Discussion NV Re-Enter ARM PC market in 2025!

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FlameTail

Diamond Member
Dec 15, 2021
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Right now, gaming on Windows-on-arm with Snapdragon laptpops sucks due to several reasons:

1. Qualcomm's GPU drivers are bad.
2. Qualcomm's GPU architecture is bad.
3. Qualcomm's iGPU is not big enough.
4. Lack of game anti-cheats ported to ARM.
5. Prism Emulation layer cannot emulate AVX/AVX2, which are used by many games.
6. Lack of games natively compiled for ARM.
7. Running games through the Prism emulation layer incurs a performance penalty.

Nvidia's ARM SoC will not suffer from 1,2 and 3.

4 is in the process of being fixed. Some anticheats such as BattleEye and Denuvo have already been ported to ARM.

5 will also be soon fixed, as Microsoft announced recently that Prism will get the ability to emulate AVX and AVX2.

But 6 and 7 are still going to be issues for Nvidia's ARM SoC with regards to gaming.

why even post it.
:shrug:
 
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DrMrLordX

Lifer
Apr 27, 2000
22,369
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Compilation alone is often not enough vs hand tuned assembly for certain code.

Especially when you are talking about games and responsiveness.
It would be more productive for Qualcomm to engage with devs maintaining major game engines (such as UE5) to port the engine to WoA.
 
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soresu

Diamond Member
Dec 19, 2014
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It would be more productive for Qualcomm to engage with devs maintaining major game engines (such as UE5) to port the engine to WoA.
UE5 should already be part of the way from mobile gaming and Switch support, the rest is just WoA specific APIs.
 

DrMrLordX

Lifer
Apr 27, 2000
22,369
12,175
136
UE5 should already be part of the way from mobile gaming and Switch support, the rest is just WoA specific APIs.
Interesting point. Assuming Epic hasn't signed any exclusive deals with Nintendo and/or NV prohibiting such.
 

soresu

Diamond Member
Dec 19, 2014
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Interesting point. Assuming Epic hasn't signed any exclusive deals with Nintendo and/or NV prohibiting such.
Unlikely, excepting the possibility of the Switch platform variant using NVN rather than Vulkan, but even then as WoA uses DX12 which UE5 Windows already is predicated on, so it doesn't matter.

The whole point of a licensed game engine is to maximise the number of platforms it can supoort so that you achieve optimum monetization, so exclusivity is just counter intuitive to the business model.
 

poke01

Diamond Member
Mar 8, 2022
3,036
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Anytime NV gets involved, it's prudent to ask.
Hmm, I mean Qualcomm also had exclusivity with MS for WoA. This really soured WoA adoption with those pitiful ARM SoCs they put out. If UE5 partnership with NV means better games on WoA so be it. Nvidia is more likely to deliver than QC thanks to better software. Then after exclusivity all ARM vendors can benefit.
 

soresu

Diamond Member
Dec 19, 2014
3,490
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If UE5 partnership with NV means better games on WoA so be it
I just remembered - based on the past I'm disinclined to think Epic would do that.

The only unqiue thing nVidia ish in UE5 right now is that fluid sim plugin (flex something?).

Everything else that was nVidia based was pretty much replaced with an in house equivalent, starting with Chaos physics.

To me this says they don't want or need nVidia to prop them up anymore - and they certainly don't want any of their supported platforms feeling left out because they don't use nVidia hardware.
 

Tup3x

Golden Member
Dec 31, 2016
1,180
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I just remembered - based on the past I'm disinclined to think Epic would do that.

The only unqiue thing nVidia ish in UE5 right now is that fluid sim plugin (flex something?).

Everything else that was nVidia based was pretty much replaced with an in house equivalent, starting with Chaos physics.

To me this says they don't want or need nVidia to prop them up anymore - and they certainly don't want any of their supported platforms feeling left out because they don't use nVidia hardware.
PhysX is now open source anyway. They likely don't want to contribute/keep things in house/wanted tighter integration (better performance, features) etc. They've been using PhysX as physics engine since forever. It probably makes sense to replace it with something new free from legacy burden.
 

FlameTail

Diamond Member
Dec 15, 2021
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Latest Semianalysis article contains information about Nvidia's ARM SoC for PCs.
We will also dive into Nvidia’s custom PC chips and their aggressive 3 chip Tegra strategy that likely takes significant share from Intel.
It's behind the paywall though.
 

Gideon

Golden Member
Nov 27, 2007
1,921
4,668
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Latest Semianalysis article contains information about Nvidia's ARM SoC for PCs.

It's behind the paywall though.
I wonder what's the lineup like.

The laziest idea would be to match the m4, m4pro and m4max SKUs with the equivalent WARM versions.

But if it's indeed 3 SoC's I'm more inclined to believe the last one will also be somewhat desktop capable, with a PCIe x16 slot. I just can't see a reason to justify 3 SKUs (unless they are using chiplets). Adding a PCIE slot itself shouldn't be a big deal ( I remember talk that even Snapdragon X should have 8 lanes in reserve they just aren't used) and supporting only Nvidia's own GPUs shouldn't be that big of an issue.

Anyway, I don't see them just missing out on upselling someone a 5090 just because they were too cheap to add PCE lanes to an already big chip (and at least one of these 3 will be big). They might also offer a full PCIE-E dock-solution as Beelink does:


And I'd be surprised if they won't offer at least a Oculink option for the mid level SoC. They want to sell GPUs after all ...
 

DZero

Senior member
Jun 20, 2024
396
158
76
Right now, gaming on Windows-on-arm with Snapdragon laptpops sucks due to several reasons:

1. Qualcomm's GPU drivers are bad.
2. Qualcomm's GPU architecture is bad.
3. Qualcomm's iGPU is not big enough.
4. Lack of game anti-cheats ported to ARM.
5. Prism Emulation layer cannot emulate AVX/AVX2, which are used by many games.
6. Lack of games natively compiled for ARM.
7. Running games through the Prism emulation layer incurs a performance penalty.

Nvidia's ARM SoC will not suffer from 1,2 and 3.

4 is in the process of being fixed. Some anticheats such as BattleEye and Denuvo have already been ported to ARM.

5 will also be soon fixed, as Microsoft announced recently that Prism will get the ability to emulate AVX and AVX2.

But 6 and 7 are still going to be issues for Nvidia's ARM SoC with regards to gaming.


:shrug:
6 might be eventually fixed, chinese gacha games and newer ones works on Phones and PC and since Phones are on ARM, they can port the PC configs to an ARM environment.

Example: All Hoyoverse games from Genshin Impact to beyond. Kuro's Wuwa won't be discarded too. And Tower of Fantasy might come back.
 

Tup3x

Golden Member
Dec 31, 2016
1,180
1,249
136
If the top tier NVIDIA SoC offers similar gaming performance than my current 3060 Ti, I'd consider switching to it. I could just keep my current rig around for things that wouldn't work. With >=64 GB of RAM you'd never have to worry about not having enough for textures.
 

SpudLobby

Golden Member
May 18, 2022
1,027
695
106
Nvidia isn't going to make 64GB affordable like Qualcomm.
That depends on how it’s done. And even then I recall people in this forum moaning about how Qualcomm would overprice RAM, on-package or not, and I explicitly told them there’s no way, now that they’re serious they won’t — you can’t get anywhere with absurd RAM pricing in a competitive market with other OEM’s and/or chip vendors. That the previous Snapdragons were a mess is irrelevant, it wasn’t a serious effort.

Sure as h€ll:




The 512/16GB 7X with an OLED display and very long battery life with an X Elite-78 is like $1099 on Lenovo with a $124 upgrade for 1TB/32GB, at 1244.

Even if the Snapdragon costs more with the next iteration, they’re giving a very good bang for your buck here (and Lenovo is not alone). Apple is just uniquely insane because they can get away with it.
 

Gideon

Golden Member
Nov 27, 2007
1,921
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A number of news items are starting to appear that seem to connect the dots (at least for me):

Add in the fact that compared to other handheld makers, Valve seems more focused on battery life. I think the evidence is lining up to be pretty sure that ....

Valve is at least evaluating building ARM-based SteamOS devices.


Now, whether they'll actually build one really depends on what hardware providers offer them. If near-term SKUs from AMD allow for a true generational leap (among other things providing improved battery life), they might stick with x86.
It's also possible that Valve is the target audience for the much-rumored AMD ARM SKU (but more evidence points at Microsoft).

If they are indeed doing Gamining on ARM, I don't see anyone else participating other than Nvidia or AMD (there's no way Qualcomm could even muster decent drivers, and Intel will never make ARM CPUs).

Why would Nvidia even care to offer decent pricing?

Nvidia is already in the Switch, and they're planning to come to laptops/desktops anyway. Being the hardware Valve targets would potentially help them majorly with the dogfooding of Proton (and Linux gaming in general) on their own ARM SKUs.

While Nvidia will certainly keep support Windows for a while, knowing their business strategies, if they're already planning gaming SKUs for desktops and laptops, they would most certainly be interested in offering their own closed-down, vertically integrated OS down the line.
This would allow them to bolt on "exclusive features", not to mention "cut out the middlemen" in both PC hardware (motherboards, CPUs) and OS. As Windows is increasingly terrible, especially for a handheld or a console-like PCs, they might actually pull it off for some casuals that just want a "gaming box".


Could Nvida based Steam Deck even be a thing?

It can only happen if a number of "ifs" are met:
  • Is Valve even interested? - I see no harm in at least keeping Nvidia in the discussion - certainly helps keeping the balooning AMD's SKU prices in check
  • Will Nvidia actually offer competitive pricing? - Hard to know, but as exlained above they might have incentives, and they do offer it for Nintendo
  • Will the drivers and Proton even be ready for that? - That really depends on when Valve plans to release the Deck 2. 100% not happening in 2025. Late 2026? Perhaps...


Just some ramblings, but I think there's enough here to at least generate some discussion. What do you guys think?

  • Do you think we'll see an ARM-based Steam Deck with Nvidia hardware?
  • What are your thoughts on Nvidia potentially launching their own gaming-focused OS? They have the resources and could offer exclusive features, but would developers and users actually adopt it?
  • Could we see Nvidia try to enter the console market with a "gaming box" that sits between PC and console - something like a Steam Machine but with their complete vertical integration?
    ...
 

DZero

Senior member
Jun 20, 2024
396
158
76
  • Do you think we'll see an ARM-based Steam Deck with Nvidia hardware?
No, due Nintendo sadly. However they can pull a nVIDIA Shield TV 2025.
  • What are your thoughts on Nvidia potentially launching their own gaming-focused OS? They have the resources and could offer exclusive features, but would developers and users actually adopt it?
It will be hard to pull it, even with Mediatek will suffer.
  • Could we see Nvidia try to enter the console market with a "gaming box" that sits between PC and console - something like a Steam Machine but with their complete vertical integration?
That sounds plausible and even more, can really steal Apple's TV position. Imagine games like Genshin Impact or Honkai Star Rail on that nVIDIA Shield TV without the need to buy a PS5 or an XBox.
 
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DAPUNISHER

Super Moderator CPU Forum Mod and Elite Member
Super Moderator
Aug 22, 2001
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  • Do you think we'll see an ARM-based Steam Deck with Nvidia hardware?
Not any time soon. I do see other companies doing it, and SteamOS being offered on them.
  • What are your thoughts on Nvidia potentially launching their own gaming-focused OS? They have the resources and could offer exclusive features, but would developers and users actually adopt it?
I have also speculated about this. I think it is inevitable. The info about Geforce Now on Steam Deck lines up because I expect it to be integral to Nvidia's gaming products. Perfect way to push adoption by bundling it with a free trial period.
  • Could we see Nvidia try to enter the console market with a "gaming box" that sits between PC and console - something like a Steam Machine but with their complete vertical integration?
    ...
Not certain they will settle for being between them, as least not after an iteration or 2. Much more likely to take them on head to head as an alternative. First console, then PC. Where as Intel is suffering a massive brain drain, all of the talent wants to work for Nvidia. They have the capital; I can't see anything stopping them from succeeding.
 
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Gideon

Golden Member
Nov 27, 2007
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Not certain they will settle for being between them, as least not after an iteration or 2. Much more likely to take them on head to head as an alternative. First console, then PC. Where as Intel is suffering a massive brain drain, all of the talent wants to work for Nvidia. They have the capital; I can't see anything stopping them from succeeding.
Yeah, and not only Intel but Microsoft as well (Exibit A, Exibit B).

Not to mention they have a lot of avenues to tackle this thing. They're sure to have shield-like entry level boxes, probably Console size stuff too. They could even do mini-pc + a dock like solutions in between to sell standalone GPUs like I hinted at above:
Anyway, I don't see them just missing out on upselling someone a 5090 just because they were too cheap to add PCE lanes to an already big chip (and at least one of these 3 will be big). They might also offer a full PCIE-E dock-solution as Beelink does:

Could you imagine something like that but instead with a shield successor, cause I sure can:




I'm an open-source and modular computer enthusiast, so I personally really hope they fail in capturing all those markets (and companies like Framework succeed instead in their mission), but I do think they will try ... and probably achieve at least some degree of success.
 
Last edited:

fkoehler

Senior member
Feb 29, 2008
214
175
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I've moved to a Mac Mini M4, and have been having a similar conversation over on MacRumors.
I think a lot of folks are focused on nVidia with its AI gold rush, and missing that there has to be a Plan B in the event it dies suddenly like Mining did.
Jensen has always wanted to play with the big boys in the cpu world, and with Intel on life support, and NV raking in more cash than God/Musk, there has to be a small team skunkworking some sort of ARM CPU/system. They didn't try to buy ARM itself for giggle or to get minimal dividends from license holders.
I think NV is going to pop out an Apple M-killer at some point, and it will have truely insane gfx effects which will also be useable for whatever AI/ML has morphed into.
NV is about the same size as Apple, and both have niche industries from which they are making the majority of their entire revenue.
If NV see a collapsing of AI, even just a winnowing out to a few big players, their revenue is going to ditch significantly.
If Apple see its iPhone replacement cycle continue to lengthen, and China continue to push people to native-Chinese phones, their revenue is going to see notable decreases.
Both should have a Plan B at least.
NV I think is going to try to enter the PC/Server market.
Apple I think is going to re-try the Server route.
What other industry/avenues are nearly likely to have the revenue spend from which to tap?
AI/Robotics is a possible side-quest.
 
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