According to sources familiar with the matter, NVIDIA and AMD have plans to launch desktop processors based on ARM architecture for Windows devices. It is anticipated that both companies will introduce their solutions to the market by 2025.
Currently, Qualcomm holds an exclusive agreement to provide processors for Windows devices running on ARM. However, this arrangement is set to expire in 2024, enabling competitors such as NVIDIA and AMD to enter the market with their own offerings.
The first Surface tablet from Microsoft, known as the Surface RT, utilized NVIDIA's Tegra processor based on Arm architecture. However, despite efforts from Lenovo, Asus, Samsung, and Dell to promote Arm-based Windows devices, Windows RT failed to gain significant traction.
As a result, there has been a lack of Arm-based Windows devices powered by NVIDIA's since then. This is due to Microsoft's close partnership with Qualcomm, which has resulted in the development of specialized processors for the Surface Pro tablets.
Following the Reuters report, Intel's shares experienced a decline in value. This reaction is understandable, considering that the involvement of both AMD and NVIDIA in the development of ARM chips intensifies the competition for Intel, which is already striving to compete against Apple's M1 and M2 processors.
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