Baidu Is Helping Disrupt the Server Market
Baidu (NASDAQ: BIDU), often referred to as the Google of China, has adopted new, low-power servers from Marvell Technologies (NASDAQ: MRVL). A large tech company adopting low-power servers isn’t typically news, but in this case it’s certainly news for the chip sector. Baidu’s new servers are built around ARM Holdings (NASDAQ: ARMH) chip designs, a key shift in server design. ARM dominates the smartphone chip market, providing the designs found in the majority of mobile devices, and now has eyes on the server market.