Google Is Reportedly Switching to AMD - Los Angeles Times

Google Is Reportedly Switching to AMD - Los Angeles Times
Google Inc. is switching its servers to run on Advanced Micro Devices Inc. chips instead of those made by Intel Corp., according to a Morgan Stanley report.

Google, which has more than 200,000 servers, has started to buy Advanced Micro's Opteron processors with almost all new purchases, Morgan Stanley analyst Mark Edelstone said. He raised his earnings estimates for Sunnyvale, Calif.-based Advanced Micro.

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"Most of Google's near-term server purchases will use AMD's Opteron for the first time," Edelstone said. Google "will help AMD to enjoy a significant sequential increase in their server business in the first quarter."

Winning Google as a customer may help Advanced Micro beat analysts' estimates this quarter, San Francisco-based Edelstone wrote.