TechWatch

Is Nvidia coming after AMD’s APU?

Windows on Arm opens up the competition, including Arm.

Jon Peddie

Nvidia is rumored to be developing a Grace-like device featuring consumer-level Arm Cortex-X5 cores and Blackwell GPU cores, potentially rivaling AMD’s APU sector and consoles. Intel may serve as the foundry for this new chip. Despite enhancing its iGPU with the Xe architecture, Intel hasn’t matched AMD’s GPU performance. Nvidia has experience with Arm-based chips for Nintendo and automotive products and could use an Arm CPU in PCs, aligning with Qualcomm’s Windows SoC. However, AMD’s next-gen APUs could be produced in Samsung’s 3nm process, an area where Intel lags. Meanwhile, Arm’s new Compute Subsystems for Client aim to streamline processor
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