AMD is also reportedly preparing to launch Arm-based PC chips by 2025, joining Qualcomm, which has been making Windows laptop processors since 2016. Qualcomm's exclusivity agreement with Microsoft for Arm-based Windows chip designs will expire in 2024, allowing new competitors to enter the market. The upcoming chips are expected to focus heavily on generative AI, as Microsoft has urged chipmakers to integrate advanced AI-powered capabilities into their silicon.
Key takeaways:
- Nvidia is reportedly planning to design Arm-based chips compatible with Microsoft’s operating system, with sales potentially starting as early as 2025.
- The move is part of Microsoft's broader goal to challenge Apple's Arm-based processors for Windows PCs, following Apple's success with its own in-house Mac chips.
- Nvidia's previous experience with Arm-based chips is in the data center sector, and the company had plans to buy Arm Holdings in 2020 for $40 billion, but the deal was cancelled in 2022.
- AMD is also reportedly preparing to launch Arm-based PC chips as early as 2025, and Qualcomm's exclusivity agreement with Microsoft for Arm-based Windows chip designs will expire in 2024, allowing for new competitors.