Lol, personally I have met a retired intel svp and my brother worked for them for a few years a while ago as a project something or other at the chandler facility, ya, hoops and hoops.
Was I wrong about power being the most expensive part of a server farm? That was my understanding based on information I have gleaned from a farm in phoenix. What I mean by most expensive is the ongoing operational costs the buildings, employees and even the 10000 dollar chips do have relevance but the largest bill from my understanding is electricity. Please correct me if my information is incorrect.
I totally agree with localized peering being essential, but if I can locate a farm in a cold climate with cheap power that adds to my bottom line, that is what I would do.
I do not think it will take very long for the server manufacturers, Dell and HP, to be singing the praises of the efficiency of the zen architecture, so again i don't think it will take long for that information to become extremely relevant to the next purchase cycle for server hardware at each and every company in the information server space. That is my opinion not fact. Time will tell.
I wholeheartedly agree with your assessment of the process intel is now going to finally have to face, I do think intel will have to completely reorganize the design, manufacture and even the product catagories. As Dr Su has stated, zen is going to disrupt the cpu market like nothing before, I am paraphrasing, but AMD's intent with zen was to disrupt not just the consumer space but every space, all with the same freakin product. Truly genius, again my opinion about the genius part.
The question of the decade I think will be how long it takes intel to reorganize their entire cpu product line, if that is what they actually decide to do. The interesting thing for me looking in at this, it does not seem that the deciders at intel know how to react to this or if they even should react to it. Again time will tell.