Qualcomm to roll out Arm-based chips in AI PCs

Arm Holdings (ARM) and Qualcomm (QCOM) are aiming to become leaders in the realm of “AI PCs.” Ahead of its Build conference, Microsoft launched the AI PC category of computers using Arm-based Qualcomm chips.

Yahoo Finance reporter Dan Howley breaks down how the companies may stack up against Intel (INTC), AMD (AMD), and Apple (AAPL).

For more expert insight and the latest market action, click here to watch this full episode of Catalysts.

This article was written by Gabriel Roy

Video Transcript

Now moving on to chips.

Could we soon be seen a new powerhouse in the A I chip market?

That is exactly what our holdings is hoping for in conjunction with Call Home for more.

We’re going to bring in our very own Dan.

How, Dan, So much news on your beat constantly.

But this week in particular, So much chip news.

What do we need to know about this news?

Specifically?

Yes.

So arm in particular is basically coming out and saying, Look, we’re going to be the kind of leader in a I PC.

This is a new category of PC that kind of just got made up.

Uh, basically, it’s, uh, companies like Intel a MD.

Microsoft, uh, went ahead and said, Look, uh, gen of a I is a big deal.

Microsoft is implementing software into their platform.

Uh, and so we need a way to market it, So we’ll call it a IP CS.

Microsoft kind of reconfigured that now they call it Copilot plus P CS uh, arm, uh, is moving in swiftly, though.

Usually Intel A MD.

Uh, they’re the launch partners for new kind of platforms like this for Microsoft.

But if you look at what Microsoft did, uh, at its, uh, ahead of its build conference, they used Qualcomm chips arm based Qualcomm chips to launch this new category of computers, and that’s a big deal.

That means that they have full faith in what Qualcomm and Arm can do Now, this is the first time we saw arm on Windows the past few times they’ve been a flop.

Uh, the company just, uh, had problems getting compatibility with apps.

People couldn’t use what they wanted to on their windows.

P CS performance wasn’t exactly there compared to Intel or a MD offerings, and so they didn’t sell well.

But this time arm is sure that they have what it takes.

And Qualcomm is sure, uh, that they have what it takes to do this.

So now they’re saying that they’ll be able to beat Intel and a MD chips, uh, as well as Apple’s M chips in terms of performance and battery life.

And that’s a big deal when it comes to, uh, people who are going to be buying these consumers as well as commercial.

Look, the the the out of the gate.

They’re talking a lot about a I and you know, generative A I offerings.

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There’s nothing for people to use yet, right?

It’s There’s a few apps here and there that are interesting, but it’s not like the main thing you’re going to do on this is generative A I applications.

What you are going to do is use it as a regular PC.

And according to these numbers, I mean the the stats that that Qualcomm and Armour rattling off these could be huge improvements for what Windows P CS are and is.

Often as you know, people buy iPhones.

People buy Windows.

P CS Mac is still a small percentage of the overall global market.

And so, if you could see Qualcomm, uh, and arm is, by the way, working with other partners to try to get them to build Windows P CS, then this could be a huge opportunity for them.

I’m not saying that they’re gonna take a massive market share, but a couple of percentage points is a big deal, especially in this market.

And, you know, Intel’s been struggling to keep up with a MD.

A MD has been kind of getting in there, muscling their way in.

Intel launched their new chip at, uh, copy Tex and Taipei.

A MD did as well.

You can imagine that They’re just looking at Qualcomm, uh, arm and whoever else arm, uh, plans to bring on maybe a media tech, uh, another arm partner and thinking, Are they gonna eat our lunch?

Right?

Well, and it’s a very big deal, especially given that Apple has been struggling here to date.

They just slipped into positive territory for the first time this year.

And, of course, a big deal.

As this space continues to be able to have new players in it.

We don’t even know yet who the winners might be in the next decade or so.

Here, Dan, Thanks so much for joining us.

I know you’re literally in the midst of filing a story, so we really appreciate you being on and taking the time.

Thank you so much.