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Earlier this year, Qualcomm announced that some of its next-generation ARM chips would actually be used for Windows 10 devices. This came as a bit of a surprise–while Qualcomm and Microsoft have worked together previously, as far back as Windows 8, but most of the devices that shipped with the ill-fated Windows RT used Nvidia hardware, not Qualcomm SoCs.
As for whether this poses a threat to Intel, for now, I think it doesn’t. Offering “near native” performance is a great buzzword, but we don’t yet know what the performance hit will be. Furthermore, tablets and smartphone-class processors aren’t really the chips you want to use for a desktop or high-end mobile workstation, no matter how much you like ARM. But we could be seeing the opening of a chink in Intel’s armor.