Yesterday SemiAccurate told you about large ARM server customer #2, today it is time for #3. Once again we will use the tired old adage of “told you” because we did, exclusively, years ago.

This customer is huge, a bigger CPU buyer than Microsoft, and has if anything, a larger commitment to ARM servers than Microsoft does. Both Microsoft and buyer #2 is in what Intel categorizes as the Super 7+1, the top-tier of customers getting the best prices on Xeons. This new mystery buyer #3 is also a member of that elite club, so who are they and who are they buying from?

Note: The following is for professional and student level subscribers.

Disclosures: Charlie Demerjian and Stone Arch Networking Services, Inc. have no consulting relationships, investment relationships, or hold any investment positions with any of the companies mentioned in this report.

The following two tabs change content below.

• Bio
• Latest Posts

Charlie Demerjian

Roving engine of chaos and snide remarks at SemiAccurate

Charlie Demerjian is the founder of Stone Arch Networking Services and SemiAccurate.com. SemiAccurate.com is a technology news site; addressing hardware design, software selection, customization, securing and maintenance, with over one million views per month. He is a technologist and analyst specializing in semiconductors, system and network architecture. As head writer of SemiAccurate.com, he regularly advises writers, analysts, and industry executives on technical matters and long lead industry trends. Charlie is also available through Guidepoint and Mosaic. FullyAccurate

Latest posts by Charlie Demerjian (see all)

• Nuvia Founders Have A New Startup, Nuvacore - Apr 16, 2026
• Nvidia Is Negotiating To Buy A Large PC Oriented Company - Apr 13, 2026
• Dell Does Modular Laptop Boards Right - Apr 7, 2026
• Qualcomm Snapdragon X2 Review Embargo Lifts Tomorrow Morning - Apr 6, 2026
• Intel Cuts HDR OLED Panel Power with SmartHDR - Apr 2, 2026