Davis did not name specific customers, but so-called “hyperscale” cloud providers such as Amazon Web Services (AMZN.O) and Microsoft Corp (MSFT.O) in the United States and Alibaba Group Holding (BABA.N) and Baidu Inc (BIDU.O) all purchase Intel chips for data centers whose capacity they rent out to large businesses.Davis also said that Intel expects to output more PC processors this year. The company expects the gap between customer demand and supply will be closed this year, thereby ending the two-years long shortage of lower-margin Intel products.
“What we’re seeing is very strong demand from cloud players,” Davis told Reuters. “I have to give credit to the hyperscalers for this quarter.”
Intel says PC chip production capacity will be boosted this year
Posted on Friday, Jan 24 2020 @ 09:42 CET by Thomas De Maesschalck