Qualcomm and Intel are in a fascinating battle over the future of Windows laptops.
Windows laptops are getting exciting again. Over the past few years, Apple has dominated the laptop performance and battery life conversation, thanks to its transition to its own silicon. Now, Qualcomm has shaken up the Windows laptop market with its new Snapdragon X chips, even challenging Apple’s power efficiency in its bid to make Windows on Arm successful.
Intel has also announced that its upcoming Arrow Lake desktop CPUs will use TSMC nodes, amid a huge restructuring that’s shaking confidence in Intel’s contract manufacturing business. Beyond the chip business battleground, I’m hopeful that the real winner will be consumers, who get even better laptop choices thanks to some healthy competition. That’s exactly the kind of battle I love to see. --- The pad: * UK regulators clear Microsoft’s Inflection AI acquihire.
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