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On Fri, 1 Nov, 4:02 PM UTC
3 Sources
[1]
NVIDIA is aiming for high-end segment with its first consumer CPU, expected in 2025
NVIDIA and MediaTek's upcoming Arm-based consumer-focused CPU is aiming for the high-end market according to new reports, expected in the second half of 2025. In a new report from DigiTimes, we're learning that NVIDIA's new AI PC processor will join the fray with Microsoft, Qualcomm, AMD, and Intel by laying the foundation for the Windows-on-Arm ecosystem. NVIDIA plans to join the AI PC processor game and use its gigantic ecosystem of partners to design, and deliver regular applications and games for its Arm-based processors. Not just that, but NVIDIA is also cooking up its new GeForce RTX 50 series "Blackwell" desktop graphics cards, and its new GeForce RTX 50 Laptop series "Blackwell" mobile GPUs, which will end up being featured inside of these new AI PCs with an NVIDIA + MediaTek CPU based on the Arm architecture. Arm-based AI PC processors are limited to Qualcomm and its new Snapdragon X platform, which for most users absolutely sucks, and so does Windows on Arm for that matter. But, it's getting better and better... and with more hardware players joining the fray -- NVIDIA and MediaTek in this case -- hopefully we see things continue to improve. NVIDIA has also previously said that RTX is the "Premium" AI PC platform, and that CPUs and SoCs launching with new NPUs (Neural Processing Units for AI workloads) are for "Basic" AI PCs. The company is right, as a decent discrete GeForce RTX GPU can blow away any NPU inside of any CPU now, and for years to come. The new silicon will support advanced technologies, and will be mass-produced on TSMC's new 3nm process node, and will compete against Apple's new M4 chip, and Qualcomm's Snapdragon X processors.
[2]
Nvidia's consumer AI PC processor could launch in September 2025
Rumor mill: Reports indicating that Nvidia plans to compete with Qualcomm, Intel, and AMD in the AI PC processor market have circulated for about 12 months. As Arm's spat with Qualcomm intensifies and the latter's Arm PC exclusivity license nears its end, other companies, including MediaTek and Nvidia, are expected to broaden the sector next year. DigiTimes reports that Nvidia's long-rumored AI PC chip will emerge in the third quarter of 2025. The company, which has become one of the most valuable on Earth due to surging demand for its AI graphics processors, is reportedly developing an Arm-based platform for consumer PCs. According to sources, the high-end platform will incorporate CPUs and GPUs. The report vaguely states that a consumer platform will debut in September 2025 and a commercial platform will follow in March 2026. This might refer to a platform for end users followed by a lineup of enterprise products or indicate a late 2025 unveiling with a formal launch the following year. When questioned about AI PCs in May, Nvidia CEO Jensen Huang hinted that onlookers should ask the company again in 2025. MediaTek is reportedly collaborating on a 3nm SoC with the GPU giant, and Dell might also be involved. Presumably, the processor would compete with Qualcomm's Snapdragon X Elite platform, which powers a lineup of Arm-based Windows laptops from various hardware manufacturers. Qualcomm developed Snapdragon X Elite with an exclusive license for Arm Windows processors, but Arm recently canceled licensing for all Snapdragon chips amid a rapidly escalating legal battle between the two companies. Furthermore, Arm previously said that more manufacturers, likely including Nvidia, are set to enter the Arm PC market. Selling a consumer PC SoC represents a shift for Team Green, but it isn't entirely new territory. The company currently offers Arm-based data center chips and previously released a line of mobile processors, one of which powers the Nintendo Switch. Aside from the range of vendors offering hardware, software remains one of the most important questions regarding Arm PCs. Apple has convinced the developers of many important applications to adapt to its shift to Arm with Apple Silicon to improve performance and energy efficiency, but it remains unclear if Windows can gain enough traction on the instruction set to do the same. Furthermore, consumer interest in AI PCs remains tepid. Customers aren't yet sold on AI applications, and some fear the emerging sector is heading for a crash resembling the dot-com bust.
[3]
NVIDIA's ARM-Focused PC Chip Expected To Debut Commercially By 2026 As Team Green Focuses On "Nailing" A Pivotal Release
NVIDIA's ARM-based "AI PC" chip is expected to debut in the market by September 2025, with commercial production pushing into 2026 as Team Green eyes new markets to monopolize. Well, rumors surrounding NVIDIA's self-developed PC chip have been circulating in the industry for quite some time now, and the anticipation of the SoC is pretty high, given that there is a need for innovation in modern-day PC chip markets, mainly since existing solutions haven't managed to attract massive consumer attention, so that is where NVIDIA would likely target. Now, according to a report from DigiTimes, NVIDIA's AI PC chip is well on track for market launch, as the firm is said to be looking towards a 2025-2026 launch window, with exclusive CPU and GPU platforms slated for debut. Previous industry rumors indicated that NVIDIA is reportedly teaming up with MediaTek for its PC ambition, with the latter firm having experience in chip designs through its mobile "Dimensity" platform. The report mentions that Team Green plans to introduce "standalone" ARM-focused CPU and GPU solutions, likely utilizing them for different business applications, such as consumer and client segments, but for now, NVIDIA's plans are uncertain. It is pretty evident that NVIDIA has been looking for an entry into the custom chip business for quite some time now, and given that the firm's "Tegra" solutions have worked out pretty well, it would be wrong to say that NVIDIA doesn't has the right experience. Tegra SoCs, along with its reputation from the AI business, would undoubtedly hype up a PC chip solution by the company, and given how modern-day CPU manufacturers are slacking with their products in the industry, NVIDIA has the optimal opportunity, and the timing couldn't go much better. In terms of rumored specifications, NVIDIA x MediaTek PC SoC is said to feature TSMC's 3nm process, and will be a breakthrough when it comes to performance, given that with Team Green's next-gen iGPU solutions onboard, along with MediaTek's expertise with chip designs, it is inevitable that we will witness a quality end-product, one that might compete head-to-head with the likes of Qualcomm's Snapdragon X Elite SoCs, or even next-gen solutions from AMD and Intel. Now that we are clear about a potential launch date, likely H2 2025, it will be interesting to see what sort of impact NVIDIA's chip will have on the existing competition or whether it would be able to gain consumer attention. Most likely, the launch will be disruptive, to say the least.
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NVIDIA, in collaboration with MediaTek, is set to launch its first consumer-focused AI PC processor in late 2025, aiming to revolutionize the high-end market with ARM-based technology.
NVIDIA, the tech giant known for its dominance in the GPU market, is making a bold move into the consumer CPU space. In collaboration with MediaTek, NVIDIA is developing an ARM-based AI PC processor aimed at the high-end segment, with an expected launch in the second half of 2025 12.
The upcoming processor is not just another entry into the CPU market; it's a strategic play for the premium AI PC segment. NVIDIA plans to leverage its vast ecosystem of partners to design and deliver applications and games optimized for its ARM-based processors 1. This move positions NVIDIA to compete directly with established players like Qualcomm, Intel, and AMD in the emerging AI PC market 2.
While detailed specifications are yet to be revealed, reports suggest that NVIDIA's AI PC chip will be manufactured using TSMC's advanced 3nm process node 13. This cutting-edge manufacturing process could give NVIDIA a significant advantage in terms of performance and energy efficiency.
NVIDIA's entry is expected to bolster the Windows-on-ARM ecosystem, which has struggled to gain traction despite efforts from companies like Qualcomm 1. By bringing its expertise in AI and graphics processing to the table, NVIDIA could potentially address some of the performance and compatibility issues that have hindered widespread adoption of ARM-based Windows PCs.
The new processor will face stiff competition from established players:
NVIDIA's CEO, Jensen Huang, has previously stated that RTX is the "Premium" AI PC platform, suggesting that their discrete GPUs will continue to play a crucial role in high-performance AI computing 1.
According to industry sources, NVIDIA plans a two-phase launch:
This timeline allows NVIDIA to fine-tune its offering and potentially capitalize on any shortcomings of competitors' products.
While NVIDIA's entry into this market is highly anticipated, several challenges remain:
Despite these challenges, NVIDIA's track record in innovation and its strong position in the AI market make its foray into consumer AI PC processors a development worth watching closely.
Reference
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