Is Intel’s worst financial nightmare finally coming true? If a recent press release from Altera and Baidu are to be believed, Intel has a right to be scared stiff.

On the surface the release is nothing more than a somewhat obscure HPC technology demo, but the implications are much more serious. As they say, one is a data point, two is a trend. This release is number two, the first was deadly serious enough, and numbers 3-[insert large number here] aren’t talking. Yet.

Note: The following is analysis for professional level subscribers only.

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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Charlie Demerjian

Roving engine of chaos and snide remarks at SemiAccurate

Charlie Demerjian is the founder of Stone Arch Networking Services and SemiAccurate.com. SemiAccurate.com is a technology news site; addressing hardware design, software selection, customization, securing and maintenance, with over one million views per month. He is a technologist and analyst specializing in semiconductors, system and network architecture. As head writer of SemiAccurate.com, he regularly advises writers, analysts, and industry executives on technical matters and long lead industry trends. Charlie is also a council member with Gerson Lehman Group. FullyAccurate

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