Intel is still enjoying a near monopoly in server chips powering the fast growing cloud. However, with Moore’s Law slowing down and shifting cloud computing needs toward much more sophisticated applications, this lead is under threat. Other solutions, like GPUs and FPGAs, and now Google’s TPU can address these shifting cloud computing needs more efficiently. […]
April 10th, 2017 · Comments Off on A New Threat To Intel’s Dominance Of The Datacenter
March 15th, 2017 · Comments Off on Intel’s Adventures In The Internet Of Things
Shares of Intel are plagued by worries about growth. To some extent, these worries are overblown. Intel even managed growth in a declining PC market. And they have plenty of growth sectors to invest in, like the Internet of Things, which also drives growth for many of their core products. The downside is that this […]
March 1st, 2017 · Comments Off on Is Intel Forfeiting Its Process Leadership?
Intel’s process lead is the most important variable that underpins almost everything at Intel. There are signs that Intel is slowly losing that advantage. While we think these concerns are a little premature, the development of its foundry business actually provides some reasons for concern. Is Intel Forfeiting Its Process Leadership?
February 18th, 2017 · Comments Off on Intel: Ready For The VR/AR Revolution?
Many foresee a (near) future where VR/AR solutions will emerge as the next computing platform. Intel has a three pronged strategy to have a meaningful presence. We look how that is developing and are especially impressed with Intel’s original Project Alloy. Intel: Ready For The VR/AR Revolution?
December 19th, 2013 · Comments Off on Intel Corporation INTC: Intel Faces Many Hurdles – Seeking Alpha
We never fully understood the bulls on Intel INTC as for us, for all their technological and process prowess, there seems to be a simple but inescapable truth: Intel is moving from a dominant near monopoly position in a market with high margins PC’s that is actually shrinking to an expanding market tablets and smartphones […]
June 7th, 2013 · Comments Off on King Intel? Not So Fast – Seeking Alpha
It’s a little early to cry victory for Intel. No doubt, the new Haswell processors go a long way in mitigating the disadvantages Intel powered hybrids and tablets running Windows 8 have compared to ARM based hybrids and tablets running Android, although they’re not quite there yet. Perhaps the new Atom based processor Silvermont could […]