AMD and NVIDIA join forces for Arm-based Windows chip design

In a strategic move that could reshape the landscape of Windows PCs, AMD and NVIDIA are said to be actively involved in the development of Arm-based processors for these devices. This development, reported by Reuters, holds the potential to revitalize the currently sluggish sales of Arm-based Windows PCs and poses a direct challenge to Qualcomm's dominance in this segment.

AMD and NVIDIA join forces for Arm-based Windows chip design

The incumbent, Qualcomm, has held a near-monopoly as the exclusive provider of Arm-based processors for Windows PCs over the past several years. However, their grip on this market is poised to face a significant test, as their agreement with Microsoft is slated to expire in 2024. AMD and NVIDIA are on the verge of entering this arena, with their chips anticipated to hit the market as early as 2025, presenting Microsoft with a broader spectrum of choices for its computing devices.

Microsoft is actively nudging AMD and NVIDIA towards infusing their processors with "advanced AI features," a clear indicator that these chips are being designed to cater to the demands of creative professionals and users reliant on AI-driven applications. With Microsoft's recent introduction of Windows Copilot, an AI-enhanced software intended to play a pivotal role in the Windows ecosystem, it is evident that the emphasis is on integrating AI capabilities into the silicon. Moreover, these processors are likely to incorporate gaming-centric features, including potent graphics hardware and cutting-edge image-upscaling technology.

One distinct advantage of Arm-based PC processors lies in their remarkable energy efficiency, outperforming the x64-based counterparts from Intel and AMD. This results in laptops with extended battery life and the potential for slimmer, lighter form factors.

Qualcomm's existing Arm-based PC chips have garnered praise for their exceptional battery life and connectivity options. Still, they have faced criticism due to their relatively modest performance capabilities. With the impending entry of AMD and NVIDIA into this market, Qualcomm is under mounting pressure to enhance the performance of its processors.

While the exact release date for AMD and NVIDIA's Arm-based Windows chips remains uncertain, according to reports from Reuters, this game-changing development could see the light of day as early as 2025. "30"