December 18, 2020 | Daily JAM, Stock Alerts |
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.
June 14, 2018 | Daily JAM, Notes You Need |
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May 9, 2018 | Daily JAM, Notes You Need |
In my daily trawling through the market I come upon lots of tidbits of knowledge that I think are important to investors but that don’t justify a full post. I’ve decided to start compiling these notes here each day in a kind of running mini blog that I’m calling Notes You Need. A representative item will look like the from today: “10:20 a.m.: Bloomberg has reported that Qualcomm (QCOM) is considering exiting the market for server chips. Qualcomm started production shipments of its ARM-based 48-core Centriq 2400 server processors only last November. A Qualcomm retreat would be good news for Intel (INTC) and its 50% margins on its server chips with their $5 billion a quarter revenue rate.”
