2020 keeps getting worse for Intel

2020 keeps getting worse for Intel

First, it was Apple (AAPL) moving away from Intel (INTC) chips in its entire line of Mac computers. Apple’s own new M1 chip has received positive reviews that support the company’s claims that its machines with the new chip out perform standard Intel or Advanced Micro Devices (AMD) PCs. Now, Microsoft (MSFT) is working on in-house processor designs for use in the servers that run the company’s cloud services. The software giant is using designs from Arm Holdings (in the process of being acquired by Nvidia (NVDA) for $40 billion) to produce a processor that will be used in its data centers. Microsoft is also exploring (which means, I think, that the effort hasn’t gone as far as “working on”) developing another chip that would power some of its Surface line of personal computers. The move by Microsoft would be a big deal.

IBM misses on revenue again–and faces skepticism about its growth strategy

The collapsing price of the cloud

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