24 Jan
2020
24 Jan
'20
3:39 p.m.
On Tue, 21 Jan 2020 11:38:45 +1300, I wrote:
Who is buying most of these server chips? ... “hyperscaler” companies that are named by one commenter as Alibaba, AWS, Azure, Baidu, Facebook, Google and Tencent, each taking over a million CPUs per year.
And it appears that they buy by auction, according to some comments on <https://www.theregister.co.uk/2020/01/24/intel_q4_earnings/>. Which is why Intel is raking in record profits, even while many of its customers are finding it harder to get supply.