Asia and Global Semiconductor and Tech Research

Andrew Lu

Equity Bottom-Up

<h2>Summary</h2><ul>
<li>Microsoft invites Intel's competitors to cloud: At 2017 Open Compute Project Summit, Microsoft announced a collaboration with Qualcomm's 48-cores ARM Centriq 2400, AMD's x86 Naples, and Cavium's ThunderX2 ARMv8-A for its next-generation hyper scale open source cloud Project Olympus.</li>
<li>
What's Open Compute Project (OCP)? Facebook started a project to design the world’s most energy efficient data center, one that could handle unprecedented scale at the lowest possible cost. In 2011, Facebook…</li>
</ul>

Summary
Microsoft invites Intel's competitors to cloud: At 2017 Open Compute Project Summit, Microsoft announced a collaboration with Qualcomm's 48-cores ARM Centriq 2400, AMD's x86 Naples, and Cavium's ThunderX2 ARMv8-A for its next-generation hyper scale open source cloud Project Olympus.

What's Open Compute Project (OCP)? Facebook started a project to design the world’s most energy efficient data center, one that could handle unprecedented scale at the lowest possible cost. In 2011, Facebook…


Challenges and Risks Ahead for Intel; Part 2 on Microsoft's Olympus Platform to Invite Competitors

United States

Cavium Inc. provides semiconductor processors that enable intelligent networking, communications and security applications. The Company offers a broad portfolio of software compatible processors and accelerator boards ranging in performance from 10 Mbps to 10 Gbps.

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Cavium Inc (CAVM US)

Challenges and Risks Ahead for Intel; Part 2 on Microsoft's Olympus Platform to Invite Competitors

Summary Microsoft invites Intel's competitors to cloud: At 2017 Open Compute Project Summit, Microsoft announced a collaboration with Qualcomm's...

Andrew Lu

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