Going to change the game
This might be the only easy way that the industry can continue to deliver the moores law performance increase that the market expects.
People have started to notice that adding cores without doing something about the memory system is only giving a modest improvement in many cases.
I think the memory is going to HAVE to be stacked directly on top of the chip. We have already reached the point where there are not enough conventional chip pins to feed the cores.
So the big processor manufactures will be producing single devices that contain all the major components of a server, cpu, memory, 1st level network, and flash storage. Turing these devices into servers is going to become a very low margin operation with very little differentiation between box builders. Good for anyone making processors, bad for people futher down the food chain.