Nvidia and Microsoft unveil first Windows PCs with Nvidia chips, marking major PC market shift

Scoop: First Windows PCs powered by Nvidia chips to debut next week

Why it matters: Microsoft's first AI PC push stumbled, but Nvidia's arrival gives it a second chance, this time with the world's hottest chipmaker attached. Driving the news: Nvidia and Microsoft will unveil their joint work and the first computers running the chips at two key industry conferences -- the Computex trade show in Taiwan and Microsoft's Build developer conference in San Francisco. * Nvidia-powered PCs are expected both from Microsoft's homegrown Surface brand as well as other computer makers, including Dell, sources confirmed. * Microsoft is also expected to debut software that makes it easier for people to have AI agents do work locally on their Windows computer. * A Microsoft representative declined to comment. Dell declined to comment. Nvidia did not immediately respond to a request for comment. Catch-up quick: Nvidia, which got its start making PC graphics chips, has been working on entering the PC processor business for years now, though only recently has it become clear that the debut was imminent. * "A new era of PC," Nvidia teased in a Friday post on X, pointing to coordinates that match a location in Taiwan. * Meanwhile. Windows head Pavan Davuluri engaged in his own vagueposting. "Something new is coming for developers," he said on X. "And no, it's not a new OS version. See you at Build next week!" The big picture: The move comes as Microsoft is trying to reposition Windows to take advantage of the massive momentum behind AI. * Microsoft's first effort at an AI PC, the Copilot+ PC, was marred by a series of setbacks, including a lengthy delay and security concerns over its signature feature, Recall. * However, the move toward agents that can automatically perform tasks on local PCs has provided what it sees as a fresh opening. * The company has been embracing OpenClaw since earlier this year, creating a new team led by veteran coder Omar Shahine. The company also has OpenClaw founder Peter Steinberger (now employed by OpenAI) scheduled to host a breakout session at Build. Between the lines: While most AI work has been done in the cloud, Microsoft's push to have things run locally could find newly receptive ears. * Businesses are starting to struggle with massive computing costs that have accompanied the shift from unlimited-use chatbots to agents, which can rack up giant bills as they do their autonomous work. What they're saying: Nvidia's entry in the PC market could help not only it and Microsoft, but also rival Qualcomm, which uses a similar type of chip as Nvidia rather than the traditional PC chip architecture used by Intel and AMD.

Nvidia to unveil first Windows PCs powered by its chips next week - Axios By Investing.com

Investing.com-- Nvidia (NASDAQ:NVDA) is expected to unveil its first Windows personal computers powered by its own processors next week, in a major push by the AI chip leader into the PC market and giving Microsoft (NASDAQ:MSFT) a fresh opportunity to revive its AI-focused computer strategy, Axios reported on Friday. According to the report, Nvidia and Microsoft will showcase the new systems at the Computex trade show in Taiwan and Microsoft's Build developer conference in San Francisco. Get real-time updates on market-moving news with InvestingPro The devices are expected to include models from Microsoft's Surface lineup as well as systems from PC maker Dell (NYSE:DELL), Axios reported, citing sources familiar with the plans. The launch would represent Nvidia's most significant move yet beyond its dominant position in AI data-center chips and into mainstream computing. Axios reported that Microsoft is also expected to introduce software designed to let AI agents perform tasks locally on Windows computers, reducing reliance on cloud computing. The effort comes after Microsoft's Copilot+ PC initiative faced delays and criticism over security concerns surrounding its Recall feature, according to the report. Nvidia's entry could intensify competition in the PC processor market, currently dominated by Intel (NASDAQ:INTC), AMD (NASDAQ:AMD), and Qualcomm (NASDAQ:QCOM).