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Nvidia, Microsoft preparing AI PCs, source says

Nvidia and Microsoft are expected next week to debut the first Windows PCs that use Nvidia chips as the main processor at Computex in Taipei and Microsoft Build in San Francisco, according to sources.

The lineup is expected to include Microsoft Surface devices, systems from Dell, a US-based computer maker, and other PC companies.

Microsoft is also expected to show Windows software that would let AI agents carry out tasks locally on PCs.

Nvidia was reportedly developing Arm-based central processing units (CPUs) for Windows in 2023.

The expected debut would follow a period in which Qualcomm was the only supplier of Arm-based CPUs for Windows laptops under its arrangement with Microsoft, which Arm chief executive Rene Haas said was set to expire in 2024.

Microsoft said many Copilot+ PC features require a neural processing unit (NPU) capable of 40+ TOPS.

ABI Research estimated AI PCs could account for 60% of total PC shipments in 2025, though Arm-based machines may remain a minority of the market.

🔗 Source: Axios

Recent Nvidia developments

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