Nvidia may soon play a pivotal role in your next gaming computer, not just via its graphics cards but also by incorporating its processors. The company is reportedly developing an Arm-based platform specifically for PCs, featuring a CPU and GPU designed by Nvidia, with aims to launch in September 2025, as reported by DigiTimes.
The report indicates that Nvidia intends to introduce a high-end computing framework based on Arm architecture in September, with a full commercial rollout expected by March 2026. While this marks the first known timeline for Nvidia’s Arm-based chips, discussions surrounding this initiative are not new. About a year ago, Reuters disclosed that Nvidia was exploring Arm-based CPUs as part of Microsoft’s initiative to assist chip manufacturers in developing Arm processors for Windows PCs.
As we move into 2024, the prior discussions come into clearer focus, especially with Microsoft promoting its Arm-based Copilot+ laptops. However, Nvidia appears to be aiming for a more advanced market, targeting premium users who are interested in high-performance gaming systems. If this information holds true, it offers new insights into Nvidia’s previous unsuccessful bid to acquire Arm.
There’s compelling evidence backing the validity of this report. Earlier this year, Nvidia’s CEO, Jensen Huang, hinted at the company’s work on a consumer-oriented Arm-based processor during a conversation with Dell’s CEO, Michael Dell. In terms of enterprise solutions, Nvidia has already established a significant track record in designing Arm-based CPUs. For instance, the Grace CPU is an integral component of its Grace Hopper platform, a cornerstone in many data centers.
The timing of this initiative is also noteworthy. Currently, Qualcomm has an exclusivity agreement with Microsoft for producing Arm-based chips for Windows PCs. Given the ongoing licensing disputes between Arm and Qualcomm, Arm is likely eager to engage additional brands to manufacture chips for consumers based on its designs. Arm has stated that it anticipates this exclusivity to conclude this year, potentially allowing companies like AMD, Nvidia, and Intel to begin producing Arm-based chips by 2025.
Nvidia has been contemplating the development of Arm-based CPUs for Windows PCs for several years, but it may finally be coming to fruition. The company’s substantial success in the data center sector has rapidly transformed it into one of the world’s wealthiest corporations, thanks to its advancements in AI accelerators. Now, it seems Nvidia is setting its sights on the consumer market.
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