Rumor has it that NVIDIA is developing an Arm processor for PCs to compete with Intel and AMD, and plans to release it in 2025

Information has appeared on the Internet that 'NVIDIA is developing Arm processors for Windows machines, scheduled to be released in the fourth quarter of 2025.' If the information is true, NVIDIA could become a strong rival to Intel and AMD not only in terms of GPUs but also CPUs.

Nvidia ARM SoC for Windows machines reportedly debuting in Q4, featuring N1X, with N1 to follow in early 2026 | Tom's Hardware
https://www.tomshardware.com/pc-components/cpus/nvidia-arm-soc-for-windows-machines-reportedly-debuting-in-q4-featuring-n1x-with-n1-to-follow-in-early-2026

Until 2023, manufacturers of CPUs for Windows machines were essentially limited to two companies, Intel and AMD. However, in 2024, PCs using Qualcomm's SoC ' Snapdragon X Elite ' equipped with an Arm-based CPU appeared all at once, expanding users' choices.

'Copilot+ PC' that can execute Windows AI functions locally will be released by Acer, ASUS, Dell, HP, Lenovo and Samsung all at once - GIGAZINE

In addition, in October 2023, it was reported that NVIDIA was developing an Arm-based CPU designed to run on Windows machines, and there were high hopes for NVIDIA's entry into the CPU market.

NVIDIA reportedly begins designing Arm-based CPUs for Windows PCs - GIGAZINE

By NVIDIA Corporation

Recently, Shun HaYaO, who is familiar with trends in the technology industry, shared information that 'NVIDIA will announce Arm processors for Windows at COMPUTEX to be held in May 2025 and release them in the fourth quarter of 2025.'

Hayayasu! 1/3 General arrangement of outside electricity

- AI-supplied chain tracking information:
This week's theme is the upcoming CES exhibition, especially the AI PC. New generation Blackwell frame for Nvidia replacement, capable of reaching 180-200 TOPS, significantly superior to the highest 50 TOPS.也因此，美国大行过到Kyoto Electric Powered by Balckwell Demand Target Temporary Measurement Test Time, However, Blackwell Output This Quarterly Comparison First Quarter Presentation Is 1x. …

— Shun HaYaO (@QQ_Timmy) January 3, 2025

According to Shun HaYaO, NVIDIA is working with MediaTek to develop an Arm processor, which will have a high-end version called the 'N1X' and a regular version called the 'N1'. The N1X will sell 3 million units in the fourth quarter of 2025, and the N1 will sell 13 million units in 2026. In addition, the NVIDIA and MediaTek Arm processor development project will bring MediaTek $2 billion (about 316 billion yen) in revenue in 2026 alone. This is equivalent to 8% of MediaTek's annual revenue.

In addition, NVIDIA's AI chips are equipped with NVIDIA's Arm-based CPU 'NVIDIA Grace CPU'. For this reason, it can be said that NVIDIA has accumulated technology to develop Arm-based CPUs.

NVIDIA Grace CPU and Arm Architecture | NVIDIA
https://www.nvidia.com/ja-jp/data-center/grace-cpu/