Cloud Data Centre Semiconductors – Custom Design & Disaggregation – 10 December 2021

  • Private Equity
  • TMT
  • North America


Senior Product Manager at Microsoft Corp


  • Tier 1 and Tier 2 cloud purchasing momentum for key electronics components and semiconductors into Q1 and Q2 2022
  • Positioning of key cloud data centre suppliers, particularly Intel (NASDAQ: INTC), AMD (NASDAQ: AMD) and Nvidia (NASDAQ: NVDA)
  • Adoption of custom designed semiconductors, particularly AI inference accelerators and ARM (Advanced RISC Machines)-based server CPUs (central processing units), highlighting Google (NASDAQ: GOOGL) and Amazon (NASDAQ: AMZN)
  • CXL (computer express link), DDR5 (double data rate 5) and cloud DRAM and NAND purchasing outlook


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