Intel has expressed its lack of concern regarding the emergence of Arm-based PC components, such as those released by Qualcomm and those under development by Nvidia and AMD. During an earnings call for Q3, Intel's CEO, Pat Gelsinger, emphasized that they take all competition seriously but do not see Arm and Windows alternatives as significant factors in the PC business.

"I think history could be a reference here. I don't see all of that (Arm) potentially being (a significant threat)," Gelsinger stated.

Instead, Gelsinger views this as an opportunity for Intel's foundry business, as they are ready to manufacture Arm-based chips for other companies. Intel has previously signed a cooperation agreement with Arm to facilitate the production of Arm chips in Intel's factories. Specifically, low-power Arm-based SoCs produced using the 18A process are expected to be operational in the second half of 2024.

It was previously reported that Nvidia has quietly begun designing Arm-based CPUs capable of running the Windows operating system, positioning themselves as a competitor to Intel in this domain. According to two sources cited by Reuters, Nvidia's move is part of Microsoft's plan to assist chip manufacturers in building Arm processors for Windows PCs, with the overarching goal of competing with Apple, whose market share has doubled since they first released Macs with Apple Silicon-based Arm chips three years ago.

Additionally, Qualcomm has released the Snapdragon X Elite for PCs, featuring a 12-core CPU manufactured using a 4nm process. Qualcomm claims that its single-threaded performance surpasses that of the Core i9-13980HX while consuming significantly less power.