My first thought was also “ARC isn’t a GPU?”. Pretty awful “reporting” here, they should have clarified TSMC is currently manufacturing Intel GPUs, and Intel will start doing it themselves.
I was there, too, and I remember all of the FUD from MS. I remember the Halloween documents, MS funding SCO’s lawsuit, etc. MS saw Linux as a threat, especially in the server space. The goal was to stomp it out, like they did to Netscape.