Which basically means Android devices, in what concerns mainstream consumers, given the state of the PC market.
If on the other hand we look at embedded market, it is also not something where NVidia has any kind of strong market presence, with the exception of them trying to be in a good position on autonomous driving market.
This isn't about mainstream consumers either. This is about a technological development where the balance between performance and energy consumption is attacked from both ends, where one vendor has the performance and the other vendor has the energy consumption but neither have both (yet).
Yes they are. But it's not about that either. You are conflating end-user products with two companies developing to the same central point from opposing start positions. That is what this is about.
Qualcomm hasn't been able to manufacture desktop-class ARM devices yet (see SQ1 and X13 ARM edition), and the GPU IP doesn't really hold a candle to what else is out there either. They are however using significantly less power than say, x86 SoCs and GPUs from AMD, Intel or Nvidia.
Nvidia on the other hand has plenty of IP for GPUs and AI workloads that is proven to have high performance, even on the Tegra scale of things. The Jetson product line as an example does still outperform whatever Qualcomm has come up so far. But they are consuming more power and don't even come close to the same thermal envelope.
So Nvidia needs to reduce their energy needs, while Qualcomm needs to create actually performant devices for real-time AI workloads. That's why.
