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Revenue from PCs: 9B$ (52.5% of Total Revenue)

Revenue from servers: 5.6B$ (32.7% of Total Revenue)

That's ~85% of revenue from products affected by Meltdown and Spectre.

Yes, but this include wireless card etc embedded in laptops.

And Intel NIC's in servers, which are doing great lately because they support extensions that allow virtual machine isolation levels in hardware. (I know a big cloud provider that uses this, but I'm not sure if they told me under NDA)

I'm going to bet that practically 95% of big cloud providers use SR-IOV, at least in some 1gig + offerings if not pervasively.

Although, Amazon has recently switched over to a new network card called ENA, which is made by a company they purchased. All recently released instance types use it instead of the intel SR-IOV nics

http://www.annapurnalabs.com https://aws.amazon.com/about-aws/whats-new/2016/06/introduci...

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