One-on-One with Lip-Bu Tan
Monday was Lip-Bu's turn for a chat with Ed Sperling. The same event last year was billed as a "fireside chat" but was postponed for 15 minutes when a spotlight really did catch fire. Taking no chances, this year it was re-branded as a one-on-one chat, and the spotlights obliged by not bursting into flames.
Ed started with a softball question about which markets are going to be hot. Lip-Bu gave the stock answer (mobile, automotive, IoT, HPC), but emphasized that there isn't something on the horizon on the scale of mobile with literally billions of units per year shipping. But he sees lots of opportunity and disruption in cloud datacenter infrastructure due to big data. Adding data from cars to hyperscale web services and it's huge. Lip-Bu is excited about the whole semiconductor industry.
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