Exclusive: Nvidia to make Arm-based PC chips in major new challenge to Intel
Nvidia dominates the market for AI computing chips. Now it is coming after Intel’s longtime stronghold.
There will be a total of three of them available on the market, and they will be one billion dollars after all mark ups and navigating the scalper marketplace.
Nvidia has been selling ARM CPUs with built-in homegrown graphics for about a decade by now, so this is hardly a surprise.
Damn, this is an intriguing time. While in the back of my mind I had assumed this was a likely possibility, the idea that ARM could replace X86 in PC is still hard to accept for me. Can't wait to see how it changes the landscape of CPUs on PC.
🤖 I'm a bot that provides automatic summaries for articles: ::: spoiler Click here to see the summary Nvidia has quietly begun designing central processing units (CPUs) that would run Microsoft’s (MSFT.O) Windows operating system and use technology from Arm Holdings(O9Ty.F), , two people familiar with the matter told Reuters.
Microsoft's plans take aim at Apple, which has nearly doubled its market share in the three years since releasing its own Arm-based chips in-house for its Mac computers, according to preliminary third-quarter data from research firm IDC.
At an event on Tuesday that will be attended by Microsoft executives, including vice president of Windows and Devices Pavan Davuluri, Qualcomm plans to reveal more details about a flagship chip that a team of ex-Apple engineers designed, according to a person familiar with the matter.
Executives at Microsoft have observed how efficient Apple’s Arm-based chips are, including with AI processing, and desire to attain similar performance, one of the sources said.
In 2016, Microsoft tapped Qualcomm to spearhead the effort for moving the Windows operating system to Arm’s underlying processor architecture, which has long powered smartphones and their small batteries.
Software developers have spent decades and billions of dollars writing code for Windows that runs on what is known as the x86 computing architecture, which is owned by Intel but also licensed to AMD.
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