Michael S (already5chosen.delete@this.yahoo.com) on January 29, 2013 4:36 pm wrote:
> High throughput computing, no x86 => NVidea, but they have no fabric IP and they are relatively small.
> High throughput computing, lots of fabric IP to reuse => IBM, but they have big
> x86 server business, and, unlike HP and Dell, show no interest in ARM servers.
> Fujitsu - similar to IBM
> Oracle - similar to IBM and Fujitsu, except x86 server business less critical
> for companies bottom line. But their SunFire fabric is outdated.
> Xilinx - no signs of interest in ARM cores beyond Cortex-A9, the company is even smaller than NVidea.
> LSI - too silent.


I assumed he meant Cisco, who might like a way to expand on their nascent server business. I wonder if the foundry agreement they've been rumored to have/be working on with Intel forbids them from dabbling in ARM, to prevent just this sort of thing? If so, three points for cleverness, Intel!