What you need to know
- Microsoft is reportedly designing its own processors.
- The chips will be for servers, but also possibly some Surface PCs.
- The chips would be based on ARM.
Update 9 PM ET: Statement from Intel added.
While Microsoft Research has explored various processor architectures for years, none of that tech has borne out for Windows PCs or Azure. That may change, however, according to a breaking report by Bloomberg.
Bloomberg noted that "Microsoft Corp. is working on in-house processor designs for use in server computers that run the company's cloud services … using Arm Ltd. designs to produce a processor that will be used in its data centers."
Interestingly, the article also mentions that Microsoft is "exploring" using another chip in "some of its Surface line of personal computers," which is also presumably also ARM-based, but it is not clear.
Bloomberg has expanded the article to include more information about the project:
Interestingly, Microsoft is not denying the rumor:
Intel has since released at statement regarding the rumor:
Like Intel, AMD, and other companies, Microsoft was likely blindsided by Apple's impressive M1 processor, gaining a lot of traction amongst tech enthusiasts and the media. Apple's ARM-based chip at 5nm is significantly more potent than Qualcomm, Intel, and AMD's latest offering, often rivaling desktop-class processors at a much lower cost. Apple now appears to be years ahead of anyone else in mobile CPUs, and how that affects Windows PCs and servers could be dire if not adequately addressed.
Of course, like every other company, Microsoft is likely exploring contingencies should Intel (and AMD and Qualcomm) not be able to compete.
None of this is too surprising. Surface (and now Windows) head Panos Panay recently told Bloomberg "Where we think we need to invest in silicon, we are absolutely going to. If there's a need, we're going to fill it."
Additionally, Microsoft not long ago announced its Microsoft Pluton security processor and has collaborated with Qualcomm and AMD for customized silicon for Surface Pro X and Surface Laptop, respectively. It also works with AMD for its Xbox processors too.
Exactly how and when such a Microsoft processor may come to fruition remains to be seen, but it is clear Redmond has no plans to sit idly by if Intel and the rest can't offer a solution to Apple's M1.
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Daniel Rubino is the Editor-in-chief of Windows Central. He is also the head reviewer, podcast co-host, and analyst. He has been covering Microsoft since 2007, when this site was called WMExperts (and later Windows Phone Central). His interests include Windows, laptops, next-gen computing, and watches. He has been reviewing laptops since 2015 and is particularly fond of 2-in-1 convertibles, ARM processors, new form factors, and thin-and-light PCs. Before all this tech stuff, he worked on a Ph.D. in linguistics, watched people sleep (for medical purposes!), and ran the projectors at movie theaters because it was fun.