Nvidia could enter the AI PC market in 2025 with its own Arm-based CPU

Daniel Sims

Daniel Sims

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Rumor mill: Reports indicating that Nvidia plans to compete with Intel, Qualcomm, and AMD in the AI PC processor market have circulated for about a year. 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.

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Nvidia could enter the AI PC market in 2025 with its own Arm-based CPU

 
Nvidia never wanted in on x86. I could see them making great APUs with RISC-V + RTX Graphics eventually. Windows 11 is ready for ARM and probably RISC support will follow very soon.
 
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I do hope amd and intel will work on risc systems as well. and maybe it is time to move the foundries to eu/us as well.
nvidia is known for their anti closed solutions and tech, where both intel and amd actually are better for consumers. ARM recently as well got bit crazy on the licenses. With this all weird little issues risc-v seems most sane solution...
 
X86 reminds us of Intel. And they're not doing so well. An ARM CPU designed by Nvidia would probably be the best CPU in its class, even bettering Qualcomm's CPUs. And it's interesting that Nvidia is choosing to create ARM CPUs as Arm is suing Qualcomm. Arm's current CEO is a former Nvidia executive who has maintained a close relationship with Jensen Huang. Nvidia actually tried to buy ARM back in 2020/2021 but got denied. They must have a monster deal in the works with ARM if ARM is suing Qualcomm.

Plot twist: one of the biggest critics of the Nvidia/ARM takeover was...Qualcomm.

Or maybe it's all coincidence?
 
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dangh said:
I do hope amd and intel will work on risc systems as well. and maybe it is time to move the foundries to eu/us as well.
nvidia is known for their anti closed solutions and tech, where both intel and amd actually are better for consumers. ARM recently as well got bit crazy on the licenses. With this all weird little issues risc-v seems most sane solution...
Click to expand...

Intel recently stated they have no interest in ARM because their x86 architecture is better on performance and efficiency with Lunar Lake. Gelsinger is in denial about ARM. AMD is DEFINITELY working on an ARM chip called soundwave for 2026. It might even be a hybrid chip and Lisa Su is apparently throwing a lot of money at the project. It's funny though the lame street media still refuse to highlight this fact despite it being known since the start of the year
 
It would be interesting to see if they can do better with CPUs than Intel with GPUs.
If they do well, they might actually finish AMD.
 
toooooot said:
It would be interesting to see if they can do better with CPUs than Intel with GPUs.
If they do well, they might actually finish AMD.
Click to expand...
There's plenty of room for 2 players in this field. Nobody wants Nvidia to have a monopoly.
 
Since all you are doing is building a CPU+NPU+Memory controller to portal data on die, a custom ARM cpu males 10000% sense, like apple did, build a cpu specifically to benefit your OS and task. honestly im surpsied this did not happen sooner since both apple and NV have years of experience building arm ISA cores, in fact wtf has google not built a hyper arm cluster dedicated to AI inference shuttling ? wierd
 
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