NVIDIA, now the world’s most valuable company, has built its dominance on artificial intelligence chips for data centres and is now moving into a new frontier: processors for personal computers.
The shift puts it in direct competition with long-established PC chipmakers such as Intel, AMD, Qualcomm, and Apple.
At Taiwan’s Computex conference on Monday, NVIDIA CEO Jensen Huang unveiled a new N1X processor developed in collaboration with Microsoft.
The chip will power a new RTX Spark superchip and is expected to debut in the fall on a fresh lineup of Windows-based PCs from major manufacturers including Dell, HP, ASUS, Lenovo, and MSI.
“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.
“Microsoft and Nvidia are going to reinvent the PC,” he added. “This is the first completely re-engineered, reinvented line of PCs that has happened in 40 years.”
NVIDIA’s initial rollout plan includes launching more than 30 laptop models and over 10 desktop systems powered by the new chip over time, according to a company spokesperson.
The debut PC processor is built by combining two of NVIDIA’s flagship chips into a single design and is paired with 128GB of unified memory, creating a high-performance computing platform aimed at next-generation Windows PCs.
It combines one of NVIDIA’s Blackwell graphics processing units with a new Arm-based custom N1X central processing unit, co-developed with Taiwanese firm MediaTek.
The RTX Spark marks a potentially major disruption in the PC industry, which is already being reshaped by the rapid rise of artificial intelligence. Arm-based chips such as NVIDIA’s are increasingly challenging traditional x86 processors long dominated by Intel and AMD. At the same time, the broader CPU market is expanding quickly into what NVIDIA CEO Jensen Huang estimates will become a $200 billion industry.
