http://www.eetimes.com/document.asp?doc_id=1327954

“There is more change taking place now in [the server] industry than I’ve ever seen, and the root cause of all that is the cloud. It’s accelerating in growth, it’s a worldwide phenomenon, and across all workloads,” said Anand Chandrasekher, senior vice president of Qualcomm’s data center group. “[There] is a tsunami in the server market business and this is a good time for a new entrant to come in,” he said.