If his information Reuters Once verified, the entry of the two leading companies into ARM SoCs for Windows PCs would be an important extension of Microsoft’s Windows on Arm initiative.
Currently, Qualcomm remains Microsoft’s exclusive partner for Windows devices powered by Arm processors, such as the Surface Pro But the entry of Nvidia and AMD is expected to completely change the data. Nvidia has previous experience with Arm Windows devices, having worked with Microsoft on the failed Surface RT. But since then we haven’t seen any equivalent implementation of the company (mainly Tegra SoC) running Windows.
AMD’s involvement in promoting Windows systems with processors based on the ARM architecture creates another major rising player in Intel’s dominance of the x86 architecture. And with Apple’s Arm-based M1 and M2 SoCs outperforming Intel’s laptops in a combination of performance and autonomy, the additional competition could further threaten Intel’s stronghold.
Microsoft itself is rumored to be designing its own Arm chips for servers and Surface devices, without any development yet. In recent years, the company has worked with Qualcomm on the (ARM) SQ1 and SQ2 chips for the Surface Pro X, and with AMD on the Ryzen CPU for the Surface Laptop 3.
The fact that Nvidia and AMD are also targeting Arm devices for Windows further strengthens the adoption of the PC architecture. Both companies have extensive experience with GPUs, which could open up new capabilities.
Competition is also putting more pressure on Intel to deliver better performance in its latest processors while also providing more power. Based on the latest information, the upcoming Meteor Lake series aims to challenge Apple’s silicon.
Although there are very few systems based on Windows on Arm on the market, Qualcomm remains optimistic, proposing its next Snapdragon SoC, at the same time as Nvidia and AMD are said to be planning their entry into the space.
Success will ultimately depend on whether the systems that will finally be released will have not only performance comparable to Intel/AMD’s proposals in the x86 architecture, but above all great autonomy.
“Total alcohol fanatic. Coffee junkie. Amateur twitter evangelist. Wannabe zombie enthusiast.”