microsoft silicon

Microsoft’s Ignite preview of the Azure Cobalt 200 marks another clear step in the company’s long game: owning more of the cloud stack from silicon to services. The Cobalt 200 is presented as the next-generation Azure CPU — built on a 3 nm process and claimed to deliver roughly up to 50% higher...

Microsoft’s public roadmap for AI hardware just shifted from “partner-first” pragmatism toward a clear, long-term bet on in‑house silicon — and that matters for every Windows admin, Azure customer, and datacenter architect who pays the GPU bill. At Italian Tech Week, Microsoft CTO Kevin Scott...

Microsoft’s public pledge to “have mainly Microsoft silicon in the data center” is not rhetoric — it’s a strategic pivot with clear technical, economic, and competitive consequences for Azure customers, hardware partners, and the AI industry at large. Kevin Scott, Microsoft’s CTO, set the tone...