I do wonder if we will see these chips available for purchase to install in standard form factor ATX style systems? This is something I haven’t seen Arm crack into yet.
I think the market that NVIDIA should be chasing with the ARM CPUs + good GPUs is business machines. Our company is filled with very poor performing Window Surface devices - outside of those who insist on Macs this is what people get. Companies are spending a lot on these. And they desperately need better performance while also being cool with long battery life.
My guess is that Nvidia will have a line of mobile cores/chipsets for integrators that want them, while also offering PCI-enabled boards for gamers and enthusiasts. Even Apple can't outrun the demand for a PCI-enabled machine, and they don't even support eGPUs. Nvidia's incentive to abandon ATX (or at least modularity) is even slimmer.