Intel 3Q16

Intel’s financial results provide useful insight into the economic activities of the Cloud and Colo market. Effectively all of the CPUs (and now FPGAs) used in data centers come from Intel, and the company is slowly extending into other businesses via silicon photonics. The company reported results this week and digging through the numbers foreshadows an interesting conclusion about Cloud and Colo spend in 3Q16.
Requires Optical Active Insight subscription.