Nvidia is positioning itself to disrupt Intel's stronghold in the personal computer (PC) industry. It is by quietly designing central processing units (CPUs) that run Microsoft's Windows operating system, leveraging technology from Arm Holdings.
Reuters reported that this strategic move is part of Microsoft's broader initiative to enable chip companies to develop Arm-based processors for Windows PCs.
The goal is to compete with Apple, which has experienced significant growth in market share since introducing its Arm-based chips for Mac computers.
Nvidia's Ambitious Move into the PC Market; AMD and Qualcomm Join the Race
Nvidia, Advanced Micro Devices (AMD), and Qualcomm are also planning to manufacture PC chips with Arm technology. Bloomberg pointed out. Industry insiders suggest these companies could start selling their Arm-based PC chips by 2025.
Qualcomm, in particular, has been producing Arm-based laptop chips since 2016 and aims to unveil more details about its flagship chip at an upcoming event attended by Microsoft executives.
Intel, which has long dominated the PC market, now faces mounting pressure from Apple. The custom chips developed by Apple have significantly improved Mac computers' battery life and performance compared to rival chips that consume more power.
Microsoft executives have taken note of Apple's efficient Arm-based chips, including their capabilities in AI processing, and seek similar performance for Windows devices.
Microsoft's Encouragement to Enter the Market
Having previously granted Qualcomm exclusive rights to develop Windows-compatible chips until 2024, Microsoft plans to open up the market once the exclusivity deal expires. This move aims to foster increased competition and innovation among chipmakers.
Microsoft has also advocated for integrating advanced AI features into the CPUs designed by Nvidia, AMD, and others. The company envisions AI-enhanced software, such as its Copilot, becoming an integral part of the Windows experience.
The news of Nvidia's plans had a noticeable impact on the stock market, with Nvidia shares closing up 3.84% and Intel shares down 3.06% after Reuters reported on the development.
Photo: BoliviaInteligente/Unsplash


Australia Targets Meta, Google, and TikTok With New News Payment Tax Proposal
Air Liquide Q1 Revenue Misses Estimates Amid Currency and Energy Headwinds
Seagate Stock Surges After Strong Q3 Earnings Beat and Bullish Outlook
Starbucks Raises 2026 Outlook as Turnaround Strategy Boosts Sales and Earnings
Apple Q2 2026 Earnings Surge as iPhone 17 Sales Drive Record Revenue
U.S. Demand for Alternative Satellite Providers Remains Strong Amid SpaceX Regulatory Push
OpenAI Faces Revenue Pressure and User Growth Challenges Ahead of IPO
$16B Michigan Data Center Project Boosts U.S. AI Infrastructure Expansion
Micro Systemation Reports Q1 Loss Amid Strategic Investments and Revenue Growth
Standard Chartered Q1 Profit Hits Record on Wealth and Investment Banking Growth
SMC Corp Stock Surges as Palliser Capital Pushes for Major Share Buyback
Meta Raises 2026 Capex Outlook Amid AI Spending Surge, Shares Drop After Earnings
Amazon Stock Dips Despite Record Earnings as AI Infrastructure Spending Surges
Microsoft Azure Growth Forecast Beats Expectations Amid Rising AI Competition
Samsung Reports Record Profit as AI Boom Drives Memory Chip Demand
Google Secures Pentagon AI Deal for Classified Projects
Taiwan Activates Backup Communications After Undersea Cable Break on Dongyin Island 



