Intel Corp (INTC)

[mas]

Memory is just a commodity highly dependent on Moore's Law continuing to remain profitable. Intel's primary strength is its CPU IP and all the software built around it. Unlike Micron or McAfee or any other of the companies Intel has bought in the past Altera is directly related to Intel's core business and will improve it almost immediately ...

http://www.wired.com/2015/06/microsoft-knows-exactly-intels-future/
http://newsroom.altera.com/press-releases/corporate-releases/nr-microsoft-cnn-arria10hardfloatingpoint.htm
http://www.extremetech.com/extreme/199814-microsoft-to-accelerate-bing-search-with-neural-network
http://www.wired.com/2014/06/microsoft-fpga/

As we speak Microsoft’s engineers are looking to start using Altera’s new Arria 10 FPGA. This chip is optimized for the kinds of floating-point intensive operations that were traditionally the province of DSPs. Able to run at Teraflop speeds with three times the energy efficiency of a comparable GPU, Microsoft hopes it will help them to make significant gains in the search-and-rank business.