'Nvidia To Make Arm-Based PC Chips In Major New Challenge To Intel' - Reuters News
Portfolio Pulse from Benzinga Newsdesk
Nvidia and Advanced Micro Devices are reportedly designing central processing units (CPUs) that would run Microsoft's Windows operating system and use technology from Arm Holdings. The chips could be sold as early as 2025, joining Qualcomm, which has been making Arm-based chips for laptops since 2016. This move is part of Microsoft's effort to help chip companies build Arm-based processors for Windows PCs, challenging Intel's dominance in the PC industry. Nvidia's shares rose 4.4% and Intel's shares dropped 2.9% following the news.
October 23, 2023 | 7:09 pm
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NEGATIVE IMPACT
Nvidia and AMD's reported plans to design CPUs using Arm technology to run Microsoft's Windows pose a challenge to Intel's dominance in the PC industry. Intel's shares dropped 2.9% following the news.
The reported plans of Nvidia and AMD to design CPUs using Arm technology represent a significant threat to Intel's dominance in the PC industry. The negative market reaction, as evidenced by the 2.9% drop in Intel's shares, suggests investors are concerned about this development.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100
POSITIVE IMPACT
Nvidia is reportedly designing CPUs using Arm technology to run Microsoft's Windows, challenging Intel's dominance in the PC industry. Nvidia's shares rose 4.4% following the news.
Nvidia's entry into the CPU market, traditionally dominated by Intel, represents a significant strategic shift and a potential new revenue stream. The positive market reaction, as evidenced by the 4.4% rise in Nvidia's shares, suggests investors are optimistic about this move.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100