Is the Intel Cash Cow in Danger?
There was an interesting panel at the Silicon Summit sponsored by the Global Semiconductor Alliance (GSA) on “Designing for the Cloud.” It was led by Linley Gwennap (The Linley Group) with Ivo Bolsons (Xilinx), Ian Ferguson (ARM), and Steve Pawloski (Micron). Missing of course was Intel which derives close to 30% of its revenue from their Data Center Group (DCG), also known as their cash cow. There were however quite a few Intel people in attendance who were willing to talk, off the record of course.
Unfortunately the presentation slides are behind a firewall on the GSA site but I have them in front of me so I will give you a quick summary. But first, let’s talk about the Intel DCG and the changing cloud landscape.
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