I'm wondering what's happening at Microsoft's camp regarding M1.
They are in a weird situation. They depend on AMD/Intel to deliver. This is a massive dependency for Microsoft. Are there other large corporations have this big of a dependency?
I understand that Microsoft's revenue is shifting towards cloud, services, etc. But I think Windows is still "the" key to a lot of those offerings. Take a massive chunk of market share from Windows and I'm pretty much sure all those services will have a hit too.
They are in a weird situation. They depend on AMD/Intel to deliver. This is a massive dependency for Microsoft. Are there other large corporations have this big of a dependency?
I understand that Microsoft's revenue is shifting towards cloud, services, etc. But I think Windows is still "the" key to a lot of those offerings. Take a massive chunk of market share from Windows and I'm pretty much sure all those services will have a hit too.
What are their options?