One I didn’t want to miss – Microsoft is working on ARM based chips for both Azure and Surface PCs.
Why do we care?
This I didn’t want to miss – it’s early, but chips are important again and Microsoft’s consideration of ARM based chips is a big deal… and much more for servers. Intel’s business on the server side is massive, and if Microsoft moves their Azure business to their own silicon, look for big disruption.
And I won’t be surprised when they do.