Nvidia to make Arm-based PC chips in major new challenge to Intel

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Also Read: US chip curbs give Huawei a chance to fill the Nvidia void in China Nvidia shares closed up 3.84%, and Intel shares ended down 3.06% after the Reuters report on Nvidia's plans. Arm's shares were up 4.89% at close. Nvidia spokesperson Ken Brown, AMD spokesperson Brandi Marina, Arm spokesperson Kristen Ray and Microsoft spokesperson Pete Wootton all declined to comment.

Nvidia, AMD and Qualcomm's efforts could shake up a PC industry that Intel long dominated but which is under increasing pressure from Apple. Apple’s custom chips have given Mac computers better battery life and speedy performance that rivals chips that use more energy. Executives at Microsoft have observed how efficient Apple’s Arm-based chips are, including with AI processing, and desire to attain similar performance, one of the sources said.

Also Read: Nvidia, Foxconn to Develop New Class of Data Centers Focused on AI In 2016, Microsoft tapped Qualcomm to spearhead the effort for moving the Windows operating system to Arm’s underlying processor architecture, which has long powered smartphones and their small batteries. Microsoft granted Qualcomm an exclusivity arrangement to develop Windows-compatible chips until 2024, according to two sources familiar with the matter. Microsoft has encouraged others to enter the market once that exclusivity deal expires, the two sources told Reuters.