Yesterday SemiAccurate told you about large ARM server customer #2, today it is time for #3. Once again we will use the tired old adage of “told you” because we did, exclusively, years ago.
This customer is huge, a bigger CPU buyer than Microsoft, and has if anything, a larger commitment to ARM servers than Microsoft does. Both Microsoft and buyer #2 is in what Intel categorizes as the Super 7+1, the top-tier of customers getting the best prices on Xeons. This new mystery buyer #3 is also a member of that elite club, so who are they and who are they buying from?
Note: The following is for professional and student level subscribers.
Disclosures: Charlie Demerjian and Stone Arch Networking Services, Inc. have no consulting relationships, investment relationships, or hold any investment positions with any of the companies mentioned in this report.
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