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
Related Coverage
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Discussion
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@dries
Dries Buytaert
on x
Microsoft just announced it's jumping on the Arm-train: https://www.bloomberg.com/...
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@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
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@gassee
Jean-Louis Gassée
on x
Here, the exact meaning of “Design” will need to be clarified. https://twitter.com/...
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@sub8u
Subrahmanyam Kvj
on x
When it rains, it pours (statements of intent, at the least!) https://twitter.com/...
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@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/...
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@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.”
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@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/...
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@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/...
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@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/...
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@patrickmoorhead
Patrick Moorhead
on x
This shouldn't surprise anybody, if true. Microsoft has many silicon resources and investments. https://twitter.com/...
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@tomwarren
Tom Warren
on x
Update: Microsoft has issued a statement, and it's not denying the ARM rumors https://www.theverge.com/...
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@ntdev_
Ntdev
on x
Poor Intel... Everyone is running away from them https://twitter.com/...
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@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
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@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
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@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/...
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@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/...
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@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/...
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@sjosephburns
Steve Burns
on x
Intel falls on report Microsoft plans to design own chips for PCs and servers: @CNBC $INTC https://twitter.com/...
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@cnbc
@cnbc
on x
Intel falls on report Microsoft plans to design own chips for PCs and servers https://www.cnbc.com/...
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@adityasood
Aditya Sood
on x
TIRED: Hardware WIRED: Software INSPIRED: Hardware https://twitter.com/...
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@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/...