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This would make sense given the reported expiration of Microsoft’s exclusivity arrangement with Qualcomm ending in 2024.
The obvious loser here?

The drop in the company’s share price upon the release of this report is no surprise.
It’s hardly a death knell, though.
The ill-fatedSurface RTlaunched, powered by an NVIDIA Tegra CPU.

The future is ARM?
The obvious comparisons are always going to be drawn with Apple, but facts don’t lie.
Apple is in the ascendency with this technology, and Microsoft has to respond.

One thing’s for sure, though.
If this report is accurate, then 2025 is going to be a very important year.











