Bloomberg reports that Microsoft is seeking to cut Intel out of its supply chain and is designing its own ARM-based chipsets for Azure server units and possibly Surface computers.
According to reports, Microsoft's efforts are led by Jason Zander, head of its Azure cloud business, and the company has been hiring processor designers in recent years. It sounds like Microsoft was disappointed when the Qualcomm abandoned its own ARM-based server chipset plans.
MrfaceMicrosoft CEO Frank Shaw: “Because silicon is a fundamental building block for technology, we continue to invest in our possibilities in areas such as design, manufacturing and tooling, while strengthening partnerships with a wide range of chip providers”.
Processors (chips) will mainly be addressed to servers (servers), but there's a chance they'll end up on some Surface devices as well. The performance of the Microsoft-branded Qualcomm processor in the Surface Pro X was disappointing, compared to the performance of Apple's new M1 ARM-based processor.
The news chip Microsoft's ARMs will replace Intel's Xeon counterparts, with the main focus on efficiency. After this news Intel's share price fell by 6,3%.