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.<p>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.<p>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?<p>Meanwhile, Nvidia is so far in the lead of its field and thus does not seem to need concentrated partnerships.<p>Qualcomm are somewhat being left in the shadow..(?)<p>And lastly Intel is completely left in the shadows to rotten(??).<p>What are your thoughts?