Nvidia and AMD are set to give Intel a run for its money in the PC market by developing Arm-based CPUs, with a boost from Microsoft’s support. This move comes as Nvidia, known for its GPUs and AI chips, expands its scope. According to sources familiar with the matter, Microsoft aims to assist chip manufacturers in producing Arm-based processors for Windows PCs, taking a direct aim at Apple, which has significantly increased its market share with its in-house Arm-based CPUs for Mac computers.
Nvidia has reportedly started quietly designing CPUs using technology from Arm Holdings, as it looks to challenge Intel’s dominance. Additionally, the sources reveal that AMD also intends to produce processors for PCs using Arm technology. If all goes according to plan, both Nvidia and AMD could sell their own PC CPUs as early as 2025, following in the footsteps of Qualcomm, which has been designing Arm-based laptop CPUs since 2016.
The introduction of Arm-based CPUs from Nvidia and AMD presents a significant shift in the market landscape. While Intel has long been synonymous with PC processors, the emergence of Arm-based alternatives could bring about a new wave of competition. Apple’s success with its own Arm-based chips has shown the potential for improved performance and power efficiency.
By leveraging Arm’s technology, Nvidia and AMD aim to take on Intel’s stronghold by offering consumers alternative choices in the PC market. This move could lead to enhanced innovation and diversity, benefiting both manufacturers and end-users.
However, it’s important to note that Intel still maintains its position as the dominant player in the PC market, with a strong reputation for performance and compatibility. The success of Nvidia and AMD’s Arm-based CPUs will depend on factors such as technological advancements, market adoption, and consumer reception.
Representatives from AMD, Microsoft, Arm, Nvidia, and AMD have chosen not to comment on the information provided by Reuters. As the industry eagerly awaits further developments, it remains to be seen how the entry of Nvidia and AMD into the Arm-based CPU market will shape the future of PCs and computing as a whole.
