Microsoft has entered the semiconductor industry with its Cobalt 100 CPU and Maia AI accelerator, joining tech giants like Apple, Google, and AWS in creating their own chip designs. This shift could impact suppliers like Intel, AMD, and NVIDIA, which provide key components to Microsoft’s Azure. The rise of custom processors offers more choices for tech buyers, promotes design automation like low-code application development, and introduces risks concerning industry concentration.
Welcome To The Chip Wars, Microsoft
Microsoft has entered the semiconductor industry with its Cobalt 100 CPU and Maia AI accelerator, joining tech giants like Apple, Google, and AWS in creating their own chip designs. This shift could impact suppliers like Intel, AMD, and NVIDIA, which provide key components to Microsoft’s Azure. The rise of custom processors offers more choices for tech buyers, promotes design automation like low-code application development, and introduces risks concerning industry concentration.