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Posted by Richard Fichera on July 23, 2013
Yesterday Intel had a major press and analyst event in San Francisco to talk about their vision for the future of the data center, anchored on what has become in many eyes the virtuous cycle of future infrastructure demand – mobile devices and “the Internet of things” driving cloud resource consumption, which in turn spews out big data which spawns storage and the requirement for yet more computing to analyze it. As usual with these kinds of events from Intel, it was long on serious vision, and strong on strategic positioning but a bit parsimonious on actual future product information with a couple of interesting exceptions.
Content and Core Topics:
No major surprises on the underlying demand-side drivers. The the proliferation of mobile device, the impending Internet of Things and the mountains of big data that they generate will combine to continue to increase demand for cloud-resident infrastructure, particularly servers and storage, both of which present Intel with an opportunity to sell semiconductors. Needless to say, Intel laced their presentations with frequent reminders about who was the king of semiconductor manufacturingJ
This event is well timed on Intel’s part. Legacy IT processing is not an issue. For all practical purposes, Intel owns this space. But the emerging worlds of cloud, big data, and the Internet of things may have some surprises left as they develop. This event allows Intel to highlight its successes and lay out strategy for what will be the fastest growing segments of the infrastructure business, and also ones where Intel may actually face competition from emerging ARM alternatives and an intensely focused AMD, which has put a lot of its muscle behind cloud, mobile and low-power semiconductors and has, as noted, managed to snatch up a couple of highly visible CPU contracts. As noted, these will be low margin business, but they will keep fab volumes high, which can help the yields and costs for other AMD products.
In summary, this was a powerful event for Intel, serving notice that they seem to be continuing their legacy of constructive paranoia, despite their dominant position in the market.
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