Microsoft · Qualcomm · Nvidia · Taiwan · Axios · San Francisco · Axios
First Windows PCs powered by Nvidia chips to debut next week
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◎ Multiple-sources
The company best known for powering the AI boom is coming for the PC: Nvidia is expected next week to debut the first Windows computers that use its chips as the main processor, sources confirm to Axios.
Key facts
- Microsoft's first AI PC push stumbled, but Nvidia's arrival gives it a second chance, this time with the world's hottest chipmaker attached
- What they're saying: Nvidia's entry in the PC market could help not only it and Microsoft, but also rival Qualcomm, which uses a similar type of chip as Nvidia rather than the traditional PC chip
- The move comes as Microsoft is trying to reposition Windows to take advantage of the massive momentum behind AI
- While most AI work has been done in the cloud, Microsoft's push to have things run locally could find newly receptive ears
Summary
Microsoft's first AI PC push stumbled, but Nvidia's arrival gives it a second chance, this time with the world's hottest chipmaker attached. Nvidia and Microsoft will unveil their joint work and the first computers running the chips at two key industry conferences, the Computex trade show in Taiwan and Microsoft's Build developer conference in San Francisco. Nvidia-powered PCs are expected both from Microsoft's homegrown Surface brand as well as other computer makers, including Dell, sources confirmed. Microsoft is also expected to debut software that makes it easier for people to have AI agents do work locally on their Windows computer.