Apple silicon definitely stole a large number of sales tho

It will. Isn’t Arc architexture a mix of ARM and classic GPU design anyway?

I don’t see how ARM will catch on for mainstream laptops until/unless there is a desktop version that is at least as powerful as the 14900k (etc.) x64 chips.

I can see it catching on for servers (due to power/cooling issues) and small/cheap laptops (for cost and battery life reasons), but I would think that most business users would want to be able to run the same software on both desktop and laptop machines, and have access to the most powerful processors that are currently available. For now, moving to Windows on ARM for laptops means giving up compatibility and/or the ability to run on fast processors.

This will also be an easier move for Linux than for Windows, since Windows ARM is still largely an experimental thing. (Do they even sell retail licenses of it yet?)

The only way windows on arm can succeed is for software devs to actually write programs for arm based windows. This is not likely in large enough numbers for mass adoption to occur. The only reason it worked for Apple with osx is because they held a small share of the market. Something as large as windows won’t have any easy time getting all the software devs on board.

It won’t right away.

But it will eventually.

Pat is no doubt working on contingency plans privately, while reassuring investors publicly.

Intel is wrong…

Buying nVidia and Apple shares now.

What they say vs what they do… and they signed a deal with ARM to make ARM chips on their foundries.

I mean all mac laptops sifted from intel to arm so that’s like 20% of their market right there… that’s a dent.

Depends what you mean by “making a dent”. Apple aline doubled market share. With Qualcomm and nvidia entering the space, if Microsoft make a good translation layer for Windows, it’s possible too see others make a dent.

They don’t need to lead to take 10% of Intel sales and this would be a huge dent (for investors)… so I think this declaration is for the market, but Intel should be worried.

Even because you don’t need to beat the top x86 in performance. If you have a mid range CPU with MacBook battery life, it will be enough for many to buy the ARM one, since many users would want this but with Windows