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Sources: Microsoft is working on in-house designs for chips to run its cloud servers and Surface PCs

like Apple Silicon Steve Troughton-Smith / @stroughtonsmith : ARM Windows machines exist today; they're slow, have vast software incompatibilities (currently) and sluggish emulation of legacy apps, offer few benefits outside of battery life, and they mate nowhere near as well as macOS does with Apple Silicon. It's a hedge more than a threat Martin Sfp Bryant / @martinsfp : Another blow to Intel. Microsoft is designing its own Arm-based chips for servers and Surface PCs. https://www.bloomberg.com/... Steve Troughton-Smith / @stroughtonsmith : Reminder: ARM Macs are so successful because they have Apple silicon inside them, & all that entails, not because they have an ARM CPU instead of Intel. A decade of industry-leading chip design & scale, plus the kind of full-stack control & optimization others only dream of Max Weinbach / @maxwinebach : YES! https://twitter.com/... Tom Warren / @tomwarren : Microsoft is reportedly designing its own ARM-based processors for Surface PCs and servers. Uh oh Intel. Details here: https://www.theverge.com/... https://twitter.com/... Shahin Farshchi / @farshchi : Chips are going from components to DIFFERENTIATORS. Expect more hyperscalers, gadget companies, and car companies to take Microsoft, Google, Intel, Tesla, and Apple's lead in building in-house. https://twitter.com/... Steve Burns / @sjosephburns : Intel falls on report Microsoft plans to design own chips for PCs and servers: @CNBC $INTC https://twitter.com/... @cnbc : Intel falls on report Microsoft plans to design own chips for PCs and servers https://www.cnbc.com/... Aditya Sood / @adityasood : TIRED: Hardware WIRED: Software INSPIRED: Hardware https://twitter.com/... @business : BREAKING: Microsoft is working on in-house designs for chips to run its cloud servers and Surface PCs, the latest tech giant to reduce reliance on Intel's technology https://www.bloomberg.com/... https://twitter.com/...

Bloomberg

Discussion

  • @dries Dries Buytaert on x
    Microsoft just announced it's jumping on the Arm-train: https://www.bloomberg.com/...
  • @dinabass Dina Bass on x
    SCOOP Microsoft is working on its own ARM-based chip designs for server and Surface in a new threat to Intel's dominance: https://www.bloomberg.com/... and more details on @TheTerminal by @ianmking and me
  • @gassee Jean-Louis Gassée on x
    Here, the exact meaning of “Design” will need to be clarified. https://twitter.com/...
  • @sub8u Subrahmanyam Kvj on x
    When it rains, it pours (statements of intent, at the least!) https://twitter.com/...
  • @danielnewmanuv Daniel Newman on x
    I see this more as an “and” than an “instead of.” No doubt Azure, much like AWS will go down this road but it isn't Armageddon for x86 or Intel. Silicon and #cloud scale is massive. $INTC $MSFT #Tech https://twitter.com/...
  • @dinabass Dina Bass on x
    From MSFT's Frank Shaw: “Because silicon is a foundational building block for technology, we're continuing to invest in our own capabilities in areas like design, manufacturing and tools, while also fostering and strengthening partnerships with a wide range of chip providers.”
  • @whatthebit Stefan Constantine on x
    Microsoft should just partner with Samsung, who's not only building processors, but also fabbing them too. They also have the same enemy: Apple. https://twitter.com/...
  • @swiftonsecurity @swiftonsecurity on x
    “Okay, how many cores would you like to license for SQL Server.” “What.” “We install the licenses at the factory now.” https://twitter.com/...
  • @masonpelt Mason Pelt on x
    To paraphrase Oprah “you build a system on a chip, and you build a system on a chip. Everybody make a system on a chip.” https://twitter.com/... https://twitter.com/...
  • @patrickmoorhead Patrick Moorhead on x
    This shouldn't surprise anybody, if true. Microsoft has many silicon resources and investments. https://twitter.com/...
  • @tomwarren Tom Warren on x
    Update: Microsoft has issued a statement, and it's not denying the ARM rumors https://www.theverge.com/...
  • @ntdev_ Ntdev on x
    Poor Intel... Everyone is running away from them https://twitter.com/...
  • @stroughtonsmith Steve Troughton-Smith on x
    Server & Azure is another matter, but for Windows on ARM to be a threat to Intel in PCs, it needs to match or exceed Intel's perf without cranking the TDP back up to Intel levels, and it needs to run most Windows software as good as or better than on Intel — like Apple Silicon
  • @stroughtonsmith Steve Troughton-Smith on x
    ARM Windows machines exist today; they're slow, have vast software incompatibilities (currently) and sluggish emulation of legacy apps, offer few benefits outside of battery life, and they mate nowhere near as well as macOS does with Apple Silicon. It's a hedge more than a threat
  • @martinsfp Martin Sfp Bryant on x
    Another blow to Intel. Microsoft is designing its own Arm-based chips for servers and Surface PCs. https://www.bloomberg.com/...
  • @stroughtonsmith Steve Troughton-Smith on x
    Reminder: ARM Macs are so successful because they have Apple silicon inside them, & all that entails, not because they have an ARM CPU instead of Intel. A decade of industry-leading chip design & scale, plus the kind of full-stack control & optimization others only dream of
  • @maxwinebach Max Weinbach on x
    YES! https://twitter.com/...
  • @tomwarren Tom Warren on x
    Microsoft is reportedly designing its own ARM-based processors for Surface PCs and servers. Uh oh Intel. Details here: https://www.theverge.com/... https://twitter.com/...
  • @farshchi Shahin Farshchi on x
    Chips are going from components to DIFFERENTIATORS. Expect more hyperscalers, gadget companies, and car companies to take Microsoft, Google, Intel, Tesla, and Apple's lead in building in-house. https://twitter.com/...
  • @sjosephburns Steve Burns on x
    Intel falls on report Microsoft plans to design own chips for PCs and servers: @CNBC $INTC https://twitter.com/...
  • @cnbc @cnbc on x
    Intel falls on report Microsoft plans to design own chips for PCs and servers https://www.cnbc.com/...
  • @adityasood Aditya Sood on x
    TIRED: Hardware WIRED: Software INSPIRED: Hardware https://twitter.com/...
  • @business @business on x
    BREAKING: Microsoft is working on in-house designs for chips to run its cloud servers and Surface PCs, the latest tech giant to reduce reliance on Intel's technology https://www.bloomberg.com/... https://twitter.com/...