Nvidia Challenges Laptop Chip Market for First Time in 11 Years
Summary
- Nvidia, Microsoft, and Arm said they plan to unveil an AI PC, declaring that “a new era of PCs” is coming.
- The move reflects Nvidia’s push to expand beyond data-center GPUs into consumer products.
- Nvidia is challenging the laptop chip market for the first time in 11 years with an SoC that combines CPU, GPU, and NPU.
Forecast Trend Report by Period
Dedicated chip to be used in MS Surface and other laptops
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Nvidia and Microsoft will unveil a new artificial intelligence PC at Computex, the IT trade show opening in Taiwan on June 1. Related announcements are also scheduled for Microsoft’s Build developer conference, which opens in San Francisco on June 2. The move marks Nvidia’s first challenge to the laptop chip market in 11 years.
Microsoft sells its Surface laptop line as well as Windows laptops from Dell and Lenovo. Those devices currently use chips such as Qualcomm’s Snapdragon and Intel’s Core Ultra. The new products will add Nvidia chips to that lineup. The chip is a system-on-chip, or SoC, that combines a central processing unit, graphics processing unit and neural processing unit.
Nvidia, Microsoft and chip designer Arm wrote in a post on X, formerly Twitter, on May 29 that “a new era of PCs” is coming. They also disclosed the venue for Nvidia Chief Executive Officer Jensen Huang’s Computex keynote.
Nvidia, which generates most of its revenue from data-center GPUs, is pushing to expand into consumer products. Most AI computing has so far been handled in data centers and then delivered to laptops and smartphones through the cloud. The latest move points to a shift toward processing those tasks directly on individual devices.
Kim In-yeop, Silicon Valley correspondent, inside@hankyung.com
Korea Economic Daily
hankyung@bloomingbit.ioThe Korea Economic Daily Global is a digital media where latest news on Korean companies, industries, and financial markets.
