Hyperscalers And Cloud Builders Resume Their Spending Spree

After two and a half quarters of tightening the purse strings, the world’s largest consumers of infrastructure – the eight major hyperscalers and cloud builders – plus their peers in the adjacent communications service provider space all started spending money on servers and storage again, and Intel can breathe a sigh of relief as it works to get its 10 nanometer manufacturing on track for the delivery of “Ice Lake” Xeon SP processors sometime in the second half of next year.