If Microsoft and Nvidia come together, which they already have, then it can dilute the dominance of both x86 based Intel and AMD, because after all, Intel was the one, and later AMD, held dominant positions in the PC & Laptop Chip business. The question is, would the Deepest State let these two companies get sacrificed? And why I’m asking this question? Read it thoughtfully:
Nvidia’s top Executive just recently, after the Launch of their powerful chip for PC, has been accused of the Espionage Charges. And now, they’re questioning Mr. Jensen too. And no one is sure for how long the Intel and AMD can hold their Wall Street throttle! Wherein you already have ARM based Qualcomm’s Snapdragon, and, A18/A19/M (1,2,3,4,5) Chips from the Apple replacing Intel and AMD. The only hope Intel has, are The Data Centers. But what if they also get replaced with the above due to AI slump? Some are writing that Nvidia wants the Seat in the PC & Laptop Market table. But the introduction of RTX Spark N1X processor has already sent a ripple effect in the PC and Laptop Markets.
Thus herein, what the conspiracy theory suggests, which even I cannot ignore. Look, US is a nation that won’t wait even for 1 Second if it senses any loss, especially via espionage. A dollar to a 100 cents deal, is a philosophy. And if it waits, then something else going on behind the scenes.
Thus, why the espionage theory originated post declaring the deadline of shipping of the RTX Spark N1X PCs and Laptops? Indeed, there could be something simmering behind, or maybe not! No idea! It is just an assumption! Because look at this scenario. This has been done in collaboration with MediaTek, a Taiwanese Company, wherein OS would be used of Microsoft’s Windows OS. Now, earlier, Mr. Trump had issued a pledge to shift the overall base of TSMC to US. Is that possible? Well that’s a different question, because as per my knowledge, designing a chip is a bit easier than manufacturing it (correct me if I’m wrong). And in all this comes China. If there’s no Intel, AMD, and later Qualcomm, or being replaced with an equivalent powerful chip of Nvidia and others, then, it may bring end of at least two out of three companies i.e. Intel and AMD. And they were the first amongst many as Defense Contractors of Silicon Valley, thus, would the Deepest State let it happen and that’s why the espionage scenario?
Further, the timing is also a bit baffling. Plus, in case the US-Iran war disrupts the Undersea Internet Cables in the International Waters, which would happen; then, the Shares of not only of the AI companies, but also of the Search Engines Giants and Cloud Computing providers would take a huge slump. Yes, then you would say, Oh! we have Starlink. But can you replace Undersea Internal Cable Speed with the Speed provided by Satellites? No! Which in case would also eventually become the target, despite having the Space Weapons to defend them.
Scooby Dooby Doo! :)
© Pranav Chaturvedi 2026