Probably massive kickbacks or massive discounts. Just remember, Intel put out this graphic when Zen was just released -- https://cdn.wccftech.com/wp-content/uploads/2019/10/Intel-vs...
Or the oxygen in that space has been sucked out by Apple.
1) Windows on ARM's x86 emulation sucks;
2) Apple Silicon are the only ARM parts that aren't dogshit slow compared to desktop processors.
This is why Apple is building the future and virtually no one else is: Apple controls the entire hardware and software stack from the silicon on up. A hybrid hardware-software solution, in the form of Rosetta 2 plus special modes in the M1 and later chip to enforce x86 style memory access, allowed Apple to emulate x86 apps at acceptable speed.
Also don't really see the benefit for Microsoft for the kickbacks (are they desperate for cash?) at the cost of growth and potential DoJ scrutiny.
This sector is already a slim line that is dwarfed by office, windows, azure so what is the point in doing all of this nonsense?
If they want to grow their own silicon, push ARM, if they want to compete, do so. To me it sounds like kickbacks to specific people in the surface group which seems shadier.