Rick seems to be swooning like a teenager at a Bieber concert.
This is a roadmap annoucement - they do not have anything to show other than slides. The production is slated to be late 2015 according to Linley. In reality I don't see it happening anytime before 2016. By then other 64b ARM players will be on their second/third generation in the same technology.
So what is their differentiation? NFV? That is a bunch of baloney - NFV has very little to do with processor silicon and more to do with higher level applications - maybe switch silicon but even that is questionable. Any processor that support virtualization will support NFV.
The reason for these fast processors and multiple cores is because the programmers write bad code. If they knew how to write good code and architect a system well, then they could use a slower processor and fewer cores.
If the 64bit ARM family comes out strong (good offerings x4 x8 etc.) and with higher processing speeds than have been available (2+ GHz) then I can see ARM winning big. Last I looked (a few months ago and not real hard) there was just not much real powerful silicon in production. Now we are hearing about all this 64bit multi-core work, well time will tell, but it looks like a great opportunity for ARM!
@daleste: Re not expecting Intel to grow: The industry-wide push to SDN is driving a lot of comms apps to x86 servers just as Inte is driving a focus on comms SoCs. I expect them to gain significant ground.