Morgan Stanley Flags High Volatility Ahead for Tesla Stock on Robotaxi and AI Updates 
Intel Stock Slides Despite Earnings Beat as Weak Q1 Outlook Raises Concerns 
South Korea Sees Limited Impact From New U.S. Tariffs on Advanced AI Chips 
Anthropic Appoints Former Microsoft Executive Irina Ghose to Lead India Expansion 
TikTok Expands AI Age-Detection Technology Across Europe Amid Rising Regulatory Pressure 
Exxon Mobil’s XTO Energy Explores Sale of Eagle Ford Shale Assets in South Texas 
Microsoft Restores Microsoft 365 Services After Widespread Outage 
South Korea Seeks Favorable U.S. Tariff Terms on Memory Chip Imports 
China Halts Shipments of Nvidia H200 AI Chips, Forcing Suppliers to Pause Production 
BitGo IPO Prices Above Range, Raises $212.8M in Landmark Crypto Market Debut 
Tesla Revives Dojo Supercomputer Project With AI5 Chip at the Core 
Apple Stock Jumps as Company Prepares Major Siri AI Chatbot Upgrade 
Ericsson Plans SEK 25 Billion Shareholder Returns as Margins Improve Despite Flat Network Market 
NTSB Opens Investigation Into Waymo Robotaxis After School Bus Safety Violations in Texas 
Memory Chip Shortage Drives Higher Gadget Prices and Weakens Global Tech Demand 
Global DRAM Chip Shortage Puts Automakers Under New Cost and Supply Pressure 
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
