[Joeri]

There is no danger to AMD in the PC market from ARM. Apple will not sell their cpu’s to other PC vendors, and other ARM chipmakers aren’t even competitive with intel, let alone AMD. What this shows most of all is that the instruction set is not what matters, it is all about the core architecture. Intel is still dragging the ghost of skylake along, while AMD has something better with zen, apple has their A cores, and everyone else is forced to use ARM reference architecture because they don’t have the resources to design their own core. Only nvidia has the ability to upset things.

[bjohnson225]

No danger? It seems a very precarious position over the next five to ten years. If Apple find success with their strategy, then money is going to flow into the development of ARM chips from Microsoft, Amazon, Google, Nvidia, etc for their own products/servers.

[cwhiz]

I doubt this. Apple may end up with a massive competitive advantage over other laptops. I doubt Microsoft and PC OEMs are just going to stand on the sideline and watch Apple eat their lunch.

I would expect there to be an arms race on... ARM. And maybe MS suddenly stops treating Windows on ARM as a hobby project.