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I think it's more a reaction to the decreasing importance of CPUs in the datacenter in favor of interconnect technology. FPGAs are one of the directions in which the "smart nic" or "DPU" tech has been moving, which is critical to the trend of datacenter disaggregation. Xilinx has a very strong offering in that regard.

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It is not a trend at all if you look at market data.

Prime majority of hosting market still goes to bog standard servers, not even blades.

I'll wait for "clouds" to get to significant double double digit market share first.

If you look at market data, you can see that this market did not exist a few years ago and is now estimated to be worth billions, with major players releasing products in the space. Unless the dynamics pushing this forward change overnight, I think it's pretty safe to call it a trend.

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