Re:Hedge fund Third Point urges Intel to explore deal options
by ethbr0 on Thursday December 31, 2020 @02:42PM
(#25596293)
I think Intel's core offering would be value-add neutrality, which is attractive compared to building on (and competing with) first party AWS/GCP.
DigitalOcean, CloudFlare, etc would definitely have to be involved... but it's a tricky balancing act to avoid their becoming dominant solutions, at which point you would have AWS, except as a combination of companies.
Not sure how to square that circle. Maybe an extension of the Open Compute group + FRAND licensing of Apache-style preferred value add solutions on top, with Intel operating the hardware as a certified implementation? Essentially enabling MVNOs for cloud.
Intel's key distinction from foundry-less competitors, is that they can scale capacity to whatever they want, at least on older nodes. And the more volume they scale to, the more they ammortize their own costs (ie fab version of Amazon's AWS rationale).
The key would be establishing an ecosystem where innovation at the higher levels, and FRAND licensing of same, financially rewarded and incentivized players to invest in the platform.
DigitalOcean, CloudFlare, etc would definitely have to be involved... but it's a tricky balancing act to avoid their becoming dominant solutions, at which point you would have AWS, except as a combination of companies.
Not sure how to square that circle. Maybe an extension of the Open Compute group + FRAND licensing of Apache-style preferred value add solutions on top, with Intel operating the hardware as a certified implementation? Essentially enabling MVNOs for cloud.
Intel's key distinction from foundry-less competitors, is that they can scale capacity to whatever they want, at least on older nodes. And the more volume they scale to, the more they ammortize their own costs (ie fab version of Amazon's AWS rationale).
The key would be establishing an ecosystem where innovation at the higher levels, and FRAND licensing of same, financially rewarded and incentivized players to invest in the platform.