 'lean construction' methods. The hotel, managed by Squircle Capital, began construction in October 2024 and is expected to reopen as The Park Gstaad, A Four Seasons Hotel, in time for the 2026-27 winter season. Implenia has also been selected by real-estate company Mobimo as the total contractor for the Nordbau conversion and extension project in Aarau, Switzerland. The project, which is part of the Aeschbach quarter development, will preserve parts of the old concrete structure for sustainability. The mixed-use building will offer 122 rental apartments, 200m² of commercial space, and will meet the Minergie-ECO standard. All services, from demolition to turnkey interior fittings, will be provided by Implenia, with the project handover scheduled for mid-2028. In Germany, Implenia has acquired contracts for various projects, including a school and shopping centre in Heilbronn, a residential complex in Sindelfingen, and a specialist shopping centre near Bamberg. Additionally, the company is renovating a residential building in Halle and rebuilding a logistics hall for Lufthansa Aviation Training in Neufahrn. Last month, Implenia signed an early contractor involvement contract with SKB for the construction of the first underground section of a deep repository for radioactive waste in Sweden. "Implenia acquires $251.9m construction orders in Switzerland and Germany" was originally created and published by World Construction Network, a GlobalData owned brand. The information on this site has been included in good faith for general informational purposes only. It is not intended to amount to advice on which you should rely, and we give no representation, warranty or guarantee, whether express or implied as to its accuracy or completeness. You must obtain professional or specialist advice before taking, or refraining from, any action on the basis of the content on our site. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
