Nvidia’s new chip to power fresh line of Windows laptops by Dell, HP

Nvidia has emerged as the world’s most valuable company by dominating the market for AI chips in the data center. Now the company is expanding its prowess to chips that will serve as the main processor for personal computers, entering an arena that’s long been ruled by Intel, Advanced Micro Devices, Qualcomm and Apple.

During a keynote address at Taiwan’s Computex conference on Monday, Nvidia CEO Jensen Huang unveiled a new N1X processor made alongside Microsoft. It will be incorporated into a new RTX Spark superchip, debuting in the fall on a fresh line of Windows PCs from Microsoft, Dell, HP, ASUS, Lenovo and MSI.

“Microsoft and Nvidia are going to reinvent the PC,” Huang said. “This is the first completely re-engineered, reinvented line of PCs that has happened in 40 years.”

Nvidia’s initial plan includes more than 30 laptops and 10 desktops with the new chip, a Nvidia spokesperson said.

“This reinvention of the computer is as big of a deal as the reinvention of the phone into what we now know as the smartphone,” Huang said, pointing to the fact agentic AI will run across all the new computers.

The debut PC processor is made up of two flagship types of Nvidia chips fused together, plus 128 gigabytes of unified memory. It pairs one of Nvidia’s Blackwell graphics processing units with the new Arm-based custom N1X central processing unit, custom designed by Taiwanese firm MediaTek.

The RTX Spark represents a potentially major shakeup for the PC industry, which is already experiencing significant shifts driven by the AI boom. Arm-based processors like Nvidia’s are gaining ground over the traditional x86 processors championed by Intel and AMD, while the overall market for CPUs is exploding into what Huang says will be a $200 billion industry.

Nvidia told CNBC in February that CPUs were “becoming the bottleneck” amid surging agentic AI workflows. The next month, Nvidia unveiled an entire rack filled with its Vera CPUs for data centers. While training large models requires mass amounts of parallel math — excellent work for a GPU — accessing that data and pushing it out to multiple agents requires more general compute offered by a CPU.

Nvidia’s new PC processor will be made using Taiwan Semiconductor Manufacturing Company‘s 3-nanometer technology, currently only available in Taiwan.

Anticipation around Nvidia’s Arm-based PC chip has been building for years. Reuters reported that the company was working on the PC chip in 2023, as part of a push by Microsoft to get companies to make Arm-based processors for its computers. A Nvidia spokesperson said it’s been working on the chip with Microsoft for “many, many years,” adding that it will be “far, far more capable, higher performance, more efficiency” than traditional x86 processors.

Intel is the original pioneer of the x86 instruction set, debuting it in the 1970s. Intel unveiled its new Xeon 6+ data center CPUs at Computex in Taiwan on Monday.

Of late, a flurry of companies have been switching to Arm’s…