Comparison of INTC and AMD in the AI PC wave: NVIDIA, together with Microsoft, MediaTek, Acer, Dell, Lenovo, and other OEMs, is pushing Windows Arm PCs (RTX Spark), directly challenging Intel's three key moats—x86 ecosystem, CPU performance, and OEM channels. If the Prism compatibility layer for Windows on Arm continues to mature, Intel's x86 dominance will unravel even faster, making it the biggest loser in this wave. AMD, on the other hand, faces relatively limited impact due to its strong GPU and APU foundation—Strix Halo / Ryzen AI Max follows the 'CPU + GPU + large memory pool' approach. The Ryzen AI Max+ 395, with its 16-core Zen 5, TSMC 4nm process, and 128GB unified memory (up to 112GB allocatable to the GPU), builds local generative AI capabilities, giving AMD some counterattack potential. However, its core weakness lies in the GPU software ecosystem and the gap with CUDA, which is unlikely to be bridged in the short term.