"However, Alibaba Group Holdings (BABA) is among large data center outfits that are moving more and more to servers using chips based on ARM’s instruction set architecture, instead of Intel’s “x86,” he believes, through ARM partners Applied Micro Circuits (AMCC), Cavium (CAVM), and others:
Alibaba has been using some servers based on AMCC’s ARM based design. We believe that Alibaba is planning on expanding its deployment of ARM based servers with Cavium’s CPU; we would expect this ramp to occur in 1H:16. We also believe that Foxconn Group is also designing and building an ARM based server CPU for Alibaba through Socle Technology, a developer of system-on-chip solutions. Foxconn gained control of Socle Technology, a Taiwanese company, in CY14. Alibaba is one of the big eight data center operators and we believe that its commitment to ARM based servers is a significant development [...] In addition, we are hearing that Amazon, Facebook and Google are working on ARM based CPUs for servers.
Intel shares today are up 10 cents, or 0.4%, at $29.07."