Nvidia dominates the market for artificial intelligence computing chips. Now it is coming after Intel's longtime stronghold of personal computers. Nvidia has quietly begun designing central processing units (CPUs) that would run Microsoft's Windows operating system and use...
Nvidia dominates the market for artificial intelligence computing chips. Now it is coming after Intel’s longtime stronghold of personal computers. Nvidia has quietly begun designing central processing units that would run Microsoft’s Windows operating system and use technology from Arm Holdings , two people familiar with the matter told Reuters.
Nvidia and AMD could sell PC chips as soon as 2025, one of the people familiar with the matter said. Nvidia and AMD would join Qualcomm, which has been making Arm-based chips for laptops since 2016. At an event on Tuesday that will be attended by Microsoft executives, including vice president of Windows and Devices Pavan Davuluri, Qualcomm plans to reveal more details about a flagship chip that a team of ex-Apple engineers designed, according to a person familiar with the matter.
Nvidia, AMD and Qualcomm's efforts could shake up a PC industry that Intel long dominated but which is under increasing pressure from Apple. Apple’s custom chips have given Mac computers better battery life and speedy performance that rivals chips that use more energy. Executives at Microsoft have observed how efficient Apple’s Arm-based chips are, including with AI processing, and desire to attain similar performance, one of the sources said.
“Microsoft learned from the 90s that they don’t want to be dependent on Intel again, they don’t want to be dependent on a single vendor,” said Jay Goldberg, chief executive of D2D Advisory, a finance and strategy consulting firm. “If Arm really took off in PC , they were never going to let Qualcomm be the sole supplier.”
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