I wouldn't hold my breath too much. Before even talking about software and backward compatibility which is quite important for windows users (at least the one who are going to buy at high price/margins) it must be competitive from a performance standpoint.
If we look at what Apple has done with their ARM chips, outside of power consumption they rarely win on performance. It is mostly software optimized to use their specialized hardware compute block that get any advantage from Apple Silicon. Their ARM CPU are not that special, especially since they make it hard to sort CPU from GPU and other hardware co-processor. When you go look in detail in the various benchmark numbers you realize the CPU part performs at most like a mid-range laptop CPU.
And their GPU (that gets used to "win" some CPU benchmark) is weak when you consider the price but admittedly that is not going to be a problem for NVidia.
People say Apple successfully transitioned but it is mostly because they leave no choice to their customers. In other words, they do not have to compete. I doubt they would have sold much Apple Silicon desktop if those were to compete with equivalent Intel + dGPU machines; particularly considering the price premium.
Compared to the golden iMac era, it seems like they do not sell much of them in the first place, and it sort of makes my argument.
NVidia will not have this luxury that Apple has. They will have to compete on both performance and price. Apple did not really succeed; I doubt they will. But maybe their chip designers are so much better than Apple's or less focus on power consumption will allow them to unlock more performance from ARM.
But this is old history, and it seems to just repeat itself. Apple just went back to their Motorola "G" days where they pretend that they are competitive but in fact when you do run software that exists cross platform and is not unfairly optimized for the Apple platform it is rarely true.
NVidia won't be able to create a marketing spin around this and still sell their stuff at a massive premium. It is unlikely that PCs will switch to ARM because there are not that many benefits but quite a bit of hassle and cost involved.
It is like the rotary engine that has some advantages over traditional piston engines but in the end are very rarely worth the tradeoffs which is why it is stuck in niche applications (at best, mostly unused actually).
If we look at what Apple has done with their ARM chips, outside of power consumption they rarely win on performance. It is mostly software optimized to use their specialized hardware compute block that get any advantage from Apple Silicon. Their ARM CPU are not that special, especially since they make it hard to sort CPU from GPU and other hardware co-processor. When you go look in detail in the various benchmark numbers you realize the CPU part performs at most like a mid-range laptop CPU. And their GPU (that gets used to "win" some CPU benchmark) is weak when you consider the price but admittedly that is not going to be a problem for NVidia.
People say Apple successfully transitioned but it is mostly because they leave no choice to their customers. In other words, they do not have to compete. I doubt they would have sold much Apple Silicon desktop if those were to compete with equivalent Intel + dGPU machines; particularly considering the price premium. Compared to the golden iMac era, it seems like they do not sell much of them in the first place, and it sort of makes my argument.
NVidia will not have this luxury that Apple has. They will have to compete on both performance and price. Apple did not really succeed; I doubt they will. But maybe their chip designers are so much better than Apple's or less focus on power consumption will allow them to unlock more performance from ARM. But this is old history, and it seems to just repeat itself. Apple just went back to their Motorola "G" days where they pretend that they are competitive but in fact when you do run software that exists cross platform and is not unfairly optimized for the Apple platform it is rarely true. NVidia won't be able to create a marketing spin around this and still sell their stuff at a massive premium. It is unlikely that PCs will switch to ARM because there are not that many benefits but quite a bit of hassle and cost involved.
It is like the rotary engine that has some advantages over traditional piston engines but in the end are very rarely worth the tradeoffs which is why it is stuck in niche applications (at best, mostly unused actually).