Intel openly acknowledges it. From the article:
"Microsoft’s services are so large, and they use so many FPGAs, that they’re shifting the worldwide chip market. The FPGAs come from a company called Altera, and Intel vice president Diane Bryant tells me that Microsoft is why Intel acquired Altera last summer—a deal worth $16.7 billion, the largest acquisition in the history of the largest chipmaker on Earth. By 2020, she says, a third of all servers inside all the major cloud computing companies will include FPGAs."
Altera strikes me as an odd choice though. I'd have thought Intel would buy out Xilinx, the industry leader, instead.
Intel had been fabbing (some of?) Altera's chips for a few years before the acquisition, so from this angle it makes more sense than Xilinx. As to why Altera had this partnership and not Xilinx, who knows. Perhaps being in second place motivates you to shake things up.
Yes, FPGAs are a pain to program now but so were general purpose CPU's in the early days. Given time and innovation that will change. We are headed towards a time where most algorithms will be run off specialized chips rather than a general purpose CPUs. It's only a matter of time.
Without great improvement and opening of the tools, FPGAs aren't going to be a general-purpose accelerator. It'll be a question of building one specific piece of firmware for one specific project and then deploying it semi-permanently with minor revisions across the cloud.
Wake me up when Visual Studio has an FPGA backend.