But for Windows Arm to get traction Microsoft has to get serious about it. Broker a settlement between Qualcomm and Arm regarding Nuvia and commission a custom chip with a hardware-assisted Rosetta-like feature that makes Windows users indifferent as to whether they have an Arm or x86-64 chip inside.
This has a bucket load of assumptions built into it that largely boil down to "Microsoft has to do exactly what Apple did". The huge problem with that is that Microsoft isn't Apple. Apple silicon has one , and only one customer. Microsoft deals with dozens of system vendors. Microsoft is in the provide systems covering everything to everybody business and Apple is not.
A proprietary chip that is forked off of Arm really isn't a long term viable path. Windows needs to run a standard Arm instruction set chips from multiple vendors so that an even higher multiple systems vendors can make an order of magnitude broader variety of products than Apple makes. The 'fan out' is in a completely different direction.
Arm itself is stepping up the performance of X-series cores. [ RISC-V is eating away at the embedded market. The sever and PC market with higher price points is where they pretty much have to go. ]
Microsoft don't need Qualcomm specifically. If Arm , MediaTek , Nvidia roll out a solution over next 2-3 years that would work just fine over the long term. The root cause problem issue is not trying to simply reuse mainstream , affordability cost optimized smartphone chips for the solution.
The Rosetta-like isn't an issue. Microsoft has layered virtualization issues to cover that Apple punted on. The path their emulator is on is for mixed binary apps. Which Rosetta doesn't do at all. Windows has a different set of customers ( for better or worse). Substantial number of those customers have a problem with being told to throw there 32 bit apps out the window. Or that all your plug-ins are toast.
Likewise Rosetta ignores modern AVX. There is no way Windows can follow that path either.
Microsoft Windows is not going to radically dump x86-64 Windows as fast a possible. Microsoft can't dictate that to the entire ecosystem of system vendors. Windows 11 finally killed off the 32-bit kernel. Several years after Apple, but not really seriousness issue , but one of timing coordination with user base and system vendors. How many years did it take to dump BIOS boot... (oops it is still there. )
Officially sanctioning Windows Arm on Apple Silicon Macs was a nice first step,
First step? Windows was on Arm before Apple shipped anything. One of the issues that Microsoft had is that they were super duper serious about 32-bit app emultation on Arm when Apple did nothing ( and fundamentally punted the issue in their software stack). It is't 'seriousness' . It has been different focus areas.
Microsoft has been trying to shoehorn Windows into Windows Phone and Windows RT for much longer than Apple has been trying to move the macOS over. Those were serious attempts. Didn't work exteremely well , but MS was serious.
Windows on Arm in a VM on Apple Silicon is a minor side show that isn't strategic for either company. Windows on Arm was going to run in a VM anyway; even if Apple didn't move. Microsoft has been tapped into server Arm chips for more than several years. There have been lots of hiccups along that evolutionary path, but Microsoft has been following along the whole way. The notion that it never crossed their minds to run Windows in a VM on those server chips until Apple publicly disclosed Apple Silicon is comical.
but there aren’t enough Mac users total, much less Mac users running Windows, for that to be more than a minor bump for Windows Arm.
Was an even more minor but for Windows x86. What significantly matters for Windows is being sold bundled with the hardware. these loosey-goosey image sales are the minor bump regardless of processor instruction set implementation.