Nvidia’s arrival in the Arm-based PC segment could be a major shift. The company, which already sits at the summit of GPU tech, rode the AI wave to a trillion-dollar market valuation with its H-series graphics engines. With every major player from Google to Microsoft scrambling to put more AI smarts into hardware, Nvidia’s expertise in the field could be a major draw for all PC vendors.
In fact, Nvidia could just give Windows PCs a strong edge as Apple stays uncharacteristically mum on AI but continues to operate in panic mode and is willing to spend billions to catch up with the competition, reports Bloomberg. Just like AMD, Nvidia could also leverage its years’ worth of experience making GPUs to make Arm-based silicon, especially considering the fact that generative AI applications are particularly demanding on the graphics engines.
Qualcomm won’t be sitting idle in the Arm chip race. The company poached talent from the same Apple team that developed the M-series processors and tasked them with making Nuvia chips for PCs. Rumors suggest Nuvia is targeting a 12-core design similar to Apple’s M-class chips and that the performance gain is impressive.
As promising as all that sounds, the ball ultimately rests in Microsoft’s playground. Apple’s transition from x86 to Arm was smooth as it offered developers a tool called Rosetta to port their app’s code from Intel to Arm architecture. Microsoft’s attempts at doing so have been historically lackadaisical.
