NVIDIA, the renowned graphics card and AI accelerator giant, is reportedly venturing into the Arm-based AI PC processor market, targeting the Windows on Arm (WoA) ecosystem. This move could potentially disrupt the current landscape dominated by Qualcomm’s Snapdragon X Series processors.
The company’s CEO, Jensen Huang, and Dell’s CEO, Michael Dell, have hinted at the development of this new processor, expected to arrive in 2025. Industry speculations suggest that NVIDIA might employ Arm Cortex X5 “Blackhawk” cores, leveraging the most advanced 3nm fabrication node (TSMC N3P) available at the time.
NVIDIA’s expertise in AI and graphics could lead to a powerful combination in this new processor. The integration of an iGPU based on the “Blackwell” graphics architecture, supporting DirectX 12 Ultimate and Vulkan, is a strong possibility. This iGPU, equipped with tensor cores, could also serve as an AI processor for enhanced AI processing capabilities.
Microsoft’s Copilot+ standard for NPU performance (45 TOPS minimum on-device) is likely to be met by NVIDIA’s offering, given their dominance in AI computing at the cloud level. Additionally, LPDDR6 memory, expected to become the standard for mobile applications in 2025, is also anticipated to be incorporated into NVIDIA’s AI PC processor.
NVIDIA’s entry into the Arm-based AI PC processor space could intensify competition with Qualcomm’s Snapdragon and Apple’s M series, potentially leading to more innovative and powerful options for consumers. The industry eagerly awaits the official unveiling of NVIDIA’s new processor and its impact on the market.
