Data center
* 15% CAGR through 2019: HPC 20%, cloud >20%, comms >20%, enterprise ~flat.
* Most is CPU, in 2019 something like 20% will be non-CPU.
* Some of network, HPC and enterprise becomes cloud.
* TAM expansion + increased ASP
* 3/4th of cloud is software as a service
* 2/3rd is consumer, 1/3 business
* Number of big players using custom CPUs, silicon photonics, FPGA, 3D XPoint interest.
* Network: $17B TAM, 10% IA MSS (rest is ASSP, FPGA, ASIC), up from 5% MSS in 2013; growing at 10x the market.
* AT&T, Verizon, Vodaphone, Verizon, SK Telecom moving to IA.
* Photonics: on silicon, integration, lower power and form factor and cost -- production early 2016
* Omni-Path Architecture: $1.6B HPC TAM: performance (latency), power and cost. Will be MCP and then on-die.
* 3D XPoint: $34B TAM in 2020: 4x capacity of DRAM, 0.5x cost -- for Skylake platform
=> Want to be leadership in all three above.
Next up: Kirk Skaugen of client and mobile