The cloud is the fiercest front in the chip wars
Data-centre chips were once a stale monopoly. Now the business is brimming with competition
It is easy to think of the computing cloud as the placeless whereabouts of the latest Netflix series, your Spotify playlists, millions of wanton selfies and your digital assistant. It is even easier to ignore it altogether, at least until Alexa alerts you that your storage space is filling up and helpfully offers to rent you extra room, of which there always appears to be more available. Necessary, disembodied and, for $9.99 a month, to all intents and purposes limitless: it is the ether of the digital age. This ether, though, has a very unethereal side—the vast data centres where all this information is physically stored and, increasingly, processed by powerful computers known as servers. The semiconductor hardware that makes the servers powerful is fast becoming the hardest-fought front in the battle over the $600bn global market for computer chips.
This article appeared in the Business section of the print edition under the headline “The hard edge of the cloud”
More from Business
TikTok’s time is up. Can Donald Trump save it?
The imperilled app hopes for help from an old foe
The UFC, Dana White and the rise of bloodsport entertainment
There is more to the mixed-martial-arts impresario than his friendship with Donald Trump
Will Elon Musk scrap his plan to invest in a gigafactory in Mexico?
Donald Trump’s return to the White House may have changed Tesla’s plans
Germany is going nuts for Dubai chocolate
Will the hype last?
The year ahead: a message from the CEO
From the desk of Stew Pidd
One of the biggest energy IPOs in a decade could be around the corner
Venture Global, a large American gas exporter, is going public