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A Macbook Air. Photo: Timothy A. Clary/AFP/Getty Images

Apple is widely expected to move its Mac line to custom ARM-based chips in the coming years.

What we're hearing: Although the company has yet to say so publicly, developers and Intel officials have privately told Axios they expect such a move as soon as next year.

  • Bloomberg offered a bit more specificity on things in a report on Wednesday, saying that the first ARM-based Macs could come in 2020, with plans to offer developers a way to write a single app that can run across iPhones, iPads and Macs by 2021.
  • The first hints of the effort came last year when Apple offered a sneak peek at its plan to make it easier for developers to bring iPad apps to the Mac.

Why it matters: The move could give developers a way to reach a bigger market with a single app, although the transition could be bumpy. For Intel, of course, it would mean the loss of a significant customer, albeit probably not a huge hit to its bottom line.

Our thought bubble:

  • If anything, the Bloomberg timeline suggests that Intel might actually have more Mac business in 2020 than some had been expecting.
  • The key question is not the timeline but just how smoothly Apple is able to make the shift. For developers, it will likely mean an awkward period of time supporting new and classic Macs as well as new and old-style Mac apps.

History lesson: Apple has already made several big shifts in the 25-year history of the Mac, moving from Motorola chips to PowerPC processors and then to Intel. It's also moved from the classic Macintosh operating system to the Unix-based Mac OS X.

Go deeper

Pelosi announces bid for re-election ahead of 2022 midterms

House Speaker Nancy Pelosi (D-Calif.) announced her bid for re-election Tuesday, amid a deluge of other safe-seat Democrats announcing their retirements.

Why it matters: Pelosi’s announcement follows months of speculation — despite her denials — that she was preparing to leave Congress.

Scoop: Qatar emir to visit White House on Monday

The emir of Qatar, Tamim bin Hamad Al Thani, leaves the White House after meeting President Trump in 2019. Photo: Nicholas Kamm/AFP via Getty Images

The emir of Qatar will meet with President Biden at the White House on Monday to discuss Afghanistan as well as contingency plans to provide natural gas to Europe in the event of a Russian invasion of Ukraine, Axios has learned.

Why it matters: Europe's reliance on Russia for 40% of its natural gas is undermining Biden's attempts to coordinate "massive" sanctions to be imposed from both sides of the Atlantic if Russia invades. The White House wants Qatar to help ensure European countries can enforce tough sanctions without risking an energy crisis.

Biden: There won't be "American forces moving into Ukraine"

President Joe Biden told reporters Tuesday that he does not foresee U.S. troops moving into Ukraine.

Why it matters: Biden's comments come as tensions between Russia and Ukraine persist, and a Russian invasion of Ukraine appears increasingly likely.