观点pk，正方：高通、谷歌联手搞垮英特尔就对了

据报道，高通的ARM服务器处理器可能被谷歌的数据中心采用；谷歌可能成为高通最大客户，因为它每季度为数据中心采购30万处理器芯片；高通和谷歌在智能手机处理器领域也可以组队。

上个月在谈到高通在中国的服务器合资公司时，我们刚刚提过高通可以和主要的云服务供应商也采用类似的合资公司的模式，这其中就包括谷歌和Facebook。报道称谷歌将和高通达成合作在谷歌的数据中心中采用高通的服务器芯片，这可以视为两家公司达成广泛联盟的开始。

Summary

According to Bloomberg, Qualcomm's ARM server processors may be used by Google in its data centers. Google could serve as a major customer for Qualcomm, since it buys 300,000 processors every quarter for its data centers. Qualcomm and Google could team up in custom smartphone processors as well.

It was only last month when I speculated that Qualcomm's (NASDAQ:QCOM) server joint venture in China could pave the way for similar joint ventures with major Cloud service providers such as Alphabet's Google (NASDAQ:GOOG) (NASDAQ:GOOGL) and Facebook (NASDAQ:FB). Bloomberg reported that Google is engaged in a partnership with Qualcomm to use its server chip in Google data centers. This could be the start of an, even more, extensive alliance between the two companies.

Penetrating Difficult Markets

My recent article on Intel's efforts in data center networking received a comment to the effect that server processors featuring ARM Holdings (NASDAQ:ARMH) architecture were totally unsuited for data center use. I've often seen such sweeping generalizations on Intel's (NASDAQ:INTC) behalf such as "Intel will dominate mobile devices" and "ARM foundries will never develop 14 nm FinFET processes." Neither assertion has proved correct.

Apparently Google disagrees with the assertion about ARM suitability in the data center as well. According to the Bloomberg article, Google is taking Qualcomm's server offerings very seriously, cooperating on design work and committing to using the processors if they meet expectations.

Intel bulls would have us believe that the data center remains a secure bastion for x86 processors, and I even believed this for a while myself. A couple of factors have served to persuade me otherwise.

参见反方观点：英特尔应该是盟友而不是敌人">高通和英特尔应该是盟友而不是敌人