Thread regarding Qualcomm Inc. layoffs

Qualcomm vs. Intel - Data Center Server Wars

Nothing new here, but the article (link below) summarizes the potential Intel/Qualcomm wars quite nicely:

Intel’s crown jewel these days is in the data center. It’s one of its fastest growing and most profitable divisions for the Santa Clara, Calif.-based chip maker. In 2015, its data center division contributed $16 billion in revenue with $7.8 billion in profit. Its processing chips for the data center has a 99% market share, and for that, Intel can charge huge price tags for companies to get hold of that silicon.

Let's continue...

But one of Intel’s biggest customer here, Google, is eager for more competition and it’s looking at rival chip maker Qualcomm for help. At Qualcomm’s analyst day this Thursday, Google will likely voice its support for processors based on the ARM chip architecture (instead of Intel’s x86 chip architecture) in a video, according to people familiar with the matter.

OK, now I get it...

Bloomberg was first to report that Google is poised to endorse Qualcomm’s server chip efforts last week, but no official partnership between the two companies is set to be announced this week, sources told FORBES. Still, the planned video does show that Google is interested in a player like Qualcomm succeeding. Bloomberg also reported that the companies are already working together on a server chip and that Google will use the Qualcomm processors only if it meets certain performance benchmarks.

Read the full story here:

http://www.forbes.com/sites/aarontilley/2016/02/08/watch-out-intel-google-is-cozying-up-to-qualcomm-in-the-data-center

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| 1491 views | | 9 replies (last February 10, 2016) | Reply
Post ID: @OP+FQ6qk4Q

9 replies (most recent on top)

Area 51 alert! The Intel conspiracy

http://www.siliconinvestor.com/readmsg.aspx?msgid=30450885

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Post ID: @2dvp+FQ6qk4Q

"Q is being played here." yup, exactly. They know QC is desperately looking for new revenue sources and will play QC to the max.

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Post ID: @2rzt+FQ6qk4Q

Serious question here: Other than potentially being more compatible with mobile device architecture, I'm not seeing any real advantage to using ARM chips over X86 for Google's servers. What am I missing?

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Post ID: @1bdw+FQ6qk4Q

Google is dangling a carrot to get Q to invest enough to appear a threat, to drive down Intel's cost.

Intel will be able to undercut Q no matter what.

Q is being played here.

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Post ID: @1urt+FQ6qk4Q

Qualcomm will soon dominate with its new found server expertise. Oh Intel so sorry for you, bye bye now.

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Post ID: @1hvd+FQ6qk4Q

it began: http://www.anandtech.com/show/7724/it-begins-amd-announces-its-first-arm-based-server-soc-64bit8core-opteron-a1100

still at 0% in 2016.

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Post ID: @1gaf+FQ6qk4Q

bull

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Post ID: @1coj+FQ6qk4Q

It's no secret that G wants to pit other companies against I to help drive down their data center power costs and Intel's profits (and hence G's costs). But in the end, G will be no friend to QC. They will do the same as they did with Android and try to bootstrap as many competitors as they can and not play favorites. So good luck with this Q.

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Post ID: @1wux+FQ6qk4Q

it will take a very long time to achieve this........ dont count the chickens before they are born.... .. wishful thinking is not a good thing.....

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Post ID: @wnc+FQ6qk4Q

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