Exclusive-Nvidia to make Arm-based PC chips in major new challenge to Intel
© Reuters. FILE PHOTO: The logo of NVIDIA as seen at its corporate headquarters in Santa Clara, California, in May of 2022. Courtesy NVIDIA/Handout via REUTERS/File Photo) dominates the market for artificial intelligence computing chips. Now it is coming after Intel’s longtime stronghold of personal computers.
In 2016, Microsoft tapped Qualcomm to spearhead the effort for moving the Windows operating system to Arm’s underlying processor architecture, which has long powered smartphones and their small batteries. Microsoft granted Qualcomm an exclusivity arrangement to develop Windows-compatible chips until 2024, according to two sources familiar with the matter.
Microsoft has been encouraging the involved chipmakers to build advanced AI features into the CPUs they are designing. The company envisions AI-enhanced software such as its Copilot to become an increasingly important part of using Windows. To make that a reality, forthcoming chips from Nvidia, AMD and others will need to devote the on-chip resources to do so.
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