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From: BeenRetired9/11/2017 8:33:23 AM
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QCOM CC: Rolling your own data center another NBT....................................................



Unidentified Company Representative

By far. Another area that you guys are getting some success in is the data center. Partnered with another company [indiscernible], maybe talk about what the data center means to Qualcomm? Focused there and the advantages you have, how's that working out.



Steve Mollenkopf

Sure. So the data center is an interesting space for us because it's going through a transition. And the transition I think there at least three aspects of it that I would highlight. One, is the growth is happening in data centers that people are architecting and building themselves. Meaning that these are the big cloud providers. They are building providers. They are building their own cloud areas, where they're offering cloud services broadly. And they want to have control over the architecture of the data center, and they want a willing partner that has scale and someone instead of just their normal option. And so that's an opportunity for us, particularly in the developing world and particularly on the West Coast in the United States. We have that.

The second one is that you're seeing the advent or the growth of the Chinese cloud. So China wants to have its own cloud, and we're leveraging a joint venture in China that’s Guizhou to participate in the growth of that cloud. So as a new participant in the data center space, we want to figure out how do we build scale and get some of these big trends, get on the front-end of these big transitions, so we're doing that.

And then the second – the third one, the final one is that this is probably the first time in the history of semiconductors where transistor leadership is not occurring in the PC space first. So we're seeing through Samsung and TSMC particularly extremely competitive just raw transistor capability, which we think enables us to compete not only in handset space, but we can leverage that investment to see it a real disruption, we think, competitive disruption, in the data center space.

That all being said, it's early days. We're pleased with the customer traction that we're getting, but we're trying to be very, I think, prudent in how we talked about it industry, which is it's going to take a while for us to learn how to be successful in this space. Same thing happened to us on – in the computing part of smartphones. Everyone would say, okay, we had to build a couple of generations to really learn how to do it. Now we think we're world's best, but same thing will happen in the data center space, really learning about how – what those workloads are and how to optimize that. And we're in that phase right now.
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