That market is certainly the biggest x86 bastion (that and lots of legacy enterprise stuff).
I doubt we'll ever see classical desktop PCs with socketed CPUs and RAM and 3rd party mobos, as long as Nvidia / Qualcomm / Mediatek are the only players. Only if AMD were to care about it.
Here is how I think Nvidia (and Qualcomm) will approach it:
- Initially they'll release bog-standard laptop and mini-pc SKUs in the 15-45W range. Nvidia will probably go for a a M4 Max style SKU for premium laptops and mac studio like desktop PCs (with up to mobile RTX xx70 level performance) using LPDDR.
- Then if there's interest they'll release a version with CAMM2 modules instead of soldered memory (initially only in prebuilt laptops and mini-PCs).
- This is where i think Qualcomm stops, but if there's demand I van see Nvidia eventually go for a ITX/mATX mobos with soldered CPU and CAMM2 dimms . It would certainly have M.2 slots and perhaps a single 16x PCIE slot (for Nvidia GPUs only of course).
This is of course far from certain and would only happen if the market actually cares. I doubt any of them would care enough to go much further, as any other PCIE add-in cards would require
a ton of driver work to run seamlessly.
Qualcomm has 0 incentive to do that and Nvidia will 110% want to lock you in ther ecosystem, so only their GPUs get the pass (they'll obviusly brand it as a ”driver issue" and that "competitors are welcome to fix it"). They'll have no interest to sell socketed CPUs as that's even more work (especially backwards compatiblity) and they can't charge you for a new mobo + ram every generation. The only reason they'd even add the PCIE slot in the first place is to sell you their highest end GPUs once they're already sold you an oversized iGPU.
When that happens (or yikes, becomes the norm) it's a big loss for DIY builders for sure. It's certainly not what I would want them to do, but what I envison Jensen Huang would aim for.