Key insights
- Nvidia and Microsoft are set to launch new Windows PCs featuring Nvidia's main processors next week, potentially challenging Intel and AMD's dominance. This move, alongside Microsoft's AI software advancements, could boost the PC market and AI integration. While not a direct Fed policy or macro event, it signals a significant competitive shift in the crucial PC hardware and AI software space, with potential positive implications for Nvidia and Microsoft's stock performance and the broader tech sector.
May 30 (Reuters) - AI chip firm Nvidia and Microsoft are expected next week to debut the first Windows PCs that use Nvidia’s chips as the main processor, Axios reported on Saturday, citing sources.
Nvidia-powered computers are expected both from Microsoft’s Surface brand as well as other computer makers including Dell.
Microsoft’s efforts to shift to more battery-life-friendly chips have yet to drive a significant sales boom. Its primary rival Apple, which uses its own chips, unveiled updated MacBooks featuring its latest M5-series chips in March.
Microsoft and Nvidia will unveil the new PCs at the Computex trade show in Taiwan and Microsoft’s Build developer conference in San Francisco, the report said.
Microsoft and Nvidia did not respond to a request for comment.
The official X accounts of Windows, Nvidia and chip design firm Arm all teased an upcoming announcement on Friday, announcing "A new era of PC," along with what appeared to be coordinates in Taiwan’s capital Taipei.
Reuters first reported in 2023 Nvidia’s plans to design CPUs that would run Microsoft’s Windows OS and use technology from Arm.
Qualcomm currently makes Arm-based CPUs for Windows laptops, while Intel and AMD remain the dominant suppliers of CPUs for Windows laptops.
Microsoft is also expected to debut software aimed at enabling AI agents to perform tasks locally on Windows computers, according to the Axios report.
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