AMD and NVIDIA are reportedly designing Arm-based processors for Windows PCs, according to Reuters. This could significantly boost the current low sales of Arm-based Windows PCs while cutting Qualcomm’s market share.
Qualcomm has been the sole provider of Arm-based Windows PC processors for several years now, but its agreement with Microsoft is set to expire in 2024. AMD and NVIDIA’s chips could be available as soon as 2025, giving Microsoft more options for its devices.
Microsoft is reportedly encouraging AMD and NVIDIA to include “advanced AI features” in their chips, which suggests that they could be well-suited for creative professionals and other users who rely on AI-powered applications.
Microsoft also recently introduced Windows Copilot, its AI-enhanced software, which it envisions to become an important part of using Windows. Thus, the company is emphasizing AI features in the silicon. We can also expect to see some gaming-focused features, such as powerful graphics hardware and image-upscaling technology.
Arm-based PC processors typically offer much better battery life than x64-based chips from Intel and AMD. This allows for laptops with longer endurance or thinner, lighter designs.
For instance, Qualcomm’s PC chips have been praised for their long battery life and connectivity options, but they have also been criticized for their lack of performance. The reported entry of AMD and NVIDIA into the market could put pressure on Qualcomm to improve its performance.
It is unclear exactly when AMD and NVIDIA’s Arm-based Windows chips will be released, but Reuters reports that it could happen as early as 2025.
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