Amazon, Facebook, and Google are three members of a fairly exclusive club. These three companies order custom server processors from Intel (and other companies). Jason Waxman of Intel was quoted by Wired, "Sometimes OEMs and end customers ask us to put a feature into the silicon and it sort of depends upon how big a deal it is and whether it has to be invisible or proprietary to a customer. We're always happy to, if we can find a way to get it into the silicon".

Now, it would seem, that Google is interested in developing their own server processors based on architecture licensed from ARM. This could be a big deal for Intel as Bloomberg believes Google accounts for a whole 4.3% of the chip giant's revenue.


Of course this probably does not mean Google will spring up a fabrication lab somewhere. That would just be nutty. It is still unclear whether they will cut in ARM design houses, such as AMD or Qualcomm, or whether they will take ARM's design and run straight to TSMC, GlobalFoundries, or IBM with it.

I am sure there would be many takers for some sizable fraction of 4.3% of Intel's revenue.