Sean Hollister

Qualcomm, which had been trying to do the phone thing forever and failed until Apple came along, was like, okay, now we get it.

They start bringing out, finally, some chips that'll do the Windows thing on ARM pretty well.

There's still some compatibility issues, but they do it too.

And now NVIDIA is about to do this as well.

There's an N1 and N1X chip coming.

The NVIDIA arm revolution is about to happen.

They're finally going to have their own processors in devices when the only thing I think that's been powered by an NVIDIA CPU that anybody would know about is the Nintendo Switch.

And so now they're going to do that there too.

A lot of other things happen along the way that help.

I mean, it really helps AMD for those integrated graphics that they got the vote of approval from Sony and from Microsoft.

They make it into the Xboxes for two generations running, more if you count the PS5 Pro and Xbox One X versus One S and all that.

Yeah.

All the incentives are aligned.

Apple's shown this pathway.

Everybody's following the pathway.

And it seems like it's all working great.

All the chips are performing better than they have.

Bigger leaps in, not necessarily in performance, but in battery life than ever.

And the performance is getting steadily better as well.

It could happen this year.