With Intel’s forecasts projecting the PC could be the smallest moneymaker five years from now, the company has gone “data center first”—giving Intel’s server business first crack at new manufacturing technologies.
It’s another sign of massive change within Intel, as the traditional PC business is shoved to the side. In a slide presented during Intel’s investor day on Thursday, the company showed off how the total available market (TAM) for its PC CPU business was just $30 billion or so, less than half that of the data center.
The TAM, as its known, projects the maximum available revenue Intel could pull in if it owned the entire market—which won’t happen. It’s an excellent guide to which segments Intel is prioritizing, however: the data center, non-volatile memory like flash and its new Optane, plus mobile communications and various embedded segments.
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Source: News Feed