Paul Otellini presided over stellar Intel profits, but his successor in 2013 will have to find a way to challenge ARM.
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- The future of computing is in clusters of small fast CPUs surrounded by faster small GPUs.
No more main CPU.Nov 19, 2012
- For a lot of server workloads, there are still advantages to having the most powerful CPUs you can build that are economical/power-efficient/etc. It's telling that ARM hasn't made nearly as big inroads in the server space as in mobile. (x86 compatibility is part of the reason but low-power x86 has a long history of not taking off in the server space as well.)
I agree that Intel's big challenge is ARM--or, more broadly, having broad success in spaces where x86 doesn't stack the deck heavily in Intel's favor. They have a long track record of trying to play the x86 card in mobile (Atom) and consumer electronics (ViiV) and they mostly haven't gone anywhere where traditional desktop operating systems weren't involved.Nov 19, 2012