Nvidia enters the PC processor market with Arm architecture
Nvidia unveiled its new N1X processor at the Computex trade show, developed in collaboration with Microsoft, to power a new generation of AI-centric Windows computers. The chip will be integrated into the RTX Spark superchip, expected this autumn in models marketed by Microsoft, Dell, HP, ASUS, Lenovo and MSI. Jensen Huang believes this development represents a transformation comparable to the emergence of the smartphone and marks the beginning of a profound overhaul of personal computing centered around AI.
The RTX Spark combines a Blackwell GPU and the Arm-based N1X central processor, designed with MediaTek and featuring 128 gigabytes of unified memory. Nvidia anticipates the launch of over 30 laptops and a dozen desktop PCs based on this platform. The group is primarily targeting content creators, AI developers, and gamers, with high-end machines focusing on performance and energy efficiency against the x86 architectures dominated by Intel and AMD.
Alongside this, Nvidia announced the start of large-scale production for the Vera processor destined for data centers. Utilized notably by OpenAI, Anthropic, xAI, Oracle, and CoreWeave, it reportedly allows for AI token generation 1.8 times faster than current x86 processors. With this simultaneous offensive in PCs and servers, Nvidia seeks to extend its influence well beyond the graphics accelerators that have driven its success in artificial intelligence.
NVIDIA Corporation is the world leader in the design, development, and marketing of programmable graphics processors. The group also develops associated software. Net sales break down by family of products as follows:
- computing and networking solutions (89%): data center platforms and infrastructure, Ethernet interconnect solutions, high-performance computing solutions, platforms and solutions for autonomous and intelligent vehicles, solutions for enterprise artificial intelligence infrastructure, crypto-currency mining processors, embedded computer boards for robotics, teaching, learning and artificial intelligence development, etc.;
- graphics processors (11%): for PCs, game consoles, video game streaming platforms, workstations, etc. (GeForce, NVIDIA RTX, Quadro brands, etc.). The group also offers laptops, desktops, gaming computers, computer peripherals (monitors, mice, joysticks, remote controls, etc.), software for visual and virtual computing, platforms for automotive infotainment systems and cloud collaboration platforms.
Net sales break down by industry between data storage (88.3%), gaming (8.7%), professional visualization (1.4%), automotive (1.3%) and other (0.3%).
Net sales are distributed geographically as follows: the United States (46.9%), Singapore (18.2%), Taiwan (15.8%), China and Hong Kong (13.1%) and other (6%).
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