The current client processor landscape is largely dominated by the x86 architecture, with Intel and AMD being the top players. However, Apple has significantly improved its Macs since switching to its own ARM-based silicon. If successful, Nvidia and AMD could pose a significant threat to Apple, Qualcomm, and Intel, as ARM-based CPUs are predicted to make up about 30% of all PCs.
Key takeaways:
- Nvidia and AMD are reportedly preparing to launch ARM-based systems on a chip (SoCs) for client PCs as early as 2025, targeting Windows-run devices.
- The exclusivity agreement between Microsoft and Qualcomm for producing Windows-compatible ARM chips is ending in 2024, allowing other companies like Nvidia and AMD to produce such chips.
- Microsoft is expected to support Nvidia's and AMD's venture into ARM SoCs and encourage them to build advanced AI features into the chips.
- If successful, Nvidia and AMD could pose a significant threat to Apple, Qualcomm, and Intel, as ARM-based CPUs are predicted to make up about 30% of all PCs.