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Shares of chip makers
Intel
And Advanced Micro Devices released a report late Friday night
Micro .ft
Azure is working to develop its own microprocessors for the servers used in the cloud service and possibly its personal computers on its surface.
Bloomberg reports that Microsoft is using a design based on Arm Technology on G to build processors for use in its data centers, and the company is also considering building another chip for Surface devices. Arm is owned by Softbank (SFTBY), which has agreed to sell the business.
Nvidia
(NVDA).
The story notes that similar efforts have been made by the move
Amazon.com
(AMZN) and other companies with large server farms.
Apple
(AAPL) has recently announced the first MacBook Air and MacBook Pro laptops with in-house designed and processor based on Arm Technology on G.
“As the foundation building block for silicon technology, we continue to invest in our own capabilities in areas such as design, manufacturing and tools, while promoting and strengthening partnerships with a wide range of chip providers,” said Frank Shaw, a spokesman for Microsoft. , “Said Frank Shaw, a spokesman for Microsoft. In a statement.
Neither Intel nor AMD immediately responded to a request for comment.
Patrick Moorehead, an analyst at Moore Insights and Strategy, noted that there is “hot competition” in the cloud infrastructure market, adding that he would not be surprised by Microsoft’s move to capture Amazon web services. “Silicon is a strategy, not a commodity, and eventually the industry woke up,” he added.
Intel fell 6.3% to 47.46% on Friday, while Advanced Micro Devices traded down 1% to 95.952% after trading at 93.56%. Shares of Micro .ft fell 0.4% to 8 218.59.
Write to Eric J. Schwitz Eric.savitz: on barron.com
.