News Nvidia's desktop PC chip holdup purportedly tied to Windows delays — ongoing chip revisions and weakening demand also blamed

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Well, who would have thought that this would be the reason to push this back: it only runs well with Linux/SteamOS!

Possibly even with MacOS, if anyone wanted that.

It's also the only reason I'd ever want to buy one of those, if the price was right. But looking at Strix Halo, everybody is just expecting to get rich from doing Fruity Cult things.

And you shouldn't let an LLM proof-read itself, there is so much cut & paste garbage in there, it becomes hard to read.
 
Well, who would have thought that this would be the reason to push this back: it only runs well with Linux/SteamOS!

Possibly even with MacOS, if anyone wanted that.

It's also the only reason I'd ever want to buy one of those, if the price was right. But looking at Strix Halo, everybody is just expecting to get rich from doing Fruity Cult things.

And you shouldn't let an LLM proof-read itself, there is so much cut & paste garbage in there, it becomes hard to read.
This seems a bizarre thing to say. Given it's target market it pretty much has to run on Windows. "(MediaTek and Nvidia are prioritizing enterprise-class systems for the initial rollout)" Why would Linux or MacOS be modified for it? Nvidia could be using a custom Linux to test it I guess, but more likely a pre-release version of Windows for ARM. Apple would not seem to be involved at all. Best guess is this works better on whatever Windows build MS has provided and not at all on Linux or MacOS.

It's another attempt to crack the enterprise laptop market which is Intel's last bastion and hasn't, so far, worked too well for for Snapdragon X (for the same reasons I state below.)

Nvidia really seems to be doing this backwards. THE toughest nut to crack is getting a new product directly into enterprise. Those are the absolute most conservative types because literally everything piece of software in the enterprise has to be tested against that hardware/software before they'll buy it. You are even less likely find AMD processors there because they are THAT conservative. If your job is to sign off on a buy of say, 5000 laptops, you have to be.
 
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This seems a bizarre thing to say. Given it's target market it pretty much has to run on Windows. "(MediaTek and Nvidia are prioritizing enterprise-class systems for the initial rollout)" Why would Linux or MacOS be modified for it?
Well Linux already runs as well with Nvidia GPUs on ARM as it does on x86: you might say it's pretty near done, but ARM on Windows is still a nightmare, I keep hearing. From my experience on RP5 and Orange Pi 5+ the Windows OS core is fine, but anything device related is missing: much easier to run as a VM on ARM-Proxmox with RDP.
Nvidia could be using a custom Linux to test it I guess, but more likely a pre-release version of Windows for ARM. Apple would not seem to be involved at all. Best guess is this works better on whatever Windows build MS has provided and not at all on Linux or MacOS.
I have no insight into the portability of today's MacOS: I'm pretty sure the Darwin base and BSD userland is ARM-proof, while the GPU side may be trouble to port from Apple's GPU to Nvidia. no matter the CPU ISA.
It's another attempt to crack the enterprise laptop market which is Intel's last bastion and hasn't, so far, worked too well for for Snapdragon X (for the same reasons I state below.)
On Snapdragon's Windows troubles, I only have second-hand information. My impression is that every laptop maker tends to do their own thing for everything outside the CPU/APU/SoC and rely on UEFI abstractions to fill the gap to the OS.

That layer just doesn't exist for Snapdragon and it's causing mortal overhead on Windows and Linux implementations, because it would require scale to make it worth development effort.

Nvidia may be in a better position to pressure Microsoft than Qualcomm, but with M$ shedding staff, it may just not scale that well and I really don't want to look into Qualcomms balance sheets: they got really lucky they didn't loose the court case with ARM.
Nvidia really seems to be doing this backwards. THE toughest nut to crack is getting a new product directly into enterprise. Those are the absolute most conservative types because literally everything piece of software in the enterprise has to be tested against that hardware/software before they'll buy it. You are even less likely find AMD processors there because they are THAT conservative. If your job is to sign off on a buy of say, 5000 laptops, you have to be.
They are also after Fruity Cult profit margins. And that's a bit of a sonic wall or chicken and egg issue.

I have no idea if Apple sells in some corporate environments or layers, but they didn't get rich only on private consumers. In any case it's a market that doesn't support commodity or competition, as current court cases well attest.

And no, the enterprise market value is actually dying from both all directions, compute saturation, AI layoffs etc., which is why Microsoft invented nonsensical hardware criteria to revitalize it via Windows 11.

Even the lowliest Atoms outrun most entreprise software needs by far and whoever needs leading edge does it in the cloud or on low volume workstations. Enterprise purchasing departments are by nature penny pinchers not innovators, I agree there, but not on Nvidia making that a priority.

Perhaps they can't really help themselves from acting like Intel during their glory days: delivering the best user product isn't nearly as important when you're #1 as depriving the competition of opportunities to grow and fester and they can afford to invest a lot of money into that.

But mostly I believe it's Mediatek and the Asian market pushing here and those guys are far more ready to ditch not just x86 but also Microsoft. Or US domination in general. Nvidia is smart enough not to say no when they can just sell more. They have the Switch, but would probably like the Steam consoles and then everything upwards.

Can't fault them both for that as a European, nor do I think they have anything backwards.
 
Delaying a hardware launch (if its actually ready to go) due to nebulous "OS" issues seems unlikely unless it's a problem with their driver stack. A chunk of the issues Qualcomm had with the Snapdragon X Elite launch were certainly on them not Microsoft. Windows on Arm has been in wide release for years and even if you point at the the X Elite as the true launch still over a year.

I still think this is a product almost nobody wants at a consumer level. That's likely to be their biggest issue and the performance level isn't going to be high enough to get gamers onboard as these are unlikely to be appropriately priced.
 
DGX Spark is $4000, which is already enterprise pricing.
Are they going to price it like Apple?
N1X Ultra $4000-$14100
N1X Max $2000-$4000

I guess it'll depend on how well the GPU can game, but if their top bragging point is TOPS, then it doesn't look promising.
 
DGX Spark is $4000, which is already enterprise pricing.
Are they going to price it like Apple?
N1X Ultra $4000-$14100
N1X Max $2000-$4000

I guess it'll depend on how well the GPU can game, but if their top bragging point is TOPS, then it doesn't look promising.
If I remember correctly, we'll know more any day now, as supposedly ASUS is presenting a variant of the Spark this month.

And the DIGITS is likely to have a premium pricing, because one USP is an integrated dual port ConnectX-7 adapter that supports both Infiniband and Ethernet personalities. It allows a certain degree of scale-out with whatever software transparency Nvidia is able to provide via CUDA or else.

With a theoretical peak RAM bandwidth of 273GB/s as quoted by Nvidia, that falls below the 320GB/s of an RTX 5050, but better latency and 128 instead of 8GB of capacity.

CPU is 10 ARM 925 and 10 ARM 725 which is somewhere along the Snapdragon X Elite in terms of compute power and the GPU below an RTX 5050.

To me that's essentially the same horse power as my LOQ notebook with a Zen 3 8-core APU and an RTX 4060 I got for around €750 a year ago, except that that's only 64GB of 128 bit of 50GB/s DDR5-5200 DRAM and 8GB of 320GB/s VRAM.

Throw in €100 for the other 64GB we are talking about charging €3000 for the ConnectX-7 and the exclusive design in terms of hardware cost, which is certainly not reflected in gaming performance, no matter what they manage in terms of software support.

It's not at all designed for gaming, even if you could get game vendors to port to ARM or Valve to reuse part of their current Apple efforts, which I guess include an x86 emulator for games that aren't native ARM.

For me Strix Halo and the DGX Spark offer roughly similar raw capabilities, but the Strix Halo could just about manage one 400Gbit/s Mellanox port with its 16 lanes of PCIe v4. The internal connectivity on the DGX Spark is not disclosed today, but I'd personally doubt it will reach the 32 lanes of PCIe v5 the biggest ConnectX-7 chips support. Halo doesn't run CUDA, but with IB and software abstractions it might actually matter little.

Personally I believe the overhead of this software scale-out is unattractive for end-user or production use at this 'dwarf size' hardware level. However, it would allow widening the software engineering base working on scale out techniques and abstractions significantly, including universities or research labs: those guys don't need to run 100% on production hardware (which needs to run near 100% sellable utilization to pay for its crazy cost), if they have a local dwarf variant that functionally behaves the same, that's a productivity boost for them.

But IMHO all that engineering effort is around designing scale-out unicorns for both training and inference, not for end-users expecting 'commodity shrink wrapped AI software', if there ever was such a thing.

Ultimately a niche within a niche and asking a 200-300% surcharge for that means it's not for the masses, but Nvidia gets to skim an attractive amount of cream from the crème de la crème in AI software engineering.
 
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I have no idea if Apple sells in some corporate environments or layers,
Yes. At my job, you can get an Apple laptop at your manager's discretion. I think they found their way into corporations because some execs simply demanded it. Another reason might be that any iPhone apps development must be on Macs. So, if the company maintains any apps, there are going to be at least some Macs on their network.

Even the lowliest Atoms outrun most entreprise software needs by far
You have no idea how much bloat-ware they load onto our machines. The lowest spec laptop we can get is an i5.

Enterprise purchasing departments are by nature penny pinchers not innovators, I agree there, but not on Nvidia making that a priority.
We get them on lease, which used to be 3 years and recently got stretched to 4. They negotiate a deal with a big OEM (e.g. Dell) and spec out several different machines.

The engineering laptop I have includes a Nvidia dGPU, which I really don't need, but we're unable to customize the spec and I'd lose too much on the CPU front if I dropped to the fastest model with an iGPU. It's ultimately not the IT department's problem how much a machine costs, because that comes out of your manager/department's budget. What the IT department optimizes for is to have a relatively small number of different configurations to support.

I believe it's Mediatek and the Asian market pushing here and those guys are far more ready to ditch not just x86 but also Microsoft. Or US domination in general. Nvidia is smart enough not to say no when they can just sell more. They have the Switch, but would probably like the Steam consoles and then everything upwards.
This is actually the best argument I've heard for why Nvidia partnered with Mediatek on this. Nvidia might not want their client-side fortunes too closely tied to the x86 platform. While Nvidia is perfectly capable of making whole SoCs, Mediatek probably has way more business relationships in the Asian client market and can potentially drive a lot more design wins in Asian OEMs than if Nvidia tried to shop its own SoCs there.
 
This is actually the best argument I've heard for why Nvidia partnered with Mediatek on this. Nvidia might not want their client-side fortunes too closely tied to the x86 platform. While Nvidia is perfectly capable of making whole SoCs, Mediatek probably has way more business relationships in the Asian client market and can potentially drive a lot more design wins in Asian OEMs than if Nvidia tried to shop its own SoCs there.
In my opinion Mediatek is hugely underestimated in the West in terms of what they are capable of.

We tend to think of them as a 2nd line contender for cheaper phones, but ignore just how big they are in global mobile radio coverage: AFAIK they are toe-to-toe with Qualcomm in that respect and that's the only two in that league.

To my understanding the Fruity Cult still has to rely on Qualcom, who it mostly considers an arch-enemy, for its mobile modems, because they didn't manage to do their own. And that's years after they had bought Initel's mobile radio division for the purpose of gaining autonomy in that rather important part of the phone business.

And Samsung, who used to be a primary contender, isn't doing much better: they never managed to include US and Chinese mobile radio support in their Exynos chips.

Mediatek has always gone for true ARM designs in CPUs and GPUs, while Qualcomm preferred spinning their own for both, which at times almost killed the company, e.g. as they fumbled the 64-bit transition.

But those ARM, Inc. CPUs never were all that bad, and even the GPUs, with technology originally purchased from AMD, seem to have become rather good, so Nvidia might be motivated to ensure that those don't go much further, unless they can finally buy ARM as they had planned.

The PRC might want their fingers on Mediatek just as much as they want them on TSMC, because without mobile radio IP their Kirins can't talk.
 
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In my opinion Mediatek is hugely underestimated in the West in terms of what they are capable of.

We tend to think of them as a 2nd line contender for cheaper phones, but ignore just how big they are in global mobile radio coverage: AFAIK they are toe-to-toe with Qualcomm in that respect and that's the only two in that league.
I thought of this, but most laptops sold in the US don't have integrated 5G wireless. Maybe that's a bigger deal, for other markets?

Mediatek has always gone for true ARM designs in CPUs and GPUs,
I think they used to be one of Imagination's customers, but dropped them before Apple did?

while Qualcomm preferred spinning their own for both, which at times almost killed the company, e.g. as they fumbled the 64-bit transition.
Qualcomm switched to licensing ARM's CPU cores sometime around 2017 or 2018. It's not until last year that they started using their own (i.e. Nuvia's) cores.

But those ARM, Inc. CPUs never were all that bad, and even the GPUs, with technology originally purchased from AMD, seem to have become rather good,
To be clear, it's Qualcomm that bought AMD's mobile GPU division, not ARM.
 
I thought of this, but most laptops sold in the US don't have integrated 5G wireless. Maybe that's a bigger deal, for other markets?
Asia isn't that much of a laptop market.

It's primarily phones, then tablets and NUCs. Mediatek isn't moving from desktop to mobile like Intel did, but coming from below. And radio also includes WIFI, for which they don't want to pay Intel or Qualcomm, either.
I think they used to be one of Imagination's customers, but dropped them before Apple did?
Just did the digging you get me into and it seems I've done some LLM hallucinations there. The GPU reboot came from a Norwegian company they bought which also explains the Nordic code names.
Qualcomm switched to licensing ARM's CPU cores sometime around 2017 or 2018. It's not until last year that they started using their own (i.e. Nuvia's) cores.
Again, things are getting hazy, but if they used ARM cores, they modified them heavily to at least make them appear as something 'better'. Could have just been bigger caches in some cases and similar tweaks.

But when the Fruity Cult threatened to make 64-bit 'a thing', Qualcomm had to drop their proprietary design and start with a pure ARM A57 until they came out with a 'true' Krait successor called 'Kryo'.

And yes, 'their' first pure bottom up design came via those ex-Apples at Nuvia.
To be clear, it's Qualcomm that bought AMD's mobile GPU division, not ARM.
Caught me again, but ARMs GPUs managed to close the gap to Qualcomm enough to not have their GPUs stay a liability in the mobile space.

But since I also believe that Mediatek and Nvidia started talking a very long time ago, while Nvidia was still after buying ARM, Meditatek didn't try to cook something of their own but planned from Nvidia achieving their goal.

Mediatek would play on their strenghts and that wasn't GPU design.
 
Just did the digging you get me into and it seems I've done some LLM hallucinations there. The GPU reboot came from a Norwegian company they bought which also explains the Nordic code names.
Now you're talking about ARM's GPUs, still not MediaTek or what they used.

Again, things are getting hazy, but if they used ARM cores, they modified them heavily
I think they modified them only a little. After a while, maybe not at all?

"The Snapdragon 835, switched to using ARM’s Cortex A73 and A55. To frustrate anyone looking for information on the original Kryo, Qualcomm kept using the Kryo name even though future chips no longer used in-house CPU designs. For example, the “Kryo 280” in the Snapdragon 835 is simply a customized A73 core."

https://chipsandcheese.com/p/kryo-qualcomms-last-in-house-mobile-core

to at least make them appear as something 'better'. Could have just been bigger caches in some cases and similar tweaks.
I never saw performance data (back when Anandtech used to benchmark them) which supported the idea that Qualcomm ever optimized the ARM cores they licensed by enough to make much real world difference.

But when the Fruity Cult threatened to make 64-bit 'a thing', Qualcomm had to drop their proprietary design and start with a pure ARM A57 until they came out with a 'true' Krait successor called 'Kryo'.
They didn't drop anything, but you're right that they were forced to release a generation based on A57 + A53, since their own 64-bit core wasn't ready.

And yes, 'their' first pure bottom up design came via those ex-Apples at Nuvia.
They used to make pure bottom-up designs, before switching to licensed IP from ARM.
 
Well Linux already runs as well with Nvidia GPUs on ARM as it does on x86: you might say it's pretty near done, but ARM on Windows is still a nightmare, I keep hearing. From my experience on RP5 and Orange Pi 5+ the Windows OS core is fine, but anything device related is missing: much easier to run as a VM on ARM-Proxmox with RDP.
It's not a GPU. What Nvidia is trying to do here is a laptop CPU (with a huge NPU and graphics, of course, almost a SOC if you will.) to run Windows in a corporate environment. There is absolutely ZERO chance it works without Windows, it would require that organization to completely replace their software stack at huge expense. It's a very risky venture IMO, high risk, high reward, (and Snapdragon has at least a 1 year lead.)
I have no insight into the portability of today's MacOS: I'm pretty sure the Darwin base and BSD userland is ARM-proof, while the GPU side may be trouble to port from Apple's GPU to Nvidia. no matter the CPU ISA.
Again, apple is out of the picture. This is Nvidia hardware. One supposes, later someone may worry about getting MacOS running on third-party hardware, but why? I guess we did have Hackintoshes for a while.
On Snapdragon's Windows troubles, I only have second-hand information. My impression is that every laptop maker tends to do their own thing for everything outside the CPU/APU/SoC and rely on UEFI abstractions to fill the gap to the OS.

That layer just doesn't exist for Snapdragon and it's causing mortal overhead on Windows and Linux implementations, because it would require scale to make it worth development effort.
Microsoft has been working on Windows ARM for a decade now. I'm guessing this chip is requiring them to do something different. It's not so much Windows anymore in most cases. Applications compiled for Windows Arm are the real issue. Otherwise, like with all emulation, there are prices to pay. If you go to Amazon and look at ANY Snapdragon laptop and you'll find the dreaded, "Frequently Returned Item" label. That tells me that there are enough problems that it's not ready for consumers, let alone ultra-conservative corporate buyers.
Nvidia may be in a better position to pressure Microsoft than Qualcomm, but with M$ shedding staff, it may just not scale that well and I really don't want to look into Qualcomms balance sheets: they got really lucky they didn't loose the court case with ARM.
I don't think you understand. Microsoft has been begging manufacturers to make these things for a LONG time now. Microsoft is all-in. They really don't have to be pressured. More likely they did the work for Snapdragon and now are having to add some compatibility stuff if it's installed on Nvidia's processor. But no, Microsoft has wanted Windows on ARM longer than anyone. No ARM-twisting required!😜
They are also after Fruity Cult profit margins. And that's a bit of a sonic wall or chicken and egg issue.

I have no idea if Apple sells in some corporate environments or layers, but they didn't get rich only on private consumers. In any case it's a market that doesn't support commodity or competition, as current court cases well attest.
Been watching them for over 4 decades. They had some niche things in corporate environments. Back in the late 80's and 90's pretty much every print magazine used Apple. Hollywood for rendering animation, but not much else. Apple's problem is they have always wanted to own the whole stack, and priced themselves out of the business market early. I recall a business ad they ran in the mid-80's for the Apple Lisa. The machine in the ad cost $17000 in the day the IBM PC cost $2000. No chance a corporate buyer can justify that.
And no, the enterprise market value is actually dying from both all directions, compute saturation, AI layoffs etc., which is why Microsoft invented nonsensical hardware criteria to revitalize it via Windows 11.
The problem with Windows 11 was security. It really was. The problem is that security came with a performance penalty on any machine that didn't have the security processor.

This put Microsoft in a position where they could release a new OS that demonstrably performed worse than the previous one on some machines. It would have been a PR disaster. So they set the hardware requirements, then allowed those with machines that didn't have the hardware work around it. Can't blame MS if you used a work-around can you?
Even the lowliest Atoms outrun most entreprise software needs by far and whoever needs leading edge does it in the cloud or on low volume workstations. Enterprise purchasing departments are by nature penny pinchers not innovators, I agree there, but not on Nvidia making that a priority.
I'm guessing Nvidia sees and age with less employees and more AI. Not sure if they're right either, as I said, it's a risky thing.
Perhaps they can't really help themselves from acting like Intel during their glory days: delivering the best user product isn't nearly as important when you're #1 as depriving the competition of opportunities to grow and fester and they can afford to invest a lot of money into that.

But mostly I believe it's Mediatek and the Asian market pushing here and those guys are far more ready to ditch not just x86 but also Microsoft. Or US domination in general. Nvidia is smart enough not to say no when they can just sell more. They have the Switch, but would probably like the Steam consoles and then everything upwards.

Can't fault them both for that as a European, nor do I think they have anything backwards.
Interestingly here, x86 doesn't seem to be quite dead. Intel's very first chip after the Snapdragon hoopla was more performant, had 90% of the battery life, and none of the compatibility issues. So I don't think we'll see the end of x86 in the corporate world anytime soon, it's easier for them to stick with X86 than switch to ARM. Snapdragon and Nvidia don't have to equal x86, they need to far surpass it to get those stodgy folks interested.
 
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It's not a GPU.
Should have written SoC, because it combines the major part of current Mediatek IP blocks with the GPU parts being replaced by Blackwall.
What Nvidia is trying to do here is a laptop CPU (with a huge NPU and graphics, of course, almost a SOC if you will.) to run Windows in a corporate environment. There is absolutely ZERO chance it works without Windows, it would require that organization to completely replace their software stack at huge expense. It's a very risky venture IMO, high risk, high reward, (and Snapdragon has at least a 1 year lead.)
I guess the confusion comes from project DIGITS or what's now called DGX Spark. That seems to be the SoC Mediatek and Nvidia seemingly want to grow into a full family of SoCs to address everything from laptop to the workstation size of a DGX.

That is evidently coming out this month with Linux, while the Windows variant has been pushed backward. And while that SoC has battled hardware issues according to SemiAccurate, it's now the software issues on Windows that hold things back there.

And while your focus may be on corporate IT, that's only a small part of what Mediatek/Nvidia may want to address.
Again, apple is out of the picture. This is Nvidia hardware. One supposes, later someone may worry about getting MacOS running on third-party hardware, but why? I guess we did have Hackintoshes for a while.
Apple has pushed the industry hard with energy efficiency and their 1/2/4 scaled unified SoC design. That's why we see things like Snapdragon Orion, Lunar Lake, Strix Halo but also Nvidia DIGITS.

I obviously don't expect the Fruity Cult to port to DIGITS, I was mostly commenting on theoretical portability.
Microsoft has been working on Windows ARM for a decade now. I'm guessing this chip is requiring them to do something different. It's not so much Windows anymore in most cases.
Porting Windows to ARM is a lot of different things. Porting the OS or kernel code as such may be the smallest part, especially since Windows originally used to be multi architecture. The application part is another issue, but the biggest problem seems to be driver support.

On x86 graphics drivers are delivered by vendors in a form and process that's well established and doesn't requrire a lot of effort from the device OEMs or where at least support procedures and staff are well established.

In the case of the Snapdragon, neither Qualcomm nor Microsoft were said to be any help, resulting not only in very fragile initial graphics drivers, but also in practically zero maintenance since. Laptop OEMs aren't in the habit of maintaining OS drivers, at best they deliver BIOS updates.

And then there is the issue of all those other small devices and sensors, for which Snapdragon has IP blocks built in, but offers no integration support to OEMs, who are used to having their own stuff to differentiate.

Again for x86 processes and staff have been well established for decades, for Snapdragon (and other ARMs) it's a brick wall.

I take my Orange Pi 5+ and my Raspberry PI5 mostly as comparison: they face similar issues on Linux in that it's not just about compiling the kernel, but the drivers needed. You can run Windows for ARM on a VM there much more easily than on the physical hardware, because the effort for developing native Windows drivers for each bespoke SoC is insane.
Applications compiled for Windows Arm are the real issue. Otherwise, like with all emulation, there are prices to pay. If you go to Amazon and look at ANY Snapdragon laptop and you'll find the dreaded, "Frequently Returned Item" label. That tells me that there are enough problems that it's not ready for consumers, let alone ultra-conservative corporate buyers.
Users can't tell if applications crash because applications fail to be emulated properly or if drivers fail with applications. Just look at how failing games were originally attributed to the games, then the GPU drivers when actually it was Raptor Lake that was defective.

If somebody paid me for that, I'd run the crashing applications on an RDP session (or in a VM) just to see if it's not actually the graphics drivers that cause the issues.

Emulation is obviously still an issue, especially with all those ISA extensions being crucial to get top performance, but it's not the whole picture. And then again, I don't see corporate buyers as being the biggest beef in the laptop market or the most interested in ARM designs.
I don't think you understand. Microsoft has been begging manufacturers to make these things for a LONG time now. Microsoft is all-in. They really don't have to be pressured. More likely they did the work for Snapdragon and now are having to add some compatibility stuff if it's installed on Nvidia's processor. But no, Microsoft has wanted Windows on ARM longer than anyone. No ARM-twisting required!😜
Microsoft wants a bigger part of the PC pie. ARM was a tool to fend off the Fruity Cult, Intel and whoever wants any $ M$ believes belongs to them.

But being $ oriented, Microsoft didn't want to pay for that themselves, so they talked Qualcomm into doing most of the work for them. And then left them hanging, when they couldn't do it alone. Microsoft will happily go back to x86 or with Nvidia, if it means hardware costs less and more of the $ go to them.
Been watching them for over 4 decades.
45 years here.
They had some niche things in corporate environments. Back in the late 80's and 90's pretty much every print magazine used Apple. Hollywood for rendering animation, but not much else. Apple's problem is they have always wanted to own the whole stack, and priced themselves out of the business market early. I recall a business ad they ran in the mid-80's for the Apple Lisa. The machine in the ad cost $17000 in the day the IBM PC cost $2000. No chance a corporate buyer can justify that.
Nope, when I ran my Apple ][ it was still open and the IBM PC the Apple ][ successor in spirit. It's with the Lisa and the Mac that the wrong Steve got his way.
The problem with Windows 11 was security. It really was. The problem is that security came with a performance penalty on any machine that didn't have the security processor.
You're obviously corporate IT :)

No, the security processor doesn't do any acceleration and in fact any machine running Windows 11 without a TPU is likely to run it faster.

The security processor basically grew out of a service processor much like you had a Z80 on IBM mainframes to diagnose, initialize, load the µ-code, and bootstrap the hardware before IPL.

Likewise x86 has featured a service processor, 80486 based and running Minix on Intel and ARM based on AMD to do things like hardware initialization, µ-code loading etc.

This then came to include PKI cryptography and certificate management to protect that µ-code and UEFI firmware against tampering but with all that it still remains a relatively weak piece of hardware. The brunt of the security work is always done with symmetric cryptography and the service processor or TPU is just responsible for managing those symmetric keys using assymetric cryptography for key management pretty much like an HSM.

And that brunt, including transparent RAM encryption is handled by the CPU or its memory controller, not by the TPU.

And while that may cost perhaps 5% overhead on memory access, a TPU can't do anything to reduce that. I only enables it because it can manage the key, nobody wants to type in a memory encryption key every time a system boots, while storing it anywhere where the CPU can see it, means it's easily compromised.

And Bitlocker for storage encryption is pretty similar to memory encryption.

So turning a TPU off (or not having one) actually has your sytem run faster, because it disables memory encryption (and Bitlocker), because without HSM like key management, both aren't very secure..

But most of the overhead from security comes from things like HVCI and that runs Windows in a VM, with plenty of ring transition overhead and hypervisor calls. It exists on both Windows 10 and 11, the only difference is the default on normal desktop editions: Windows 11 normally turns it on, quite independently of a TPU being present, because that doesn't play a role, except perhaps for checking driver signatures. But server and IoT LSTC editions allow you to turn it off, which has Windows 11 run just as fast as Windows 10, which at least initially didn't turn it on by default.
This put Microsoft in a position where they could release a new OS that demonstrably performed worse than the previous one on some machines. It would have been a PR disaster. So they set the hardware requirements, then allowed those with machines that didn't have the hardware work around it. Can't blame MS if you used a work-around can you?
Sorry, but as explained above you got it all wrong, and there is nothing new in Windows 11 than the defaults. The functionality existed in Windows 10 and only the presets differ.
I'm guessing Nvidia sees and age with less employees and more AI. Not sure if they're right either, as I said, it's a risky thing.

Interestingly here, x86 doesn't seem to be quite dead. Intel's very first chip after the Snapdragon hoopla was more performant, had 90% of the battery life, and none of the compatibility issues. So I don't think we'll see the end of x86 in the corporate world anytime soon, it's easier for them to stick with X86 than switch to ARM. Snapdragon and Nvidia don't have to equal x86, they need to far surpass it to get those stodgy folks interested.
CPU efficiency isn't just about the ISA.

Snapdragon Elites did worse than the Fruity Cult's Mx chips in that regard, which helped reduce the gap already. And then Lunar Lake might draw equal in terms of battery life, but only at half the multithreaded CPU power.

And a US (or even Europe) based corporate IT view no longer reflects where revenue is made in the future.

Most growth (instead of just replacement) is actually in mobile, tablets and perhaps now portable consoles and mostly outside the old West, in Asia, Africa and LatAm.

And there governments dictate against continued US dominance in their own IT, and campaign heavily even in corporate markets against the risks of US hardware and software being weaponized against them, while consumers just want to have fun with games and content.

The US have dominated global IT for 8 decades, but growth potential dictates who leads. That potential is much smaller in the US saturated market than elsewhere and the tide is turning. All the faster the more US actors try to push against it.
 
I work in technology retail. The current arm/Qualcomm/snapdragon machines are overpriced for what they are. A lot get returned due to compatability issues. A lot of software only runs in emulation mode taking a performance hit. Qualcomm has a history of horrible to nonexistent "support"... Good luck if you need new drivers especially on the graphics side. Do not buy these if you want to run cad, solid works or any 3d intensive work. Basically they are garbage from a compatibility standpoint unless all you do is Microsoft software. Also most people aren't excited by AI capability on their machine. Even ms-copilot installed locally still goes back to the server for almost everything. It's also the reason surface sales have tanked. Business's don't want to be Guinea pigs and early adopters for unsuitable and incompatible gear. It's just Microsoft greed trying to sell more licenses. M$
 
Been watching them for over 4 decades. They had some niche things in corporate environments. Back in the late 80's and 90's pretty much every print magazine used Apple. Hollywood for rendering animation, but not much else.
I'm not sure how much they penetrated into the 3D Rendering market. In the 90's there were only a couple 3D packages on Mac. Most were either SGI or Windows NT. However, the market Apple penetrated well was film & TV. The famous Avid video editing suites were built on Macs, as were several of their competitors (Media 100, for example). At the lower end, Adobe had Premier and After Effects, both of which obviously started out on Macs (because Adobe), but were later ported over to Windows. Then, Apple came out with Final Cut Pro and probably crushed most of the existing video editing and low-end effects tools on Mac (I don't exactly know, since I was out of the industry by then).

Interestingly here, x86 doesn't seem to be quite dead. Intel's very first chip after the Snapdragon hoopla was more performant, had 90% of the battery life, and none of the compatibility issues.
It's clear that Intel was scrambling to increase efficiency and battery life since Meteor Lake. In fact, that drove some SoC architecture decisions that would come back to bite them in the realm of Arrow Lake desktop performance.

Lunar Lake is good, but I wouldn't say it's such a resounding defeat as you are. Notebook Check did some performance analysis and Snapdragon X definitely does some things better than Lunar Lake. The problem is that it wasn't enough better on as many things as they would've needed for people to justify the trouble of switching CPU ISAs. Furthermore, a good portion of people willing & able to switch for better battery life probably already went over to Mac, and it'd take a lot to get them back to running Windows.

So I don't think we'll see the end of x86 in the corporate world anytime soon, it's easier for them to stick with X86 than switch to ARM.
Yup. They will go with what the know, for as long as possible. Right now, that means Windows on x86.
 
Users can't tell if applications crash because applications fail to be emulated properly or if drivers fail with applications. Just look at how failing games were originally attributed to the games, then the GPU drivers when actually it was Raptor Lake that was defective.

If somebody paid me for that, I'd run the crashing applications on an RDP session (or in a VM) just to see if it's not actually the graphics drivers that cause the issues.
Fair, but there are classes of bugs (e.g. race conditions) which might indeed be in the drivers, but which don't manifest in a VM or via RDP, not least because these are realtime apps and you're changing the timing profile.

That's not to say your experiment wouldn't be worth a shot, but I'd go into it with low expectations, because you really can't conclude anything if it doesn't fail in your modified environment. The only useful thing you'd get out of it is if it does manage to replicate the crash.

Microsoft wants a bigger part of the PC pie. ARM was a tool to fend off the Fruity Cult, Intel and whoever wants any $ M$ believes belongs to them.
I think ARM was partly a way that MS was looking beyond x86. It also let them decouple themselves from Intel, which the had previously tried to do by supporting MIPS, Alpha, and PowerPC.

However, I think their interest in ARM started way back in the days of Windows CE and their phone ambitions.

Now, MS has their own ARM-based cloud CPUs (see Cobalt 100).

Microsoft will happily go back to x86 or with Nvidia, if it means hardware costs less and more of the $ go to them.
No, I don't see them ever going back to being x86-exclusive.
 
The current arm/Qualcomm/snapdragon machines are overpriced for what they are. A lot get returned due to compatability issues. A lot of software only runs in emulation mode taking a performance hit. Qualcomm has a history of horrible to nonexistent "support"...
I think Qualcomm's investors will probably give them just one more shot at breaking into the mainstream PC market, before they pull the plug on the endeavor. It would be ironic if they pushed the door open just wide enough for Nvidia/Mediatek and AMD to walk through, just as they left the scene. But, I think that's what they deserve for pushing MS into such a long exclusivity agreement and trying to sew up too much of the market for themselves.
 
I think ARM was partly a way that MS was looking beyond x86. It also let them decouple themselves from Intel, which the had previously tried to do by supporting MIPS, Alpha, and PowerPC.
Microsoft always want after the biggest market share. In those days the ISA race was still open, so they pursued all leading contenders until the dust settled. Perhaps more importantly they designed their VMS++ to be hardware independent.
However, I think their interest in ARM started way back in the days of Windows CE and their phone ambitions.
There was nothing but ARM in that space, so they didn't have much of a choice.
Now, MS has their own ARM-based cloud CPUs (see Cobalt 100).
As does everyone, it's just a matter of economics for certain workloads.
No, I don't see them ever going back to being x86-exclusive.
Note, that I never said exclusive.

They'll go back with x86 if that's what's more popular, cheaper, less effort etc. Notice that new Surface devices are coming out with x86, since they don't want to risk going down with Snapdragon.

Microsoft was happy to play Qualcomm against the x86 contenders, because there was a chance it would help against eroding market shares or even give them growth. But they weren't betting the farm on it and preferred others carry the brunt of the work and the risk. With CE it was the various mobile device makers who took the hit and these days it's Qualcomm and the OEMs who produced those unsellable laptops who carry the main burden, as well as those consumers who bought CE or Windows on ARM laptops, that won't even run Linux should Microsoft stop support. Plenty of 1st generation Surface devices might still be used today, if they hadn't been abandoned by Microsoft, or were able to run Linux.

These Snapdragon Windows devices won't ever get fixed, because that responsibility (and budget) was never clearly assigned to any one party and now there also isn't any money to be made there. They are abandonware zombies already and the current delay IMHO is likely to be Nvidia being too wary to be sucked into the same trap.

Because for all I know the DGS Spark SoC is very much the same and supposedly ready for Linux.

ASUS was supposed to launch on the 22nd of July, but I see very little sign of it just yet.

I guess they'll feed us bits of information as they see fit.