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Michael Jones
Worked at Cubic Corporation
Attended University of Missouri–Columbia
Lives in Celebration, FL
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Michael Jones

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If I were to hazard a guess, I'd say they would go somewhere as a hybrid of the current Apple and AMD approach.  AMD is the one really at the front of pushing ARM tech into the server room though, so it would map more to that I'd think than Apple.

They can become an ARM licensee for pretty much a pittance for a company the size of Google, and then build out their own semi design group and contract the actual manufacture to 3rd parties like TSMC, Samsung, Global Foundries, and now even Intel increasingly. 

That silicon could be customized to meet their throughput requirements.  I suspect a lot of the general purpose compute infrastructure of a current generation x86 CPU is not optimally utilized in highly specialized workloads present in a data center on the scale of Google.  Sure, in some places you need general compute, but in others you can go pretty streamlined for specific functions and get a pretty decent pick up in efficiency for special tasks.

It's interesting, as you note, that we seem to be moving back the way of more custom silicon.  As the fabless contract providers are more prolific now than in the past, companies as small as Square are finding it worth the cost to do custom design and contracted manufacturing of semi work, just as the PC industry like HP, Dell, Apple, etc. has now been doing for years with the likes of Flextronics).
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+Kirk Lindstrom Hopefully some of the current investment trends in more North American based semi manufacturing will keep up and shift that balance more.  With folks like Intel who will also open more of their fab centers to outside work, that helps as well. 

Upstate New York for instance has a huge manufacturing presence now in 300mm 28nm and below semi-manufacturing capability at Global Foundaries, and IBM still maintains a large microprocessor manufacturing capability in Fishkill where they build Cell, etc.,  and rents space to smaller companies that need clean room fab space.  I used to source some micro optical displays from a company that was housed in the IBM fab as a tenant. 
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Michael Jones

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Kirk,

The second chart you posted is for Google vs. NASDAQ.  At least that's what I see here.

Michael
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Thanks, I uploaded the wrong chart but now it is fixed.
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Michael Jones

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Hmm, not seeing much 'eyeball' correlation there anyhow....
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Michael Jones

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Sure makes QQQ look interesting.
Below is my chart of NASDAQ Index trend lines with "Irrational Exuberance" & "Irrational Pessimism" charted from 1980 through today. This is an update of a chart I posted three months ago (July 21 Chart) when the NASDAQ was j...
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+Michael Jones Maybe you have an opportunity to start your own fund! 
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Have him in circles
6 people
Colin Thomas's profile photo
Dirt Farmer's profile photo
Dana Huyler's profile photo
Andrew Mansfield's profile photo
Work
Occupation
Program Manager
Employment
  • Cubic Corporation
    Program Manager, 2010 - 2013
  • SPAWAR Atlantic
    Division Chief Engineer, 1997 - 2010
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Map of the places this user has livedMap of the places this user has livedMap of the places this user has lived
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Celebration, FL
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Any sufficiently advanced technology is indistinguishable from magic. - A. Clarke
Education
  • University of Missouri–Columbia
    engineering, 1991 - 1996
  • Naval Postgraduate School
    systems engineering management, 2002 - 2004
  • Charleston Southern University
    MBA, 2007
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Married