Intel does not believe that AMD and NVIDIA’s commitment to developing their own ARM chips for computers is a threat. At least that’s what Pat Gelsinger, CEO of the company, said during a financial results call with investors.
Asked about how the interest of multiple companies in developing their own ARM-based processors could transform the competitive scenario, and if there was a possibility for Intel to experiment with that architecture, the executive It was forceful..
“ARM and alternative Windows clients, They have generally been relegated to fairly insignificant roles in the PC business. And we take all competitors seriously. But if history is any guide, we don’t see these as potentially being that significant overall. Our drive is strong. “We have a solid roadmap,” Gelsinger said.
In this way, then, he tried to tone down the growing noise that not only AMD and NVIDIA, but also Qualcomm, are generating. Let’s not forget that this week the San Diego chip shop presented the Snapdragon
In fact, Qualcomm’s new processor may be a turning point for the PC industry, considering that its performance would be on par with the M2 Max and the Intel Core i9. Still, Gelsinger maintains that x86 still has a lot to offer and that, despite the hype initial due to the future projects of rival companies, is far from decline. “We expect that in the next two years there will be more than 100 million AI-optimized PCs on the market with [procesadores] x86,” he argued.
Intel lowers the heat on AMD and NVIDIA’s efforts, but does not close the door on ARM
Be careful, just because Intel—or its CEO, at least—believes that ARM chips from AMD, NVIDIA, Qualcomm or other companies can steal little of the market, does not mean that they do not see an interesting business opportunity in the push for that architecture. On the same call, Pat Gelsinger argued that ARM can expand the scope of its foundry business.
Let’s not forget that Intel announced in 2021 that it would begin producing ARM chips for other companies and that it planned to invest $20 billion to install new factories. Yes even one’s own Jensen HuangCEO of NVIDIA, commented at the time that they did not rule out taking advantage of Intel’s foundry services for future projects.
“When we think about other alternative architectures like ARM, we also say, ‘wow, what a great opportunity for our foundry business.’ […] “We see it as a unique opportunity we have to participate in the overall success of the ARM ecosystem or any market segment that can be an accelerator for our foundry offerings,” Gelsinger explained.
We can safely say that the majority of the technology industry is convinced that ARM is the future of personal computing. It is logical that Intel has its reservations in this regard, considering not only its historic commitment to x86, but also that it must convince investors that it is on the right path. Time will tell if ARM chips from AMD, NVIDIA or Qualcomm they can overshadow you to the giant of Santa Clara, California.