Please note that this post is tagged as a rumor.
NVIDIA’s push into the consumer CPU market
NVIDIA, as reported by Reuters, is discreetly in the process of designing new chips tailored for personal computers, with the aim of challenging the well-established CPU market.
Sources familiar with the matter have informed Reuters that NVIDIA is actively engaged in the design of PC processors based on ARM architecture. These upcoming NVIDIA CPUs are anticipated to offer support for the Windows operating system. This strategic move into the CPU arena coincides with Microsoft’s significant efforts to bolster the ARM architecture support for its systems. This rumor surfaces when Qualcomm is on the brink of unveiling its Snapdragon X Elite processor for PCs.
Nvidia has quietly begun designing central processing units (CPUs) that would run Microsoft’s Windows operating system and use technology from Arm Holdings, two people familiar with the matter told Reuters.
— Reuters, Stephen Nellis and Max A. Cherney
The report further discloses that NVIDIA is not alone in its pursuit of ARM technology for PCs. Their primary rival in the discrete GPU market, AMD, is also exploring such solutions, as corroborated by other sources cited by Reuters. This was also reported by SemiAccurate earlier.
The report notably underscores Apple’s expanding market presence with its ARM-based processors, used in-house for the macOS operating system, following the discontinuation of Intel CPUs in their products.
Currently, Qualcomm holds exclusive rights for the development of ARM-based processors for Windows. However, this exclusivity agreement is set to expire next year, providing an explanation for the heightened interest from both NVIDIA and AMD.
It’s worth noting that NVIDIA has prior experience in crafting ARM-based processors, most notably represented by their Grace Hopper ‘supercomputer.’ Nevertheless, that this particular product is not designed for consumer use.