1/5 of all instances deployed in Q4 2024 were GCP’s own Axion

Like Microsoft, Google also took a wait-and-see attitude toward building its own Arm CPUs. And just like Microsoft, Axion launched big with a 21.2% share of all instances deployed on GCP in Q4 of 2024. In many ways, Axion has similar characteristics as Microsoft Cobalt and Amazon Graviton CPU offerings, which make sense as they are all derived from the Arm Neoverse 2 CPU. 

Ampere’s long history in the clouds is shown in the Lift Insights data, but there are dark clouds on the horizon.

SoftBank announced its intent to acquire Ampere Computing for $6.5 billion on March 19, 2025, stating "Ampere’s expertise in semiconductors and high-performance computing will help accelerate [SoftBank's] vision."

Ampere first appeared in Oracle Cloud among the major players. Liftr data show Ampere growth from that first appearance to its 24.0% share of all Arm in the cloud in mid-2024. 

AWS continues its emphatic endorsement of Arm with its Graviton chips

AWS is the dominant deployer of Arm-based instances, with a 57.2% share of Arm instances in the public cloud. While its initial focus was to drive costs down for low-end workloads, AWS has expanded its Arm capabilities over the years, directly benefiting enterprises in multiple ways. Just before Liftr began tracking AWS in 2019, AWS was the first cloud provider to make Arm processors available. But market longevity is only one part of the story. 

Azure is one of the clouds showing strong Arm adoption, as shown by Liftr Insights data

32.9% of new CPUs deployed on Azure in the fourth quarter of 2024 were Arm-based chips. Specifically, these Arm-based processors were Azure's new Cobalt 100 chipset.