Arm says Amazon’s Graviton revenue commitments grew more than 20x year over year

Arm points to AWS's custom chip ramp as a key driver of its record $1.44 billion quarter and rising hyperscaler server share Arm Holdings says Amazon’s commitments for its Graviton server processors grew more than 20-fold year over year. That is the kind of growth rate usually reserved for startups, not a chip line inside the world’s largest cloud provider. The disclosure came alongside Arm’s Q2 FYE27 earnings release on November 4, 2026. It offers one of the clearest signals yet that hyperscalers are moving real workloads onto Arm-based silicon, and moving them quickly. The numbers behind the chips Start with Arm itself. The company posted record quarterly revenue of $1.44 billion, up 27% from the same period a year earlier. Arm credited much of that jump to two things: higher server-related royalties and a growing share of hyperscaler deployments. The quarter also extended a notable streak. Arm has now delivered five consecutive quarters of revenue growth above 20% year over year. Then there is Amazon’s side of the ledger. Graviton is the Arm-based CPU that Amazon Web Services designs in-house and rents out to cloud customers. Beyond the more than 20x rise in Graviton revenue com...