Intel’s Results Reflect Move to Cloud Computing - The New York Times

From a snapshot of Intel's increasingly cloudy business model

"Intel’s mix of cloud-computing customers shows how much influence is wielded by just a handful of big operations. Of 200 cloud company customers that Intel tracks, just seven take one-third of those chips: Google, Amazon Web Services, Microsoft and Facebook, as well as Baidu, Alibaba and Tencent of China.

While the rest are now growing at twice the rate of the top seven, Ms. Bryant said, the big companies are unusually demanding customers, even designing their own chip modifications to make their global clouds work better."

Intel’s Results Reflect Move to Cloud Computing - The New York Times