Server CPUs: A brave new world!
Dear all,In the last few months, the outlook for server CPU has dramatically changed. The recovery in demand for traditional cloud deployments, which we had been calling for a while, kicked off at last, violently, while the explosive spread of agentic AI creates an entire new segment for the market with strong durable growth prospects.
At the same time, the competitive landscape is evolving fast, with custom CPUs and Arm’s own part accelerating from the critical mass they patiently built in recent years. For a snapshot of where the market stands today and how it plays out until the end of the decade, click on the link below!
Server CPUs: A brave new world!
We are hosting a conference call today at 10am ET to go over this work as well as our recently published report on Intel Foundry. You can register HERE.
Pierre.
Intel is a data-centric company. The company's operating segments are: Data Center Group, which develops platforms for compute, storage, and network functions; Internet of Things Group, which facilitates its customers creating, storing, and processing data; Mobileye, which provides assistance and automation solutions; Non-Volatile Memory Solutions Group, which provides memory and storage products based on Intel? Optane? technology and Intel? 3D NAND technology; Programmable Solutions Group, which provides programmable semiconductors; and Client Computing Group, which connects people to data, allowing each person to focus, create, and engage in ways that unlock their individual potential.
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