Intel Says Its Paranoia Over NVIDIA RTX Spark Threat To x86 Is At The Right Level

For perhaps the first time ever, Intel is facing an existential threat to its dominance in the PC space, which it built on the back of x86 designs over the course of several decades. Whether this threat began in earnest when Apple ditched Intel's silicon for its own in-house designs based on Arm or when Qualcomm wooed Microsoft with a big Windows on Arm push (including the first wave of Copilot+ PCs) is up for debate. Now that NVIDIA has entered the conversation with RTX Spark, however, the only thing that's clear is that the future of the PC is murky. Should Intel be worried?

The quick and easy answer is 'Yes', though the more fitting answer is, 'It's complicated'. Up to this point, the Windows on Arm initiative has not made a major dent in Intel's business. You can blame it on legacy software or gaming...

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