For two years now, Nvidia has been raking in crazy amounts of money thanks to its chips intended for generative AI. The Californian company is now eyeing a very promising market: PC chips. Enough to make giants such as Intel and AMD tremble.
A launch from 2025?
We first mentioned an association with MediaTek to launch a common PC AI platform next year. According to Digitimesthis idea is not abandoned, but it is accompanied by another initiative. In fact, the firm is working on an independent project based on ARM for the consumer and commercial market which would also see the light of day in 2025.
According to our colleagues, the company is so well placed in the AI market and its design capabilities are so advanced that it could quickly take over the ARM-based Windows ecosystem.
The specialized media does not beat around the bush:
The sources say Nvidia’s strengths in AI and advanced PC platform design, honed with its Tegra and Grace processors, position it for a major entry into the market.
He adds: “Nvidia’s influence and supply strength in AI servers, combined with overlapping PC and server supply chains, could increase its chances of success against x86, which could allow it to to gain support from laptop brands ».
The PC chip market comes alive
The competition does not remain inert on this issue. We recently spoke to you about the approach of Intel and AMD, who created an advisory committee on the x86 ecosystem. Seeing the names of the companies involved in this project, we quickly understand that it is serious: Microsoft, Google, Meta, Dell, Lenovo, Oracle, and even HP.
Nvidia also has every interest in not resting too much on its laurels. Indeed, its customers are increasingly trying to develop their own chips to secure their supply chains. Thus, to cite just one major example, OpenAI would work on its own chip internally, relying on the Taiwanese manufacturer TSMC. Production would be scheduled for 2026. More information in our dedicated article here.
What to remember:
- Nvidia working on PC chips in collaboration with MediaTek
- Another independent project should see the light of day next year
- The Californian company has very serious assets to meet its bet
