From Windows RT to RTX Spark: Has Agentic AI Changed the Conditions for Windows on Arm to Succeed?

2026-06-11T10:59:16+08:00June 10th, 2026|Categories: Featured Notes, Global Business Dynamics, Strategic Tech and Market Signals|Tags: , , , , , , , , , , |

Executive Summary Windows on Arm has drawn attention several times, yet it has struggled to achieve a meaningful breakthrough. The challenge is not limited to processor performance. It also reflects decades of accumulated compatibility requirements across Windows software, drivers, and enterprise systems. The Chromebook experience further shows that a lighter compatibility burden does not automatically turn Arm’s power-efficiency advantage into market share. Consumers and businesses do not buy an architecture alone. They evaluate the full

CPU as an AI Pillar, Is Arm Approaching a Structural Inflection?

2026-03-28T20:28:34+08:00February 27th, 2026|Categories: Featured Notes, Global Business Dynamics, Strategic Tech and Market Signals|Tags: , , , , , , , , |

Note (March 2026): I wrote this piece before Arm officially unveiled its own data center CPU. That does not make the original argument irrelevant, but it does change the context in an important way. I am keeping the article largely as it is because the framework still helps explain what to watch. What has changed is that some of the questions discussed here are no longer purely hypothetical. They can now be read

Reshaping the AI Chess Game: Why NVIDIA Is Betting on Intel and Teaming Up with OpenAI

2025-09-23T16:03:19+08:00September 23rd, 2025|Categories: Featured Notes, Global Business Dynamics, Strategic Tech and Market Signals|Tags: , , , , , , , , , , , , , , , , , , , , |

Executive Summary NVIDIA recently announced two major moves: investing in Intel to co-develop custom x86 CPUs with NVLink, and partnering with OpenAI to build AI infrastructure at the scale of a million GPUs. These actions may seem independent, but they reveal the same trend: the bottleneck in AI is shifting from the number of GPUs to the efficiency of CPU–GPU integration. In this transition, NVIDIA is reinforcing cross-platform standards through NVLink, Intel is focusing on

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