Huang Renxun announces "PC New Era": NVIDIA does not want to only sell GPUs.

NVIDIA Corporation (NVDA.US) is preparing to rewrite the power structure of the PC industry with a chip. On May 30th, Wall Street news mentioned that just days before the opening of the keynote speech at the Taipei ComputeX conference, NVIDIA Corporation's official social media account issued a three-word teaser - "A new era of PC". The post also included two sets of geographical coordinates pointing to the Taipei Performing Arts Center, and on the same day, Microsoft Corporation's Windows and Arm official accounts also posted the same content. The rare collaboration of the three parties brings to the forefront a long-standing suspense: NVIDIA Corporation is about to announce its entry into the Windows PC processor market. On the same day, according to Axios citing sources, the first batch of Windows laptops equipped with NVIDIA Corporation chips is expected to appear at both ComputeX and Microsoft Corporation's Build developer conference, with Microsoft Corporation's Surface brand and Dell Technologies, Inc. Class C included. Rumors about NVIDIA Corporation's processors based on the Arm architecture have been circulating for some time. Dell Technologies, Inc. Class C CEO Michael Dell hinted in an interview as early as 2024 that they may launch AI PCs with NVIDIA Corporation chips in the future. NVIDIA Corporation's entry into the Windows on Arm platform means that Qualcomm will no longer have exclusive authorization for the Microsoft Corporation Windows 11 Arm version operating system. For the past few decades, NVIDIA Corporation has played the role of an independent graphics card supplier in the PC industry, being "invited in" by whole machine manufacturers to complete a precise parts assembly task, but without the power to lead the design of the whole machine. Now, NVIDIA Corporation intends to integrate CPU, GPU, and AI units into a single SoC and directly supply the "heart" to whole machine manufacturers such as Dell Technologies, Inc. Class C and Lenovo, following Apple Inc.'s vertical integration path with the Apple M series, but with the goal to target the entire Windows camp. The N1X chip: A "public secret" circulating for nearly a year Speculations about this chip are not new. According to The Wall Street Journal, manufacturers such as Dell Technologies, Inc. Class C are developing laptops with N1 and N1X chips. According to VideoCardz, Lenovo has been testing prototype laptops with chips named N1 and N1X earlier this year. NVIDIA Corporation CEO Jensen Huang himself had confirmed earlier that the company is developing the N1 chip and stated that it is in the same technological lineage as the processor used in the DGX Spark mini workstation. The latter is equipped with the GB10 super chip, which integrates Blackwell architecture GPU and a 20-core Arm CPU into one, currently being sold to AI engineers for $4699. The rumored specifications for the N1X show that it may be equipped with a 20-core CPU co-developed with MediaTek, a Blackwell architecture GPU with 6144 CUDA cores, on par with the desktop-level RTX 5070, and...