Nvidia is set to shake up the PC market with its first consumer CPU, targeting a September 2025 launch for its Arm-based platform. This ambitious move aims to challenge Intel and AMD's dominance in the high-end PC segment, with a wider release anticipated around March 2026.
Leveraging its experience with Grace CPUs, Tegra processors, AI servers, and graphics cards, Nvidia is well-positioned to enter the consumer CPU market.
The launch coincides with the expected end of Qualcomm's exclusivity for Windows on Arm, opening up the market for increased competition.
Nvidia might pursue two distinct strategies: a mainstream chip with integrated graphics or a high-performance CPU paired with a discrete GPU for gaming, potentially targeting the x86 market.
Success in the gaming market hinges on ensuring smooth game compatibility, which Nvidia's strong relationships with game developers could facilitate. This marks Nvidia's second attempt at the PC market, following the less successful Windows RT venture in 2011.