Tuesday, 02 January 2024 12:17 GMT

Nvidia Storms PC Market with New Arm-Based Chip


(MENAFN) Nvidia is making its most ambitious move into personal computing yet, unveiling an Arm-based processor set to power a new generation of laptops and desktops — and directly threatening the dominance of Intel, AMD, Qualcomm, and Apple in the process.

Nvidia CEO Jensen Huang took the stage at Taiwan's Computex conference Monday to reveal the N1X processor, co-developed with Microsoft and built into the RTX Spark superchip. The chip is slated to arrive in stores this fall, embedded in a new wave of Windows PCs from Microsoft, Dell, HP, ASUS, Lenovo, and MSI.

Huang framed the announcement in sweeping historical terms.

"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," he said, pointing to the transformative role of agentic artificial intelligence in next-generation computing.

He went further, declaring: "Microsoft and Nvidia are going to reinvent the PC. This is the first completely re-engineered, reinvented line of PCs that has happened in 40 years."

The RTX Spark superchip fuses Nvidia's Blackwell graphics processing unit with a new Arm-based central processing unit engineered by Taiwan's MediaTek, and will ship with 128 gigabytes of unified memory. Production will leverage Taiwan Semiconductor Manufacturing Company's cutting-edge 3-nanometer process — among the most advanced fabrication technology currently available.

The first RTX Spark-powered laptops are expected to measure as little as 14 millimeters thin, initially targeting creators, AI developers, and gamers drawn to slim, high-performance machines. Nvidia plans to scale the RTX Spark lineup to more than 30 laptops and 10 desktop systems over time, with broader price points and additional performance data expected ahead of the formal launch.

The announcement lands as Arm-based architecture accelerates its push into a PC market long controlled by Intel and AMD's x86 chips. Apple has already completed its full transition to Arm across its Mac lineup, while Qualcomm has been steadily advancing its own Arm-based Windows solutions — making Nvidia's entry a crowded but high-stakes battleground.

Separately, Huang confirmed that Nvidia's Vera CPU — designed specifically for data center AI workloads — has entered full production and will be available this fall.

"This is going to be our new major growth driver," Huang said. "These CPUs are going to be both performant, but they also have to be extremely energy efficient, so that we can cram as much CPU as we can into the factory without taking away power from the token generation."

The Vera CPU targets the surging demand for compute capacity driven by large AI models and agentic AI systems. Early confirmed customers include Anthropic, OpenAI, SpaceX's xAI, Dell, Oracle, and CoreWeave.

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