Saturday, January 10, 2009

Puzzling AMD Cloud Strategy

WSJ reported on Friday that AMD is building a huge supercomputer to deliver cloud computing experiences to gamers. In a nutshell, the system would permit the company to deliver "specialized" hardware and software to users, thus limiting the use of the processor (or graphics chip).

Excuse me, but isn't AMD in the business of supplying the very chips which they are looking to reduce dependence on? If this system enables smart phones and other simple devices to run games in a web browser, as proposed, wouldn't that make a PC or device with a robust chip virtually obsolete?

If I read this correctly, is this a bet that chips won't rule, and even if they do, it will be Intel that rules them? Or is this simply a hedge because everything in IT seems to be "cloud" these days?