But the biggest issue for Intel is a loss of credibility over Itanium, and a growing dissatisfaction with their domination over this marketplace. As AMD and IBM continue to add new technologies here, they have lost the leading edge mindshare on the high-end. The Opteron architecture is really optimized to handle multi-processing, and IBM's miserly power requirements means that large piles of CPUs won't need to be cooled as much as the others, making it easier to build more complex systems.
Will Intel be able to recapture this market? Will Itanium ever be more than a diversion for most system builders? I have my doubts. AMD didn't name its 64-bit chips Hammer for nothing.
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Subsea cable alternatives can provide a level of comfort for those concerned about disruptions. Realistically, they will continue to play a small, but critical role in the short term.
