SemiAnalysis@SemiAnalysis_ · XAI 摘要
突发新闻：黄仁勋刚宣布英伟达ARM消费PC将搭载Windows。与苹果通过Rosetta 2转译器过渡到ARM M1不同，我们对Windows在英伟达ARM上的表现持怀疑态度。
BREAKING NEWS： Jensen just announced WINDOWS on NVIDIA ARM consumer PC. Unlike Apple transition to ARM M1 with Rosetta 2 transpiler， we are not convinced that Windows on NVIDIA ARM will work well.