I’m curious about what the HN community’s thoughts are on the current state of partnerships between semiconductor/processing units-manufacturers and software/electronics manufacturers.

To me it feels like Apple and Google have tied up ARM almost entirely to themselves (just a matter of time until Apple also will cut Qualcomm completely). ARM seems to fulfill each of their custom needs.

As a result of the successful Apple/ARM & Google/ARM relationships, Microsoft seems to have decided to partner up with AMD. (Recall the rumors in May about them working on AI-efficient chipsets together & the fact that Starfield works exemplary on AMD GPU/CPU compared to Nvidia/Intel chipset). Will we perhaps see all of Microsoft’s future hardware products run on AMD processors?

Meanwhile, Nvidia is so far in the lead of its field and thus does not seem to need concentrated partnerships.

Qualcomm are somewhat being left in the shadow..(?)

And lastly Intel is completely left in the shadows to rotten(??).

What are your thoughts?