According to unidentified Reuters sources, Nvidia is expanding its portfolio to include Arm-based CPUs for client Windows PCs. The company already dominates the AI, HPC, and consumer graphics card businesses.
AMD also intends to produce PC chips based on Arm’s designs. Team Red and Intel continue to compete for a percentage of the x86 processor market, but Chipzilla has long enjoyed a significant edge over its opponent in Steam survey results.
Microsoft is encouraging competitors to enter the Arm-based systems market once its existing exclusivity agreement with Qualcomm expires next year. Microsoft selected the startup in 2016 to provide the full Windows experience on Arm-powered devices.
Nvidia and Arm go a long way as we know of the green teams recent attempt to acquire Arm
The Grace-Hopper and Grace CPU Super Chips are part of its product stack. It also produced the Tegra SoC, which powered tablets and phones and is still used in the Nintendo Switch and Nvidia Shield. An early version of the Tegra was also utilized in Microsoft’s first Surface tablet, the Surface RT, however it was not well received and was withdrawn a year later.
AMD, on the other hand, employs Arm processors in devices such as its Versal FPGAs. Back in 2020, the company was even said to be working on an Arm-based Apple M1 rival.
Qualcomm teased the world about its impending Snapdragon X SoCs earlier this month. They’re being positioned as the PC’s version of Apple’s M-series CPUs, with its roots traced back to Qualcomm’s $1.4 billion acquisition of chip firm Nuvia in 2021.
Apple’s decision to abandon Intel in favor of its own M-series SoC impacted the public’s image of what Arm-based laptops were capable of. Intel’s mobile chips have struggled to achieve the lethal combination of performance and battery life, leaving the door open for other businesses to capture, or at least challenge, Cupertino’s crown in the coming years.
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