We will start this out by saying that Intel has recently scaled back Ice-SP, again. We mean that post roadmap reshuffle, post Cooper Lake knifing, post recent delays, and post dark core count reveal. In case you haven’t been following the news surrounding Intel of late, things aren’t moving in the right direction with this latest info not upsetting the prevailing paradigm. On the up side, at least it explains why they are pulling core counts off many OEM roadmaps.
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Disclosures: Charlie Demerjian and Stone Arch Networking Services, Inc. have no consulting relationships, investment relationships, or hold any investment positions with any of the companies mentioned in this report.
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