Sources: Nvidia has begun designing ARM CPUs for Windows PCs, and AMD also plans to build ARM chips; source: Nvidia and AMD could start selling them in 2025

Nvidia (NVDA.O) dominates the market for artificial intelligence computing chips. Now it is coming after Intel's longtime stronghold of personal computers.

Reuters 2023-10-24

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@stevesi Steven Sinofsky on x
We chose Nvidia ARM to build the original Surface in 2012 with good reasons! The challenge today is software. ARM chips will offer little advantage w/o new OS API and apps.
@stevesi Steven Sinofsky on x
Every time more Windows on ARM pops up, it is key to realize that benefits of ARM (battery life, security, always connected) are marginally properties of the chips. In order to achieve, the legacy Win32 API can't be running or the most active ISVs will be virus/malware authors.
@ericjhonsa Eric Jhonsa on x
$ARM (up 6%) has been overbid on this report about $NVDA and $AMD developing Arm PC CPUs. Even if Arm CPUs grabbed 15-20% of the Windows PC market (hardly a given), it'd be a tiny % of Arm's global units. https://www.streetinsider.com/ ... [image]
@krewell Kevin Krewell on x
Well, this is an unexpected development. I expected Mediatek would be the next Windows-on-Arm chip supplier.
@joshdwalrath Josh Walrath on x
Some 15 years ago I thought next gen consoles would all move to Arm to allow a common software development stack that could scale from handheld to full blown console. That obviously didn't come to pass, but neat to see Arm moving into new areas soon.
@ericjhonsa Eric Jhonsa on x
Worth keeping in mind a few other things: 1) For now, there are big ecosystem issues that are keeping Windows on Arm from being widely adopted by enterprises, gamers, etc. This can change, but it'll take time if it does (very different situation from Macs, where $AAPL could make.…
@chernandburn @chernandburn on x
MICROSOFT HAS ENCOURAGED CHIP FIRMS TO FOCUS ON POWERING NEW ARTIFICIAL INTELLIGENCE FEATURES IN WINDOWS - SOURCES
@stevesi Steven Sinofsky on x
@KevinCTofel A. Windows has made the promise that it runs everything (Android, Win32, Win64, Linux, etc.) That's new. B. It is the Win32 API that has problems that could be solved by using ARM with a different API. C. Chromebooks are fantastic but in a corporate environment there…
@stevemoser Steve Moser on x
I guess Nvidia couldn't use those Transmeta patents they bought to make an x86 processor so instead they will go the ARM route.
@chernandburn @chernandburn on x
Nvidia has quietly begun designing CPUs based on Arm's architecture, as part of broad effort by Microsoft to take market share from Apple. AMD is working on designing Arm-based chips. tip @Techmeme https://www.reuters.com/...
@tomwarren Tom Warren on x
Nvidia and AMD plan to launch Arm-based PC chips as soon as 2025. Reuters reports that Microsoft is expanding its Windows on Arm efforts in a bid to rival Apple's own silicon. Full details here 👉 https://www.theverge.com/...
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Sources: Nvidia has begun designing ARM CPUs for Windows PCs, and AMD also plans to build ARM chips; source: Nvidia and AMD could start selling them in 2025

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