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I think this in an important trend that's changing the world and it's not just semiconductors it's robotics, cars, and everything. A lot of companies without a seo guy that understand Alibaba are failing.
Judging by the domains that hit SemiWiki everyone in the cloud is making their own chips with the exception of Oracle who killed their chip team last year.
Judging by the domains that hit SemiWiki everyone in the cloud is making their own chips with the exception of Oracle who killed their chip team last year.
It's kind of strange that Oracle doesn't have any new chip offering after they stopped doing development on SPARC. It doesn't match Oracle's combative culture at all.
My take is the big ones are google, amazon, and alibaba. They're more powerful then everyone else. Apple, microsoft, facebook, cisco, oracle, samsung, intel, .... are at a lower level.
