CPU Wars: Intel, Arm, NVIDIA, AMD & the Future

The evolution of instruction set architectures (ISAs) and companies in the CPU marketplace.

If you like this ExplainingComputers episode, you may also be interested in some of my RISC-V content, including:

“RISC-V 2025 Update”:    • RISC-V 2025 Update   and

“Why RISC-V Matters”:    • Why RISC-V Matters  

And you can find all of my RISC-V videos here: https://www.explainingcomputers.com/r...


REFERENCES (in order of presentation/citation):

Forbes article on the Hetrogeneous CPU Era, by Jim McGregor for Tirias Research: https://www.forbes.com/sites/tiriasre...

Apple to use x86 processors, press release:
https://www.apple.com/uk/newsroom/200...

One billion mobiles sold in 2006: https://www.zdnet.com/article/one-bil...

Apple iPhone press release: https://www.apple.com/uk/newsroom/200...

Intel Foundry Services:
https://www.intel.com/content/www/us/...

TSMC: https://www.tsmc.com/english/dedicate...

Apple M5 press release: https://www.apple.com/uk/newsroom/202...

Copilot+ PCs introduced: https://blogs.microsoft.com/blog/2024...

RISC-V 25 per cent market penetration: https://riscv.org/blog/risc-v-interna... -

GlobalFoundries opens: https://www.mubadala.com/en/news/pres...

Arm company information: https://www.arm.com/company

Arm reported to sell its own processors: https://www.fool.com/investing/2025/1...

ARM reaches 25% of server marketplace, driven by NVIDIA Grace-Blackwell servers: https://www.theregister.com/2025/09/1...

ARM Neoverse compute subsystems: https://www.arm.com/products/neoverse...

AWS Graviton: https://aws.amazon.com/ec2/graviton/

Graviton 4 available, including history: https://www.aboutamazon.com/news/aws/...

Google Axion Arm CPUs introduced: https://cloud.google.com/blog/product...

Google Axion processors: https://cloud.google.com/products/axion

Microsoft Azure Cobalt 100 announcement:
https://techcommunity.microsoft.com/b...

Microsoft Azure Cobalt 200 announcement: https://techcommunity.microsoft.com/b...

NVIDIA GB300 NVL72 AI server: https://www.nvidia.com/en-gb/data-cen...

NVIDIA GRACE CPU announcement: https://nvidianews.nvidia.com/news/nv...

NVIDIA Grace CPU: https://blogs.nvidia.com/blog/grace-c...

NVIDIA Grace Superchip: https://nvidianews.nvidia.com/news/nv...

NVIDIA Intel investment: https://nvidianews.nvidia.com/news/nv...

US Government Intel investment: https://www.intc.com/news-events/pres...

Samsung Foundry: https://semiconductor.samsung.com/fou...

AMD x86 market share, November 2025: https://www.tomshardware.com/pc-compo...

Arm chips for Meta: https://www.reuters.com/technology/ar...

Meta Arm partnership: https://newsroom.arm.com/news/arm-met...

NVIDIA $5 trillion: https://www.reuters.com/business/nvid...


More videos on computing and related topics can be found at:
   / @explainingcomputers  

And more videos on film and other making, plus retro tech, can be found on my Christopher Barnatt channel:    / @christopherbarnatt  

Chapters:
00:00 Titles & Intro
01:22 The Intel Age
03:49 Beyond the Fab
07:01 CPU Market Segments
08:48 The Arm Cloud
12:09 The Future

#Intel #Arm #NVIDIA #x86 #AMD #Microsoft #AWS #Google #RISC-V #ExplainingComputers