Microsoft is said to be developing proprietary ARM chips as Apple did. Goodbye to Intel?
Source: HW Upgrade added 19th Dec 2020
An unconfirmed Bloomberg report but based on confidential internal sources Microsoft would point the finger at the possibility that in Redmond a proprietary ARM chip is already being developed by abandoning the idea of Intel and following the path of Apple. Will it really be so?
by Bruno Mucciarelli published 19 December 2020 , at 15: 01 in the Processors channel
Microsoft Intel ARM Apple Amazon Qualcomm
Comes from Bloomberg a report that reveals a news that could become a bomb. Microsoft would be working in secret in its labs on the creation and development of proprietary ARM processor following the path of Apple with its new M1 or even what was done by Amazon with the Graviton data center CPU. A novelty, if confirmed, which would certainly give a shock to the processor market and especially to Intel which therefore should rethink its line of action for the future.
Microsoft as Apple: proprietary ARM CPU coming?
As regards the leak of the news, the information derives, according to what Bloomberg said, from unrecorded conversations with Microsoft employees. These sources claim that Microsoft is already currently developing an ARM processor for use in data centers and that the possibility of creating a parallel is even being considered for the future line of Surface Notebook PCs .
Bloomberg sources state the use of these CPUs more for the datacenter part than for that of the Surface but do not question that Microsoft sees ” possible ” the use of proprietary CPUs for the new Surface, thus abandoning the collaboration with Intel. This seems plausible, given that Microsoft’s chip design unit reports to the Azure cloud VP, with no direct ties to the Surface division. In this case the same Microsoft declined to comment on any specific plans and this leak, stating only that it continues to work and “to invest in our capabilities in areas such as design, manufacturing and tools, while also promoting and strengthening partnerships with a wide range of chip suppliers. “
Given Microsoft’s deep partnership with Intel, AMD and now Qualcomm , bringing proprietary ARM chips to its Surface while abandoning its partners would be a heavy and very delicate change for the software giant. Clearly these few rumors cannot give the certainty of possible future scenarios for Microsoft with Surface without Intel chips. It is equally clear, however, that if Microsoft followed the example of Apple and Amazon in designing their own custom ARM processors, could potentially shorten their supply chain and add another source of profit even though this may not be as straightforward and easy for the Windows giant to realize.