The growth in the data center and other businesses is driven by the need to move, store and crunch all the data being generated by not only people and their computers, but smart factories, data heavy entertainment, connected retail stores and autonomous driving.
[...]
“Data is going to explode across the network,” Krzanich said. “We are a data company. We are a company that will grow off this data explosion over the next four to five years.”
Krzanich describes the strategy as a virtuous cycle of growth, meaning that any one piece of the circle feeds the rest. Each device generates data and requires strong connectivity and then a cloud system to apply analytics or artificial intelligence to be useful. At each of those levels, Intel wants a piece.
“We are targeting areas that are data-driven and take the technology and the (intellectual property) we generate in the core business and extend it,” Krzanich said.
By doing this, the company is increasing its addressable market beyond the traditional $45 billion PC and data center CPUs space. He outlined a broader $220 billion market that includes adding such data center products as networking with Silicon Photonics, which can move data within a data center much faster.