The Zhitong Finance App learned that according to data from research company IDC, artificial intelligence (AI) infrastructure spending reached 89.7 billion US dollars in the first quarter of 2026. Rack-level GPU servers based on Arm (ARM.US) architecture replaced x86 processors and became mainstream accelerated computing platforms. x86 processors are manufactured by Intel (INTC.US) and AMD (AMD.US).

Zhitongcaijing · 3d ago
The Zhitong Finance App learned that according to data from research company IDC, artificial intelligence (AI) infrastructure spending reached 89.7 billion US dollars in the first quarter of 2026. Rack-level GPU servers based on Arm (ARM.US) architecture replaced x86 processors and became mainstream accelerated computing platforms. x86 processors are manufactured by Intel (INTC.US) and AMD (AMD.US).