[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"article-arm-servers-top-45-percent-data-center-revenue-q1-2026-zh":3,"article-related-arm-servers-top-45-percent-data-center-revenue-q1-2026-zh":31,"series-industry-91d48822-ee0c-45cc-a8d6-f19f69f5d78c":75},{"id":4,"slug":5,"title":6,"content":7,"summary":8,"source":9,"source_url":10,"author":11,"image_url":12,"cover_image":12,"category":13,"language":14,"translated_content":11,"related_article_id":15,"keywords":16,"key_takeaways":23,"views":27,"created_at":28,"published_at":29,"topic_cluster_id":30},"91d48822-ee0c-45cc-a8d6-f19f69f5d78c","arm-servers-top-45-percent-data-center-revenue-q1-2026-zh","Arm 伺服器 Q1 2026 佔營收 45%","\u003Cp data-speakable=\"summary\">IDC 的 Q1 \u003Ca href=\"\u002Fnews\u002Fmidjourney-review-2026-v8-worth-it-zh\">2026\u003C\u002Fa> 數據顯示，Arm 伺服器已拿下超過 45% 的\u003Ca href=\"\u002Ftag\u002F資料中心\">資料中心\u003C\u002Fa>營收，AI rack 是主因。\u003C\u002Fp>\u003Cp>Q1 2026 的全球伺服器市場營收達 1226 億美元，年增 30.4%。在這波成長裡，Arm-based 機器的營收占比已超過 45%，非 x86 營收則來到 587 億美元。\u003C\u002Fp>\u003Ctable>\u003Cthead>\u003Ctr>\u003Cth>項目\u003C\u002Fth>\u003Cth>數值\u003C\u002Fth>\u003C\u002Ftr>\u003C\u002Fthead>\u003Ctbody>\u003Ctr>\u003Ctd>全球伺服器市場營收\u003C\u002Ftd>\u003Ctd>1226 億美元\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr>\u003Ctd>年增率\u003C\u002Ftd>\u003Ctd>30.4%\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr>\u003Ctd>非 x86 營收\u003C\u002Ftd>\u003Ctd>587 億美元\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr>\u003Ctd>非 x86 市占\u003C\u002Ftd>\u003Ctd>47.9%\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr>\u003Ctd>加速型伺服器營收占比\u003C\u002Ftd>\u003Ctd>超過 70%\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr>\u003Ctd>Dell Q1 2026 伺服器營收\u003C\u002Ftd>\u003Ctd>203 億美元\u003C\u002Ftd>\u003C\u002Ftr>\u003C\u002Ftbody>\u003C\u002Ftable>\u003Ch2>發生了什麼\u003C\u002Fh2>\u003Cp>這次不是單一晶片出貨量的變化，而是整個資料中心採購結構在變。IDC 的數字顯示，x86 仍有 52% 營收，但非 x86 已衝到 587 億美元，年增 107.6%，幾乎全由 Arm 硬體撐起。\u003C\u002Fp>\n\u003Cfigure class=\"my-6\">\u003Cimg src=\"https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1782590567215-10kb.png\" alt=\"Arm 伺服器 Q1 2026 佔營收 45%\" class=\"rounded-xl w-full\" loading=\"lazy\" \u002F>\u003C\u002Ffigure>\n\u003Cp>\u003Ca href=\"\u002Ftag\u002Fai-\">AI 基礎設施\u003C\u002Fa>是最大推手。\u003Ca href=\"\u002Ftag\u002Fgpu\">GPU\u003C\u002Fa> 與 ASIC\u002FFPGA 加速型\u003Ca href=\"\u002Fnews\u002Fdistributed-finance-us-payments-trading-zh\">系統\u003C\u002Fa>在 Q1 2026 貢獻了超過 70% 的全球伺服器營收，rack-scale 部署把平均售價一路拉高，讓整體市場更像高單價基礎設施生意，而不是傳統通用伺服器銷售。\u003C\u002Fp>\u003Cp>供應商排名也跟著洗牌。\u003Ca href=\"https:\u002F\u002Fwww.dell.com\" target=\"_blank\" rel=\"noopener\">Dell\u003C\u002Fa> 以 203 億美元、16.5% 份額居首，年增 244.1%；\u003Ca href=\"https:\u002F\u002Fwww.supermicro.com\" target=\"_blank\" rel=\"noopener\">Supermicro\u003C\u002Fa> 達到 93 億美元，年增 128.9%。\u003Ca href=\"https:\u002F\u002Fwww.lenovo.com\" target=\"_blank\" rel=\"noopener\">Lenovo\u003C\u002Fa> 與 \u003Ca href=\"https:\u002F\u002Fwww.hpe.com\" target=\"_blank\" rel=\"noopener\">HPE\u003C\u002Fa> 也都吃到這波需求。\u003C\u002Fp>\u003Cp>另一個變化是 ODM Direct 的比重下降。它雖然仍拿下 50.2% 營收，但較一年前的 64.1% 明顯回落，代表\u003Ca href=\"\u002Ftag\u002F企業-ai\">企業 AI\u003C\u002Fa> 專案與主權 AI 專案更傾向找品牌廠與既有供應鏈合作。\u003Ca href=\"https:\u002F\u002Fwww.nvidia.com\" target=\"_blank\" rel=\"noopener\">Nvidia\u003C\u002Fa> 的 NVL72 這類 rack-scale 系統，正是把這股需求推高的代表。\u003C\u002Fp>\u003Cul>\u003Cli>Arm 不再只是雲端節能選項，而是高價 AI 伺服器的一部分。\u003C\u002Fli>\u003Cli>營收成長主要來自加速型系統，而不是傳統 CPU 伺服器。\u003C\u002Fli>\u003Cli>品牌廠受惠，ODM 的相對優勢正在縮小。\u003C\u002Fli>\u003Cli>單一 rack 的價格已足以改寫季度營收排名。\u003C\u002Fli>\u003C\u002Ful>\u003Ch2>為什麼重要\u003C\u002Fh2>\u003Cp>對開發者和基礎設施團隊來說，這代表伺服器需求的定義已經變了。現在的重點不只是 CPU 架構，而是記憶體頻寬、GPU 互連、電力密度，以及整套軟體\u003Ca href=\"\u002Fnews\u002Fkehua-charging-stack-turns-ev-sites-into-power-hubs-zh\">堆疊\u003C\u002Fa>是否能在 Arm 上穩定跑 AI 工作負載。\u003C\u002Fp>\n\u003Cfigure class=\"my-6\">\u003Cimg src=\"https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1782590566772-2x5x.png\" alt=\"Arm 伺服器 Q1 2026 佔營收 45%\" class=\"rounded-xl w-full\" loading=\"lazy\" \u002F>\u003C\u002Ffigure>\n\u003Cp>這也會直接影響採購與部署策略。單一 NVL72 最高可到 650 萬美元，少數幾個 rack 的訂單就可能超過成百上千台傳統伺服器的營收，讓機房規劃、供電、散熱和機櫃設計的重要性大幅上升。\u003C\u002Fp>\u003Cp>對 x86 陣營來說，訊號很清楚：出貨量領先不再等於營收領先。當雲端與企業客戶開始把 Arm 視為可量產的 AI 平台，CPU 架構之爭就不只是在效能，而是在整個資料中心價值鏈的位置。\u003C\u002Fp>\u003Cp>接下來要看的不是 Arm 能不能繼續成長，而是 AI 支出降溫後，這 45% 的營收占比能否守住。若守不住，這季可能只是加速型伺服器把市場撐到高點的那一刻。\u003C\u002Fp>","IDC Q1 2026 顯示，Arm 伺服器已拿下超過 45% 的資料中心伺服器營收，AI rack 與加速型系統把市場推向高價值硬體。","www.tomshardware.com","https:\u002F\u002Fwww.tomshardware.com\u002Fdesktops\u002Fservers\u002Farm-servers-capture-over-45-percent-of-data-center-market-revenue-gpu-clusters-and-high-end-ai-infrastructure-fuel-a-tectonic-shift-away-from-x86",null,"https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1782590567215-10kb.png","industry","zh","dbef2a8e-079f-40b9-9658-35bc0c52424b",[17,18,19,20,21,22],"Arm","伺服器","資料中心","AI 基礎設施","IDC","x86",[24,25,26],"Arm 伺服器在 Q1 2026 已拿下超過 45% 的資料中心營收。","AI 加速型系統貢獻超過 70% 伺服器營收，是這波成長主因。","品牌廠與 rack-scale 部署受益，傳統 x86 的營收主導地位被削弱。",0,"2026-06-27T20:02:25.594791+00:00","2026-06-27T20:02:25.582+00:00","fa1dc5e8-0eec-4179-8dc0-e35a3d82f701",{"tags":32,"relatedLang":34,"relatedPosts":38},[33],{"name":19,"slug":19},{"id":15,"slug":35,"title":36,"language":37},"arm-servers-top-45-percent-data-center-revenue-q1-2026-en","Arm servers top 45% of data center revenue in Q1 2026","en",[39,45,51,57,63,69],{"id":40,"slug":41,"title":42,"cover_image":43,"image_url":43,"created_at":44,"category":13},"f3bd1fd5-421c-480f-afae-00253829cc44","sifive-raises-400m-at-3-65b-valuation-zh","SiFive 再募 4 億美元，估值 36.5 億","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1782602260303-a4nq.png","2026-06-27T23:17:21.830582+00:00",{"id":46,"slug":47,"title":48,"cover_image":49,"image_url":49,"created_at":50,"category":13},"b9118146-cf23-4eba-8ad6-8a0355239759","ai-giant-ipos-reshape-tech-bull-narrative-zh","兩家萬億級 IPO 把 AI 敘事講透了","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1782601398798-r3vj.png","2026-06-27T23:02:51.535587+00:00",{"id":52,"slug":53,"title":54,"cover_image":55,"image_url":55,"created_at":56,"category":13},"cdee5351-7d06-4653-bf20-5530b470ebfe","openai-jalapeno-llm-inference-chip-zh","OpenAI Jalapeño 指向更快的 LLM 推理","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1782598661806-0sm3.png","2026-06-27T22:17:20.214678+00:00",{"id":58,"slug":59,"title":60,"cover_image":61,"image_url":61,"created_at":62,"category":13},"04c49fb6-62f6-4c36-b495-53ed44d42ceb","anthropic-mythos-5-reopen-key-points-zh","Anthropic Mythos 5 重新開放的 5 個關鍵點","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1782597766854-9565.png","2026-06-27T22:02:20.090425+00:00",{"id":64,"slug":65,"title":66,"cover_image":67,"image_url":67,"created_at":68,"category":13},"2685c709-3a8e-4c1c-8837-d65556834757","ai-tokens-rebound-tao-solana-confidential-compute-zh","AI Token 反彈，TAO 登上 Solana","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1782594176373-jgdo.png","2026-06-27T21:02:34.077063+00:00",{"id":70,"slug":71,"title":72,"cover_image":73,"image_url":73,"created_at":74,"category":13},"defa917b-b3fe-49c7-a1ac-e46e5050737c","azure-databricks-analytics-ai-governance-zh","6 個 Azure Databricks 核心能力","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1782589666004-l3al.png","2026-06-27T19:47:22.100114+00:00",[76,81,86,91,96,101,106,111,116,121],{"id":77,"slug":78,"title":79,"created_at":80},"ee073da7-28b3-4752-a319-5a501459fb87","ai-in-2026-what-actually-matters-now-zh","2026 AI 真正重要的事","2026-03-26T07:09:12.008134+00:00",{"id":82,"slug":83,"title":84,"created_at":85},"83bd1795-8548-44c9-9a7e-de50a0923f71","trump-ai-framework-power-speech-state-preemption-zh","川普 AI 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