You’ve got to hand it to Bloomberg. You’d think they might back off of anonymously-sourced stories involving server chips. But no, the publication is diving right in with a new report on the FPGA’s used on Microsoft’s Azure servers.
According to the report, Xilinx FPGAs now account for over 50% of those used on the public cloud provider. If this trend continues, Intel’s Altera unit may be in trouble. Intel bought Altera back in 2015 for a cool $16.7 billion, and I’m sure thought they were getting in just as FPGAs were going to dominate the new ML, AI, and Deep Learning workloads.