NVIDIA ACE is a revolutionary suite of digital human technologies that brings digital humans to life with generative AI. Since its debut at Computex 2023 in the Ramen Shop tech demo, ACE's capabilities have evolved rapidly.

At Gamescom 2024, we announced our first digital human technology on-device small language model improving the conversation abilities of game characters. We also announced that the first game to showcase these ACE and digital human technologies is Amazing Seasun Game's Mecha BREAK, bringing its characters to life and providing a more dynamic and immersive gameplay experience on GeForce RTX AI PCs.

Intel's ambitious new ultraportable mobile processor series, the Core Ultra 200V series "Lunar Lake," launches on September 3, according to an Acer announcement for a media event covering the launch of its notebooks based on these chips. Acer scheduled this event on September 4, which means Intel to launch these processors no later than September 3. Media events by PC OEMs tend to follow a day after Intel's launch of a new processor generation or platform. A September 3 launch would precede the IFA 2024 Conference in Berlin, which kicks off on September 6, but which is open to press and industry delegates a little sooner, as is the norm for trade shows.

The Core Ultra 200V "Lunar Lake" is Intel's first processor generation to implement MoP (memory on package), eliminating the need for discrete memory modules. This reduces the Z height as well as PCB footprint of the platform, enabling thinner notebooks. MoP also has certain power and latency advantages compared to discrete memory. The compute complex of "Lunar Lake" consists of a 4P+4E CPU with "Lion Cove" P-cores, and "Skymont" E-cores. This is also the first processor to debut Intel's Xe2 "Battlemage" graphics architecture, as it powers its iGPU. It packs a powerful NPU that meets Microsoft Copilot+ AI PC requirements. You can learn all about "Lunar Lake" in our architecture deep-dive.

In a strategic move to empower automakers with groundbreaking opportunities, Intel unveiled its first discrete graphics processing unit (dGPU), the Intel Arc Graphics for Automotive, at its AI Cockpit Innovation Experience event. To advance automotive AI, the product will be commercially deployed in vehicles as soon as 2025, accelerating automobile technology and unlocking a new era of AI-driven cockpit experiences and enhanced personalization for manufacturers and drivers alike.

Intel's entry into automotive discrete GPUs addresses growing demand for compute power in increasingly sophisticated vehicle cockpits. By adding the Intel Arc graphics for Automotive to its existing portfolio of AI-enhanced software-defined vehicle (SDV) system-on-chips (SoCs), Intel offers automakers an open, flexible and scalable platform solution that brings next-level, high-fidelity experiences to the vehicle.

Western Digital, a leader in Flash and HDD data storage, is unveiling groundbreaking solutions and technology demonstrations at FMS 2024 that raise the bar for performance, capacity and efficiency for transformative AI Data Cycle workloads. These innovations cater to diverse market segments from hyperscale cloud to automotive and consumer storage. Attendees will also gain insights from a keynote address by Rob Soderbery, executive vice president and general manager of Western Digital's Flash Business Unit, on Tuesday at 3 PM. During the keynote, Soderbery will delve into the strategic advancements propelling the future of NAND, AI and data storage from the data center to the edge.

"As AI technologies advance and become increasingly embedded in the world around us, the demand for storage will only continue to grow," said Soderbery. "Western Digital's product and technology roadmaps are strategically aligned to ensure our customers have the most advanced, reliable solutions to stay ahead in the rapidly changing AI landscape. This holistic approach ensures that our customers receive the most power-efficient, high-performing and high-capacity solutions tailored to their specific needs. We are excited to showcase our full range of products and new technologies and demonstrate how they can transform AI now and into the future."

Intel today announced that its lead products on Intel 18A, Panther Lake (AI PC client processor) and Clearwater Forest (server processor), are out of the fab and have powered-on and booted operating systems. These milestones were achieved less than two quarters after tape-out, with both products on track to start production in 2025. The company also announced that the first external customer is expected to tape out on Intel 18A in the first half of next year.

"We are pioneering multiple systems foundry technologies for the AI era and delivering a full stack of innovation that's essential to the next generation of products for Intel and our foundry customers. We are encouraged by our progress and are working closely with customers to bring Intel 18A to market in 2025." -Kevin O'Buckley, Intel senior vice president and general manager of Foundry Services

The Intel stock on NASDAQ slid 25% as of this writing, on Friday (08/02). This comes in the wake of the company's Q2-2024 quarterly results that held the company's profitability below expectations, leading the company to suspend quarterly dividend payouts starting Q4-2024, and engage a slew of measures to cut cost of revenue by over $10 billion. Among other things, this mainly involves downsizing the company across its various business units. Intel tried to keep investor spirits high by posting updates on how its 5N4Y (five silicon fabrication nodes in four years) plan is nearing completion, and how the company is at the cusp of raking in numbers from the AI PC upswing. To this effect, the company is launching its "Lunar Lake" and "Arrow Lake" processors within 2024, to address the various PC sub-segments. The Intel stock isn't churning in a silo, tech stock prices across the industry are witnessing corrections, although few as remarkable as Intel.

Intel Corporation today reported second-quarter 2024 financial results. "Our Q2 financial performance was disappointing, even as we hit key product and process technology milestones. Second-half trends are more challenging than we previously expected, and we are leveraging our new operating model to take decisive actions that will improve operating and capital efficiencies while accelerating our IDM 2.0 transformation," said Pat Gelsinger, Intel CEO. "These actions, combined with the launch of Intel 18A next year to regain process technology leadership, will strengthen our position in the market, improve our profitability and create shareholder value."

"Second-quarter results were impacted by gross margin headwinds from the accelerated ramp of our AI PC product, higher than typical charges related to non-core businesses and the impact from unused capacity," said David Zinsner, Intel CFO. "By implementing our spending reductions, we are taking proactive steps to improve our profits and strengthen our balance sheet. We expect these actions to meaningfully improve liquidity and reduce our debt balance while enabling us to make the right investments to drive long-term value for shareholders."

ASUS is betting bigger on game consoles or PCs built like consoles. The company in 2023 introduced the first ROG Z13 Flow, a gaming-grade tablet, powered by a 13th Gen Core "Raptor Lake" processor and mid-tier RTX 40-series "Ada" discrete mobile GPU. The 2025 ROG Z13 Flow is a 13-inch, 16:10 tablet with an integrated kickstand. You can use it like a handheld with touch controls, or place it on a surface and use conventional gaming peripherals, such as keyboard+mouse, or a game controller. Since the device is meant to provide a AAA gaming experience, it packs some serious kit.

Apparently, the 2025 ASUS ROG Z13 Flow will implement AMD's upcoming "Strix Halo" processor that packs up to 16 "Zen 5" CPU cores, and an oversized iGPU with 40 RDNA 3.5 compute units (2,560 stream processors), and a 256-bit LPDDR5 memory interface, besides a 50 TOPS-class NPU to qualify for Copilot+ AI PC rating. Such a chip would meet the hardware goals of the ROG Z13 Flow, and eliminate the need for a discrete GPU, letting ASUS reduce the mainboard size. The power management of "Strix Halo" would see the CPU and SoC given a roughly 30 W budget, and the iGPU roughly 80 W. Its cooling solution focuses squarely on the "Strix Halo" chip, with no other major chip on the device (the SoC is wired out to serve all chipset functions, no FCH needed).

ASUS announced availability for the company's new lineup of AMD Ryzen AI laptops featuring advanced AI capability with 50 TOPS NPU AI engines.

ASUS ProArt P16 / ProArt PX13
The new ASUS ProArt laptop lineup is designed to empower every creator — whether they are everyday users, outdoor content creators, or professionals — to transform their precious life moments into enduring stories. The lightweight, durable, and powerful laptops allow users to create anywhere, create faster, and create smarter.

AMD in its architecture deep-dive Q&A session with the press, confirmed that the "Zen 5" and "Zen 5c" cores on the "Strix Point" silicon only feature 256-bit wide FPU data-paths, unlike the "Zen 5" cores in the "Granite Ridge" Ryzen 9000 desktop processors. "The Zen 5c used in Strix has a 256-bit data-path, and so does the Zen 5 used inside of Strix," said Mike Clark, AMD corporate fellow and chief architecture of the "Zen" CPU cores. "So there's no delta as you move back and forth [thread migration between the Zen 5 and Zen 5c complexes] in vector throughput," he added.

It doesn't seem like AMD disabled a physically available feature, but rather, the company developed a variant of both the "Zen 5" and "Zen 5c" cores that physically lack the 512-bit data-paths. "And you get the area advantage to be able to scale out a little bit more," Clark continued. This suggests that the "Zen 5" and "Zen 5c" cores on "Strix Point" are physically smaller than the ones on the 4 nm "Eldora" 8-core CCD that is featured in "Granite Ridge" and some of the key models of the upcoming 5th Gen EPYC "Turin" server processors.

The much-anticipated revolution in AI-powered personal computing seems to be off to a slower start than expected. Qualcomm's Snapdragon X CPUs, touted as game-changers in the AI PC market, have struggled to gain significant traction since their launch. Recent data from PassMark, a popular benchmarking software, reveals that Snapdragon X CPUs account for a mere 0.3% of submissions in the past 30 days. This is a massive contrast to the 99.7% share held by traditional x86 processors from Intel and AMD, which raises questions about the immediate future of ARM-based PCs. The underwhelming adoption comes despite bold predictions from industry leaders. Qualcomm CEO Cristiano Amon had projected that ARM-based CPUs could capture up to 50% of the Windows PC market by 2029. Similarly, ARM's CEO anticipated a shift away from x86's long-standing dominance.

However, it turns out that these PCs are primarily bought for the battery life, not their AI capabilities. Of course, it's premature to declare Arm's Windows venture a failure. The AI PC market is still in its infancy, and upcoming mid-tier laptops featuring Snapdragon X Elite CPUs could boost adoption rates. A lot of time still needs to pass before the volume of these PCs reaches millions of units shipped by x86 makers. The true test will come with the launch of AMD's Ryzen AI 300 and Intel's Lunar Lake CPUs, providing a clearer picture of how ARM-based options compare in AI performance. As the AI PC landscape evolves, Qualcomm faces mounting pressure. NVIDIA's anticipated entry into the market and significant performance improvements in next-generation x86 processors from Intel and AMD pose a massive challenge. The coming months will be crucial in determining whether Snapdragon X CPUs can live up to their initial hype and carve out a significant place in the AI PC ecosystem.

AMD is about give the new "Zen 5" microarchitecture a near-simultaneous launch across both its client segments—desktop and mobile. The desktop front is held by the Ryzen 9000 "Granite Ridge" Socket AM5 processors; while Ryzen AI 300 "Strix Point" powers the company's crucial effort to capture Microsoft Copilot+ AI PC market share. We recently did a technical deep-dive on the two. HardwareLuxx.de scored two important bits of specs for both processors in its Q&A interaction with AMD—die sizes and transistor counts.

To begin with, "Strix Point" is a monolithic silicon, which is confirmed to be built on the TSMC N4P foundry node (4 nm). This is a slight upgrade over the N4 node that the company built its previous generation "Phoenix" and "Hawk Point" processors on. The "Strix Point" silicon measures 232.5 mm² in area, which is significantly larger than the 178 mm² of "Hawk Point" and "Phoenix." The added die area comes from there being 12 CPU cores instead of 8, and 16 iGPU compute units instead of 12; and a larger NPU. There are many other factors, such as the larger 24 MB CPU L3 cache; and the sizes of the "Zen 5" and "Zen 5c" cores themselves.

HP Inc. today introduced two new innovations—the world's highest performance AI PC and the first integration of a trust framework into an AI model development platform. Both announcements expand HP's efforts to make AI real for companies and people with new and transformative AI experiences across the company's PCs, software, and partner ecosystem.

HP is empowering everyone, from corporate knowledge workers to freelancers and students, to unlock the power of AI. Users can connect with anyone in the world with real time translation to 40 languages, become master presenters with their personal communication coach, and quickly create videos like a pro.

ASUS has revealed its upcoming ExpertBook P5 laptop, set to debut alongside Intel's highly anticipated "Lunar Lake" processors. This ultrabook aims to boost AI-capable laptop market, featuring an unspecified Intel Lunar Lake "Core Ultra 200V" CPU at its core. The ExpertBook P5 boasts impressive AI processing capabilities, with over 45 TOPS from its Neural Processing Unit and a combined 100+ TOPS when factoring in the CPU and GPU. The NPU provides efficient processing, with additional power coming from Lunar Lake's GPU with XMX cores, featuring the Xe2 Battlemage architecture. This is more than enough for the Copilot+ certification from Microsoft, making the laptop debut as an "AI PC." The ExpertBook P5 offers up to 32 GB of LPDDR5X memory running at 8333 MT/s, up to 3 TB of PCIe 4.0 SSD storage with two drives, and Wi-Fi 7 support.

The 14-inch anti-glare display features a 2.5K resolution and a smooth 144 Hz refresh rate, ensuring a premium visual experience. Despite its powerful internals, the ExpertBook P5 maintains a solid profile weighing just 1.3 kg. The laptop is housed in an all-metal military-grade aluminium body with a 180-degree lay-flat hinge, making it both portable and versatile. ASUS has also prioritized cooling efficiency with innovative technology that optimizes thermal management, whether the laptop is open or closed. Security hasn't been overlooked either, with the ExpertBook P5 featuring a robust security ecosystem, including Windows 11 secured-core PC framework, NIST-155-ready Commercial-Grade BIOS protection, and biometric login options. While an exact release date hasn't been confirmed, ASUS is preparing ExpertBook P5 and other Lunar Lake-powered laptops to hit the market in the second half of 2024.

The PC market gathered momentum in Q2 2024, with worldwide shipments of desktops and notebooks up 3.4% year-on-year, reaching 62.8 million units. Shipments of notebooks (including mobile workstations) hit 50 million units, growing 4%. Desktops (including desktop workstations), which constitute 20% of the total PC market, experienced a slight 1% growth, totaling 12.8 million units. The stage is now set for accelerated growth as the refresh cycle driven by the Windows 11 transition and AI PC adoption ramps up over the next four quarters.

"The PC industry is going from strength to strength with a third consecutive quarter of growth," said Ishan Dutt, Principal Analyst at Canalys. "The market turnaround is coinciding with exciting announcements from vendors and chipset manufacturers as their AI PC roadmaps transition from promise to reality. The quarter culminated with the launch of the first Copilot+ PCs powered by Snapdragon processors and more clarity around Apple's AI strategy with the announcement of the Apple Intelligence suite of features for Mac, iPad and iPhone. Beyond these innovations, the market will start to benefit even more from its biggest tailwind - a ramp-up in PC demand driven by the Windows 11 refresh cycle. The vast majority of channel partners surveyed by Canalys in June indicated that Windows 10 end-of-life is likely to impact customer refresh plans most in either the second half of 2024 or the first half of 2025, suggesting that shipment growth will only gather steam in upcoming quarters."

The recent launch of Copilot+ PCs, a collaboration between Microsoft and Qualcomm, has taken an unexpected turn in the market. While these devices were promoted for their artificial intelligence capabilities, a Bloomberg report reveals that consumers are primarily drawn to them for their impressive battery life. The Snapdragon X-powered Copilot+ PCs have made a significant impact, securing 20% of global PC sales during their launch week. However, industry analyst Avi Greengart points out that the extended battery life, not the AI features, is driving these sales. Microsoft introduced three AI-powered features exclusive to these PCs: Cocreator, Windows Studio Effects, and Live Captions with Translation. Despite these innovations, many users find these features non-essential for daily use. The delay of the anticipated Recall feature due to privacy concerns has further dampened enthusiasm for the AI aspects of these devices.

The slow reception of on-device AI capabilities extends beyond consumer preferences to the software industry. Major companies like Adobe, Salesforce, and SentinelOne declined Microsoft's request to optimize their apps for the new hardware, citing resource constraints and the limited market share of AI-capable PCs. Gregor Steward, SentinelOne's VP for AI, suggests it could take years before AI PCs are widespread enough to justify app optimization. Analysts project that by 2028, only 40% of new computers will be AI-capable. Despite these challenges, Qualcomm remains optimistic about the future of AI PCs. While the concept may currently be more on the marketing side, the introduction of Arm-based Windows laptops offers a welcome alternative to the Intel-AMD duopoly. As the technology evolves and adoption increases, on-device AI features may become more prevalent and useful. The imminent arrival of AMD Ryzen AI 300 series and Intel Lunar Lake chips promises to expand the Copilot+ PC space further. For now, however, it appears that superior battery life remains the primary selling point for consumers.

Just a few weeks ago, AMD invited us to Barcelona as part of a roundtable, to share their vision for the future of the company, and to get our feedback. On site, were prominent AMD leadership, including Phil Guido, Executive Vice President & Chief Commercial Officer and Jack Huynh, Senior VP & GM, Computing and Graphics Business Group. AMD is making changes in a big way to how they are approaching technology, shifting their focus from hardware development to emphasizing software, APIs, and AI experiences. Software is no longer just a complement to hardware; it's the core of modern technological ecosystems, and AMD is finally aligning its strategy accordingly.

The major difference between AMD and NVIDIA is that AMD is a hardware company that makes software on the side to support its hardware; while NVIDIA is a software company that designs hardware on the side to accelerate its software. This is about to change, as AMD is making a pivot toward software. They believe that they now have the full stack of computing hardware—all the way from CPUs, to AI accelerators, to GPUs, to FPGAs, to data-processing and even server architecture. The only frontier left for AMD is software.

ASUS announced a press event on July 17 to launch at least nine notebook designs powered by AMD Ryzen AI 300 series "Strix Point" mobile processors. All these notebooks are AI PCs that meet Microsoft Copilot+ requirements. Each of the 9 designs will have several variants based on the processor model, discrete graphics, and other hardware differentiators, making up dozens of individual SKUs. The AMD "Strix Point" mobile processor is based on a 4 nm monolithic die. It combines a 12-core/24-thread CPU based on a combination of "Zen 5" and "Zen 5c" cores, a 50 TOPS-class NPU, and a powerful iGPU based on the RDNA 3.5 graphics architecture, with 16 compute units.

Among the notebook designs ASUS plans to announce on July 17 are the ROG Zephyrus G16 (GA605), the TUF Gaming A14 (FA401), the TUF Gaming A16 (FA608), the Zenbook S16 (UM5606), Vivobook S14 (M5406), Vivobook S16 (M5506 and M5606), ProArt P16 (HN7606) and ProArt PX13 (HN7306). With these, ASUS is covering pretty much all its notebook market segments, including enthusiast gaming, performance gaming, boutique ultraportability, mainstream, and creative professional.

SK hynix announced today that it developed PCB01, an SSD product with the industry's best specifications, for on-device AI PCs. The product marks the first case where the industry adopts the fifth generation of the 8-channel PCIe technology and brings innovation to performance including the data processing speed. The company expects the latest advancement in the NAND solution space to add to its success stories in the high-performance DRAM area led by HBM, enhancing its leadership in the overall AI memory space.

With a validation process with a global PC customer underway, SK hynix plans to mass produce and start shipping the products to both corporate customers and general consumers within this year. PCB01 comes with the capabilities of sequential read and write speeds of 14 GB and 12 GB per second, respectively, bringing the performance of an SSD to the level unseen before. The speeds allow the operation of a large language model or LLM, for AI training and inference, in a second.

TrendForce has observed that in 2024, major CSPs such as Microsoft, Google, Meta, and AWS will continue to be the primary buyers of high-end AI servers, which are crucial for LLM and AI modeling. Following establishing a significant AI training server infrastructure in 2024, these CSPs are expected to actively expand into edge AI in 2025. This expansion will include the development of smaller LLM models and setting up edge AI servers to facilitate AI applications across various sectors, such as manufacturing, finance, healthcare, and business.

Moreover, AI PCs or notebooks share a similar architecture to AI servers, offering substantial computational power and the ability to run smaller LLM and generative AI applications. These devices are anticipated to serve as the final bridge between cloud AI infrastructure and edge AI for small-scale training or inference applications.

With a market capitalization of USD $3.34 trillion, NVIDIA has beaten Microsoft to become the world's most valuable company. The company's valuation doubled year-over-year, thanks to its meteoric rise as the preeminent manufacturer of AI accelerator chips that's in a dominant position to support the productization and mainstreaming of generative AI, and the company only expects further growth of the AI acceleration industry. Chris Penrose, global head of business development for telecom at NVIDIA, speaking at an event in Copenhagen, said "The generative AI journey is really transforming businesses and telcos around the world," he said. "We're just at the beginning." BBC notes that eight years ago, NVIDIA was worth less than 1% of its current valuation.

In the most recent quarterly result, Q1 fiscal 2025, NVIDIA posted a revenue of $26 billion, with the Data Center business handling the company's AI GPUs making up the lion's share of it, at $22.6 billion. The Gaming and AI PC segment, which handles the GeForce GPU product line that used to be NVIDIA's main breadwinner until a few years ago, made just $2.6 billion, in stark contrast. This highlights that NVIDIA is now mainly a data center acceleration hardware company that happens to sell visual compute products on the side, along with a constellation of smaller product lines such as robotics and automobile self-driving hardware. With NVIDIA at the number-1 spot, the top-5 most valuable companies in the world are all American tech giants—NVIDIA, Microsoft, Apple, Alphabet (Google), and Amazon. The other companies in the top-10 list include Meta and Broadcom.

TSMC has commenced mass-production of chips for Intel on its 3 nm EUV FinFET foundry node, according to a report by Taiwan industry observer DigiTimes. Intel is using the TSMC 3 nm node for the compute tile of its upcoming Core Ultra 300 "Lunar Lake" processor. The company went into depth about "Lunar Lake" in its Computex 2024 presentation. While a disaggregated chiplet-based processor like "Meteor Lake," the new "Lunar Lake" chip sees the CPU cores, iGPU, NPU, and memory controllers sit on a single chiplet called the compute tile, built on the 3 nm node; while the SoC and I/O components are disaggregated the chip's only other chiplet, the SoC tile, which is built on the TSMC 6 nm node.

Intel hasn't gone into the nuts and bolts of "Arrow Lake," besides mentioning that the processor will feature the same "Lion Cove" P-cores and "Skymont" E-cores as "Lunar Lake," albeit arranged in a more familiar ringbus configuration, where the E-core clusters share L3 cache with the P-cores (something that doesn't happen on "Lunar Lake"). "Arrow Lake" also features a iGPU based on the same Xe2 graphics architecture as "Lunar Lake," and will feature an NPU that meets Microsoft Copilot+ AI PC requirements. What remains a mystery about "Arrow Lake" is the way Intel will go about organizing the various chiplets or tiles. Reports from February 2024 mentioned Intel tapping into TSMC 3 nm for just the disaggregated graphics tile of "Arrow Lake," but we now know from "Lunar Lake" that Intel doesn't shy away from letting TSMC fabricate its CPU cores. The first notebooks powered by "Lunar Lake" are expected to hit shelves within Q3-2024, with "Arrow Lake" following on in Q4.

Samsung Electronics today announced the immediate availability of the new Samsung Galaxy Book4 Edge in select markets. With next-level AI processing performance and intelligent hybrid AI integrations, the Galaxy Book4 Edge advances the era of AI and introduces users to new levels of seamless work, play and creation on their PC.

"The Galaxy Book4 Edge marks the beginning of a whole new category of PCs, and for Samsung, a continued commitment to expand the power of Galaxy AI and offer the most hyperconnected mobile AI ecosystem yet," said TM Roh, President and Head of the Mobile eXperience Business at Samsung Electronics. "Developed in close collaboration with our industry partners, we believe this next-generation AI PC will redefine the market and more importantly, give people cutting-edge ways to be more productive and creative in their everyday lives."

The top-spec AMD Ryzen AI 9 300 series "Strix Point" processor, the Ryzen AI 9 HX 370, is expected to post a 20% performance improvement over both the CPU and integrated graphics fronts, over its predecessor, the Ryzen 9 8945HS "Hawk Point," according to leak by Golden Pig Upgrade. On the CPU front, the HX 370 packs a 12-core/24-thread CPU based on a combination of four "Zen 5" and eight "Zen 5c" cores. The single-thread performance gains on the basis of the "Zen 5" microarchitecture's generational IPC increase, besides higher clock speeds; while the multithreaded performance increases on account on more cores. This performance increase isn't linearly scaling with the 50% increase in core-count.

On "Hawk Point," all eight cores are "Zen 4," capable of boosting to high frequencies, with two of them being marked as CPPC preferred cores, capable of boosting the highest. On "Strix Point," however, only four cores are based on the "Zen 5" architecture and capable of boosting to high frequency bands; while the other eight are "Zen 5c," which don't boost as high. While the IPC of "Zen 5c" is identical to "Zen 5," the fact that it doesn't boost as high, means that the generational multithreaded performance gain from the core-count increase is expected to be closer to 20%, with Golden Pig Upgrade talking about a Cinebench R23 nT score of over 20000 points, with "Hawk Point" scoring around 16000 points.

Arm CEO Rene Haas predicts that SoCs based on the Arm CPU machine architecture will beat x86 in the Windows PC space in the next 5 years (by 2029). Haas is bullish about the current crop of Arm SoCs striking the right balance of performance and power efficiency, along with just the right blend of on-chip acceleration for AI and graphics, to make serious gains in this market, which has traditionally been dominated by the x86 machine architecture, with chips from just two manufacturers—Intel and AMD. On the other hand, Arm has a vibrant ecosystem of SoC vendors. "Arm's market share in Windows - I think, truly, in the next five years, it could be better than 50%." Haas said, in an interview with Reuters.

Currently, Microsoft has an exclusive deal with Qualcomm to power Windows-on-Arm (WoA) Copilot+ AI PCs. Qualcomm's chip lineup spans the Snapdragon Elite X and Snapdragon Elite Plus. This exclusivity, however, could change, with a recent interview of Michael Dell and Jensen Huang hinting at NVIDIA working on a chip for the AI PC market. The writing is on the wall for Intel and AMD—they need to compete with Arm on its terms: to make leaner PC processors with the kinds of performance/Watt and chip costs that Arm SoCs offer to PC OEMs. Intel has taken a big step in this direction with its "Lunar Lake" processor, you can read all about the architecture here.