Well time will tell. DC Shipment are already not growing as fast. Which is now driving majority of its profits. Since the TCO always flavour the high end performance, power efficient chips. Intel will likely have a lead on this for at least the next two node, that is up to 7nm 2022.
But you cant always rely on the Cloud/DC to grow forever. I guess that is why Intel is betting on 5G, from Mobile 5G Modem to Backend SDN. For this reason I think Ericsson is a very good acquistion target for Intel.
Why would you think data center growth is slowing down? The more mobile phones there are doing more complex things, the more servers you need to service them all. The dinky little processor in your phone isn't powerful enough to really do anything on it's own. The backend server is doing all the actual work.
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serendip - Thursday, July 21, 2016 - link
How much could they have made from mobile SOCs? Maybe it was a good decision to leave that segment alone for ARM licensees to fight over.iwod - Friday, July 22, 2016 - link
Well time will tell. DC Shipment are already not growing as fast. Which is now driving majority of its profits. Since the TCO always flavour the high end performance, power efficient chips. Intel will likely have a lead on this for at least the next two node, that is up to 7nm 2022.But you cant always rely on the Cloud/DC to grow forever. I guess that is why Intel is betting on 5G, from Mobile 5G Modem to Backend SDN. For this reason I think Ericsson is a very good acquistion target for Intel.
JKflipflop98 - Monday, July 25, 2016 - link
Why would you think data center growth is slowing down? The more mobile phones there are doing more complex things, the more servers you need to service them all. The dinky little processor in your phone isn't powerful enough to really do anything on it's own. The backend server is doing all the actual work.Meteor2 - Wednesday, July 27, 2016 - link
Apple thinks otherwise.