On top of all this comes word that PC maker Lenovo is looking to develop its own AI-oriented operating system, to be bundled with its hardware. Details are sketchy, including whether or not the new OS would be based on Linux. Lenovo declined to comment on the rumors.
Seeds of change?
Disrupting an established market is difficult, time-consuming, and expensive. A company wouldn’t make the move to challenge a dominant player unless they smelled blood in the water — but the Wintel (including AMD) partnership is still rock solid and in no danger of splintering, Gold said.
There is, however, an opening for Arm-based systems, particularly from Qualcomm, in machines for users who want maximum battery life, Gold noted. “But it’s still going to be a relatively small portion of the market going forward. I can’t give you a number, I don’t know what it’s going to be, but my guess would be well under 10%,” he added.
